---
title: "User Guide"
canonical: "https://docs.getxporter.app/space/XPORTERCLOUD/427714/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/XPORTERCLOUD/560457/Getting+Started)
  - [Installation](https://docs.getxporter.app/space/XPORTERCLOUD/558863/Xporter+for+Jira+Cloud+Installation): learn how to install Xporter in your Jira Cloud instance.
  - [Configuration](https://docs.getxporter.app/space/XPORTERCLOUD/22446105/Quick+Guide+for+Admin): set up Xporter to suit your needs, define [permission schemes](https://docs.getxporter.app/space/XPORTERCLOUD/528718/Permission+Schemes), and upload/create your first [templates](https://docs.getxporter.app/space/XPORTERCLOUD/431152/Templates).
  - 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/XPORTERCLOUD/15466498/Report+Scheduling+(New)): automate document generation with scheduled exports.
  - [Workflow post-functions](https://docs.getxporter.app/space/XPORTERCLOUD/460608/Workflow+-+Post+Function): set up status changes as triggers to generate documents.
4. **Export Options**
  - [Output formats](https://docs.getxporter.app/space/XPORTERCLOUD/558450/Outputs+Matrix): 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.
  - Microsoft Add-Ins: use our Excel and Word add-ins to enhance your template-building exercise.
6. **Troubleshooting**
  - Error handling: learn how to troubleshoot and resolve common issues.
  - [Support](https://docs.getxporter.app/space/XPORTERCLOUD/526206/Support+and+Resources): find resources for assistance, including documentation, community forums, and contacting support.


<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>