---
title: "User Guide"
canonical: "https://docs.getxporter.app/space/XPORTER/1409453/User%20Guide"
format: markdown
---
This user guide provides a comprehensive overview of [Xporter's](https://marketplace.atlassian.com/apps/891368/xporter-export-issues-from-jira?tab=overview&hosting=cloud) features, <span style="color: #0d0d0d">guiding you through the steps to effortlessly create, customize, export, and share</span> reports.

## Table of Contents

1. [**Getting Started**](https://docs.getxporter.app/space/XPORTER/20054584)
  - [Installation](https://docs.getxporter.app/space/XPORTER/1412018): learn how to install Xporter in your Jira Cloud instance.
  - [Configuration](https://docs.getxporter.app/space/XPORTER/23298052): set up Xporter to suit your needs, define [permission schemes](https://docs.getxporter.app/space/XPORTER/1409475), and upload/create your first [Templates](https://docs.getxporter.app/space/XPORTER/1412105).
  - Understand where Xporter is embedded into your Jira pages so that you can trigger your first reports.
2. **Document Creation**
  - [Template Store](https://store.getxporter.app/?platf=JIRACLOUD&sort=2&order=desc): explore a variety of pre-built templates or create your own.
  - Variables and tags: understand how to use dynamic variables and tags for personalized content.
  - Document sections: organize your document by adding sections, headers, and footers.
3. **Automation**
  - [Scheduled reports](https://docs.getxporter.app/space/XPORTER/1409498): automate document generation with scheduled exports.
  - [Workflow post-function](https://docs.getxporter.app/space/XPORTER/1412596): set up status changes as triggers to generate documents.
4. **Export Options**
  - [Output formats](https://docs.getxporter.app/space/XPORTER/1413353): choose from a variety of export formats, including PDF, DOCX, XLSX, and more.
5. **Collaboration & Tools**
  - Document sharing: collaborate seamlessly by uploading your templates to Jira so that they can be used by team members.
6. **Troubleshooting**
  - Error handling: learn how to troubleshoot and resolve common issues.
  - [Support](https://docs.getxporter.app/space/XPORTER/1409121): find resources for assistance, including documentation, community forums, and contacting support.

<details>
<summary>Support/Troubleshooting</summary>

<span style="color: #172B4D">If you have questions or technical issues, please </span>[contact the Support team via the Customer Portal (Jira service management)](https://jira.getxray.app/servicedesk/customer/portal/2/user/login?destination=portal%2F2%2Fcreate%2F28)<span style="color: #172B4D"> or </span>[send us a message using the in-app chat](https://docs.getxporter.app/space/XPORTER/23102936)<span style="color: #172B4D">.</span>
</details>