Settings

App settings are accessed by administrators via Settings -> Apps, in the Advanced Export section.

Scheduled reports

Permissions

Allow generation of scheduled exports using add-on permissions

By default scheduled reports are generated with the permissions of the user who created the export configuration. This means that the user must have access to the data they want to export.

It is possible to change this and generate with permissions using Jira role atlassian-addons-project-access. To check what project permissions this role has, go to Jira settings -> Issues -> Permission schemes -> [Permissions for chosen permission scheme]. It should have at least Browse Projects permission for the export to succeed.

Once this option is enabled, scheduled exports can be configured to generate reports with add-on permissions.

Restrict scheduling

By default everyone can schedule reports, however if you'd like to limit that ability, you can specify Project Roles and/or Groups which are allowed to schedule reports.

All the users not allowed to create schedules can still export data in the browser.

Data residency

Scheduled reports are generated on our servers. In some cases temporary file is created to store the report before it's downloaded by the user or accessed via our user facing API. You can choose the location of the server where the data is processed and the temporary files are stored.

At the moment we support the following regions:

• US
• Europe

Once you've selected the new region, all the new schedules will be processed in that region. Already existing schedules though, will continue to be processed in the old region.

To double check which region is used for processing, you can go to the Advanced Export app dashboard, open the Schedule dialog for specific report and check the information at the bottom:

Email Settings

By default all emails are sent from the domain ae.kanbanalytics.com. You can use this page to configure alternative email provider.

SendGrid

To configure SendGrid (opens in a new tab) as an email provider, you'll need:

• API Key (you can create one at SendGrid API Keys settings page (opens in a new tab)). Note, that once saved, API Key won't be shown to you for security reasons. We also encrypt the API Key in the database.
• From email address. You have to use From address which belongs to the domain verified for your SendGrid account. To verify a domain, use Email API Integration Guide (opens in a new tab) or Sender Authentication (opens in a new tab) in your SendGrid account.
• Optional Reply To address. This can belong to any domain.