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How to narrow down your search results using the facets:
  • Articles about using, installing, and administering Jama will be in the Knowledge Base community.
  • Content about releases, webinars or product news will be in the Release Notes and Announcements community.
  • User questions about using Jama or bug reports will be in the Support community.
The search engine uses common functionality.
  • Boolean operators: AND in between terms will return results containing both terms; OR will return results containing either term.
  • Stemming: if you search for "review" it will return results for reviewing and reviewed.
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Discussion Thread 8
Export fields on demand


Discussion Thread 3
Unable to download a Word Template Reference Guide

Em's profile image


Discussion Thread 3
Destination field in Data Import Wizard


Discussion Thread 5
Export to Word / Formatting

Jan's profile image

Discussion Thread 2
Export multiple components to Word

Julie's profile image

Discussion Thread 2
Controlling Text appearance when exporting to Word Templates

Bob's profile image

Discussion Thread 2
Headings in Word Export


Discussion Thread 2
Merging a Word template with a Birt report ?


Discussion Thread 2
Math Symbols, Images, Word-Import

D's profile image

Discussion Thread 4
Revert to default global reports

Andrew's profile image

Blog Entry
How to use Round Trip for Editing

The Round-Trip feature is designed to conduct mass editing of multiple items in Jama. It is important to keep in mind that this feature is exclusive to Excel documents only. This is done so by exporting the desired items to an Excel Document, making the desired changes offline, and importing the edited document back into Jama, where you will see the updated changes to the items. Step 1:...


Discussion Thread 20
Null error

Alicia's profile image

Discussion Thread 3
Default Excel Export

Brenda's profile image

Discussion Thread 3
Question about exporting 'Test Plans' & 'Test Cycles'

Ian's profile image

Discussion Thread 4
Office Templates


Discussion Thread 4
Importing a Word Document

Alicia's profile image

Discussion Thread 1
Inconsistent Export of Test Plan & Test Cases to Word


Discussion Thread 2
To export Office template using Rest API


Discussion Thread 6
Inconsistent Export of Test Plan & Test Cases to Word


Discussion Thread 4
Excluding Rejected Items from Exported Report

Brian's profile image

Discussion Thread 5
How to import and export the tag fields along with test cases


Discussion Thread 2
Jama Word Template adjustments


Discussion Thread 11
Word export and outline levels

Julie's profile image

Discussion Thread 5
Office Template


Discussion Thread 2
General Questions for Office Export Template Word

D's profile image

Discussion Thread 6
Hyperlinks in exported Word documents

Ian's profile image

Discussion Thread 3
Hierarchy in Document Export

DeAnn's profile image

Discussion Thread 2
JAMA default Microsoft Office Word version

Sawsan's profile image

Discussion Thread 9
Export to Excel (Custom Method)

Andrew's profile image

Discussion Thread 7
Export N/A if field is empty

Andrew's profile image

Discussion Thread 4
Word Export: Table of Item Type PLUS upstream

Thomas's profile image

Discussion Thread 4
Children Items


Discussion Thread 2
Export all items in a baseline

Lien's profile image

Discussion Thread 2
Export templates with Test Run steps in a table

DeAnn's profile image

Discussion Thread 2
Creating an Index Automatically in a Word Template

Henry's profile image

Discussion Thread 8
Export upstream relationships into a document

Sawsan's profile image

Blog Entry
Comparing Excel worksheets: recommended tools for comparing exported Jama data

No, I did not lose my mind. The following is an Excel tip, but you may find it useful. Though Jama is a very useful and usable tool, at times we export data to Excel. Perhaps you exported data last week and you want to export the data again and want to see the changes. Yesterday I was just introduced to an Excel 2013 COM add-in called Inquire that you can enable to compare two work sheets....

swoo's profile image

Blog Entry
How to change the Export to Word Default template to remove extra carriage returns

This article provides the instructions necessary to correct the extra lines that often occur when exporting using the Export to Word Default template. This template is an Organization level template; therefore, Organization Admin access is needed to perform the change . Before changes are made to the Export to Word Default template, exports may have extra lines as shown below. After...


Blog Entry
Can I export a whole project? If not, what are my options?

A common question we receive in Support is whether or not it's possible to export an entire project. There is no way to readily export all of a project's data, including its settings, hierarchy, image and attachments for use in another Jama instance. However, you can export all of the items in a project. There are two ways of exporting the project. If you intend to export the project to a...


Blog Entry
Use Find and Replace to troubleshoot export issues

Microsoft Word’s Find and Replace can be used for more than just words and phrases; it can also be useful for changing unexpected formatting in a Word document. Using Show All Nonprinting Characters toggle will allow you to inspect any strange behavior by viewing the formatting characters. This is important troubleshooting information while importing and exporting documentation to and from...


Blog Entry
Report templates and other files made by community members for community members

Thanks to input from some community members (Tom, Harald, Swoo, Bob, Sebastian, the list goes on...), we now have a space for all of you to share report templates and other files that may prove useful. If you have a file you'd like to share, you can do so by selecting the Share a File link at the top of the community and we'll add the description to this list. Read this post to get more...


Blog Entry
Let's share report templates or code examples—the smartest one of us is all of us, after all

I am excited to let you know that you are now easily able to share files via the community. Here is the process: 1. If you have a file you would like to share with the community, navigate to the resource library . Note that some less common filetypes (.vm, .rpt) will need to be zipped before upload. 2. A Jama support engineer will run the file through a virus scan. 3. (Optional) Create a...


Blog Entry
Differences between Office Template Exports and Reports

When you want to export your data from Jama, there are a few options for which type of report you can use–Office Templates, BIRT, or Velocity. Although serving the same purpose, they do it in very different ways. We have separated out these two different types of reporting to provide a better understanding of how you retrieve information from Jama. There are a few terms to be familiar with...


Blog Entry
How views affect exports into Word

Exports from the Office Templates menu are all considered contextual, which means they will reflect the items and view structure that the export is being run from. The below descriptions and examples reflect the exports from the Default Word Export selected from the Export to Word option or Office Templates menu. All of the default export reports will contain a cover page with the...


Blog Entry
Ask Jama Software: Getting Information In and Out of Jama

Here are link to the material that I showed today during Ask Jama Software: Getting Information In and Out of Jama Software Import Articles Importing Items Via Excel User Import Plugin How Various Word Layouts will Look When Imported Into Jama Software Importing Relationships Export Examples—see document library for the following . Customized Excel template for...

Adrian's profile image

Blog Entry
Yes, it is normal for Roundtrip export to show HTML

Roundtrip exports may contain HTML tags. This depends on the field's configuration , which can be set either as a Text Box or as Rich Text. When exporting using the Excel Export for Roundtrip report, fields set as Text Box will show plain text. Using the same report, fields that are set as Rich Text will show text mixed with HTML tags, since Excel cannot render HTML markup. ...

Carmen's profile image

Blog Entry
Expected behavior of image export and the role of enhanced image security

When users export documents from Jama, particular settings will affect how images are displayed. The behavior will depend on how the images are stored and how you are exporting them. Exporting to Word you might run into some issues, like red X or blank spaces instead of your images. Note that this behavior changed with the 2016/03/19 hosted release and Jama 8.0.2 on-premises release. The...


Blog Entry
Fields missing in exports due to Sub Items tab view

When exporting Items with Sub-Items, the fields you want to see in your exports need to be visible in the Sub Items tab. This applies to Export > Export to Word , Export > Export to Excel and Export > Office Templates > Export to Roundtrip . In these exports, fields will not be exported unless they are visible in the Sub Items tab, even if they are visible in the parent...

Carmen's profile image

Blog Entry
Training Tip: List vs. Reading View exports

NOTE: This instructional video may contain references to “Contour”, Jama’s previous name, or outdated UI attributes. However, the information presented remains principally accurate for current versions as of 8.x. #OfficeTemplates

Jama's profile image