Export a Vansah Requirements Traceability Summary or Requirements Traceability Matrix gadget from your Jira dashboard. Choose an Excel spreadsheet for reviewing data or an HTML report for viewing in a browser.
Earlier gadget names use Work Item Traceability or Issue Traceability, with the abbreviations ITS and ITM. The export workflow is the same.
Before you export
Open the correct Jira dashboard and wait for the gadget to finish loading.
Check its configured Jira spaces, work items, filters, and included child or linked work items. Refresh the gadget if you need up-to-date results.
Check the search box inside the gadget. Clear it to include the full loaded list, or keep the search to export the matching rows.
Export the gadget
For a Summary gadget, expand Detail to show its work item list and export controls.
Open the More menu (three dots) inside the report, above its table. Use the report’s menu rather than the Jira dashboard menu.
Select Export.
In the export dialog, choose the File Type: XLSX or HTML.
Select Export and wait for the download to begin.
Find the file in your browser’s downloads, or save it where prompted.
The screenshot shows the export menu inside the Summary gadget’s Detail section. The gadget uses an earlier Work Item Traceability name.
Choose the file type
File type | Best for | What to expect |
XLSX | Reviewing and working with report data in a spreadsheet. | Rows and columns for the currently listed work items, including selected properties and the Summary or Matrix data. |
HTML | Opening a report snapshot in a browser. | A saved view of the rendered report. Expand the sections you want to show before exporting. |
An export is a snapshot of the report data currently loaded. Refresh and export again when you need a newer copy.
Understand the exported data
Gadget | Spreadsheet contents |
Requirements Traceability Summary | Work item key, type, traceability information, properties, test totals, completion and result information, and the number of work items linked to Test Runs. |
Requirements Traceability Matrix | Work item key, type, traceability information, properties, linked Test Case keys and headlines, result and execution information, and work items linked to Test Runs. |
The export includes the work item status and summary, plus supported additional properties selected in the gadget configuration. It does not automatically include every Jira field or every historical execution.
If a property you need is missing, edit the gadget configuration, select the supported property, save, and export again.
If the export is missing data or does not download
Check the gadget’s filters, search text, child and linked work item options, and your access to the relevant Jira spaces.
For HTML, expand the relevant sections and wait for the report to load before exporting.
Check your browser’s downloads and any download prompt or restriction.
If the export fails, refresh the gadget and try again. If it still fails, contact Vansah support with the gadget name, chosen file type, and any error message.
For help adding or configuring a gadget, see Set Up Vansah Gadgets on a Jira Dashboard.