Skip to main content

Jama Connect Help

Export to PDF

You can export a set of items as a PDF file using the PDF reports included with Jama Connect. If you want to show your content in context, you can include hierarchy in these exports. The default export is created with Office templates and can be modified as needed.

Note

For information about creating custom PDF reports and how to make existing reports PDF-compatible, see Export Velocity reports to Excel.

To export data to a PDF file:

  1. Select the items you want to export using the Explorer Tree or an advanced filter, then select the view: List View or Document View.

    An item is selected in the Explorer Tree and the details panel has Reading View highlighted in the top toolbar.
  2. (Optional) Customize your output by including fields or excluding fields for your document:

    1. From your view (List View or Document View), select the gear icon to display the list of available fields

      An item is selected in the Explorer Tree and the details panel shows the gear icon (Show/hide fields) is highlighted in the top toolbar.
    2. Select the fields you want to include in your document and deselect the fields you don't want.

    3. Select X to close the window.

    The screen now includes only the fields you selected.

  3. In the toolbar, select Export > Export to PDF.

    Export drop-down menu shows Export to PDF is selected.

Your exported content is displayed according to the view you selected:

  • List View — Exported items are displayed with a table of contents, followed by each item, its name, and a list of its field names and values.

  • Document View — Exported items are displayed as section headings followed by item details.