---
title: "Quick User Guide"
canonical: "https://docs.getxporter.app/space/XPORTERCLOUD/253296647/Quick%20User%20Guide"
format: markdown
---
## Before Starting 

Before setting up [Xporter](https://marketplace.atlassian.com/apps/891368/xporter-export-issues-from-jira?tab=overview&hosting=cloud), it's recommended to gather input from your team regarding usage and preferences. 

We suggest you discuss the following points before you begin [installing and configuring Xporter](https://docs.getxporter.app/space/XPORTERCLOUD/558863/Xporter+for+Jira+Cloud+Installation): 

- Which metrics should be present in reports?
- What is the correct project organization for the team?
- Should there be permission schemas set up?
- Should Xporter settings be set up on a project level?

## Creating the First Report

### Exporting a Single Issue

> ℹ️ To export your first document, first check with your Jira Admin to see if you have [Templates](https://docs.getxporter.app/space/XPORTERCLOUD/431152) available.

> Macro (rw-ui-steps-macro)
> 
> > Macro (rw-step)
> 
> To export your first report, navigate to an issue of your choice on your Jira Cloud instance.
> 
> ![Figure 1 - Export issue](media://9d7aa861-75ed-4c7c-b701-701b3683f0f9)
> 
> > Macro (rw-step)
> 
> Click the ellipsis button (Figure 1 - 1) and a menu will open. From there, select the *Xporter* option (Figure 1 - 2). This will open a modal (Figure 2 - 1).
> 
> ![Figure 2 - Modal.jpeg](media://dbd5761d-4b4d-42cd-bc25-e2e867ddafa6)
> 
> > Macro (rw-step)
> 
> Here, you can configure how you want to export your report:
> 
> - Choose the template (Figure 2 - 1).
> - Select the output format (Figure 2 - 2)
> - Add a name to your file to be downloaded, if desired (Figure 2 - 3)
> - Select whether or not to add the current date to the file name (Figure 2 - 5)
> 
> Once you’re ready, click the *Export* button (Figure 2 - 4). This will open a modal (Figure 3).
> 
> ![Figure 3 - Export success](media://4a042989-d5b3-45b7-a637-0244ebeee5ef)
> 
> > Macro (rw-step)
> 
> Here, you will see a message stating that your export has been successfully generated (Figure 3 - 1) and is now available for download (Figure 3 - 2).
> 
> > Macro (rw-step)
> 
> The download will start, and you will get the file on your machine (Figure 4).
> 
> ![Figure 4 - Export modal](media://b187d871-797f-4d34-849b-da9652585ba3)
> 
> You should now review the list below and engage with your instance admin to define next steps.

## Customizing the Xporter Experience

** **Xporter is a very flexible tool. You can gather feedback from your Xporter users to determine how they want to organize their projects and see if they want to customize templates, scopes, workflows, etc.: 

- [Review permission schemes](https://docs.getxporter.app/space/XPORTERCLOUD/528718/Permission+Schemes)** **- customize Xporter access for specific users.
- [Review template scopes](https://docs.getxporter.app/space/XPORTERCLOUD/528515/Exercise+2+-+How+to+Manage+Templates)** **- detail which template can be used in which scenario.
- [Review Xporter project settings](https://docs.getxporter.app/space/XPORTERCLOUD/560302/Project+Settings)** **- allow Xporter settings to be customizable on the Project Level.
- [Review templates](https://docs.getxporter.app/space/XPORTERCLOUD/528515/Exercise+2+-+How+to+Manage+Templates)** **- if you need any extra templates.
- [Create a scheduled report](https://docs.getxporter.app/space/XPORTERCLOUD/15466498/Report+Scheduling+(New))** **- if your teams need to create scheduled reports.
- [Create a workflow post function](https://docs.getxporter.app/space/XPORTERCLOUD/460608/Workflow+-+Post+Function)** **- trigger Xporter reports based on issue status changes.
- [Create a file server](https://docs.getxporter.app/space/XPORTERCLOUD/431084/File+Servers) - store your reports in a file server like Confluence or SFTP.
- [Review Xporter audit logs](https://docs.getxporter.app/space/XPORTERCLOUD/430884/Audit+Logs)** **- know more about Xporter logs, to troubleshoot issues, if needed.
- [Review the Xporter Contact and Support pages](https://docs.getxporter.app/space/XPORTERCLOUD/526206/Support+and+Resources)** **- learn how to engage with our support team.

> ℹ️ Learn more [here](https://docs.getxporter.app/space/XPORTERCLOUD/427714).

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

If you have questions or technical issues, please [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) or [send us a message using the in-app chat](https://docs.getxporter.app/space/XPORTERCLOUD/18251779/In-App+Chat+Support).
</details>