Embedding Pivot Reports

Inserting Pivot Report for Jira to Confluence with iframe macro

Pivot Report for Jira is a powerful tool that allows you to create detailed and customizable pivot tables from your Jira data. By embedding these reports into Confluence, teams can easily share and collaborate on the data without leaving the Confluence environment. The iframe macro in Confluence is used to embed external content, such as web pages or reports, directly into Confluence pages.

This article provides a step-by-step guide on how to insert a Pivot Report for Jira into Confluence using the iframe macro. This allows you to display interactive Jira Pivot Reports directly within your Confluence pages:

By following these steps, you can easily embed interactive Jira Pivot Reports into your Confluence pages, enabling seamless data sharing and collaboration within your team.

Please note that you can also use the same link to insert the report into any other web page using the iframe tag in HTML.

Cloud: Step-by-Step Instructions

Step 1: Generate the Pivot Report in Jira

1. Navigate to your Jira instance.
2. Create and customize your desired pivot report.
3. Once the report is ready, save it
4. Click on the export dropdow in the top right corner and select “Embed / iframe”:

5. The link is automatically copied to the clipboard and is ready to be pasted. It looks something like

https://YOUR_JIRA_INSTANCE_NAME.atlassian.net/plugins/servlet/ac/biz.epicreport.epicreports/embed-report?report=YOUR_REPORT_ID

Step 2: Insert the iframe Macro in Confluence

1. Open the Confluence page where you want to embed the Pivot Report.
2. Click on the “Edit” button to enter the page editor.
3. Place your cursor where you want the report to appear.

Step 3: Add the iframe Macro

1. Click on the “+” button and search for “iframe”:

Step 4: Configure the iframe Macro

In the iframe macro settings, do the following:

1. Paste the URL of your Jira Pivot Report into the “URL” field.
2. Adjust the width. For example, set width to “100%” to use the whole width of the page.
3. Set the height of the iframe to fit your page layout. Note that height doesn’t work with % correctly, always use pixels. For example, set the height to “1000px”

Optional: Configure additional settings such as frame border, scrolling, and alignment based on your preferences.

Step 5: Save and Publish the Confluence Page

1. Once you have configured the iframe macro, click “Insert” to add it to the page.
2. Review the embedded report in the page editor to ensure it displays correctly.
3. Click “Publish” to save your changes and make the page available to your team.

Server/DC: Step-by-step Instructions

Step 1: Generate the Pivot Report in Jira

1. Navigate to your Jira instance.
2. Create and customize your desired pivot report.
3. Once the report is ready, save it
4. Click on the export dropdow in the top right corner and select “Embed / iframe”:

5. The link is automatically copied to the clipboard and is ready to be pasted.

Step 2: Insert the iframe Macro in Confluence

1. Open the Confluence page where you want to embed the Pivot Report.
2. Click on the “Edit” button to enter the page editor.
3. Place your cursor where you want the report to appear.

Step 3: Add the HTML Macro

1. add the HTML Macro, write an <iframe> tag in it
2. use the copied URL for the report as the source
3. set the width and height of iframe for correct report display. Something like:

<iframe src="YOUR_COPIED_URL" noborder="0" width="100%" height="1000px" scrolling="yes" seamless></iframe>

Get more information on how to use an iframe in Confluence.

If instead of the report your browser displays a blank space, connection error or a similar message, the security settings of your Jira Data Center or Server instance prevent pages from being embedded in frames. This is a security measure against clickjacking that can be adjusted to exclude specific paths. Learn more about security headers in Jira.

Troubleshooting

If the Pivot Report does not display correctly in the page, please check the following:

• Ensure the URL is correct and accessible
• Report you are embedding has to be public, so other users can see it too
• Check that the iframe macro is properly configured with the appropriate width and height.
• Ensure that any required authentication for accessing Jira is handled, as some Jira instances may require users to be logged in to view reports.