Snapshots-Driven: Elevating Status Reports at an Austrian Bank

An Austrian bank is accelerating its digital transformation with Atlassian at its core. Jira powers structured portfolio and project management, while Confluence became the hub for status reports.

But early reports were still stuck in the past: static templates, little data, no traceability. Executives struggled to access real insights, and audit requirements went unmet.

Partnering with demicon and utilizing RadBee products, the bank reimagined reporting by integrating Jira data into Confluence, thereby making reports dynamic and transparent. The use of the Snapshot app brought static content into the report and made them even audit-ready. Now, project updates are fast, reliable, and include real data.

It’s not just better reporting—it’s a time saver.

Searching for better status reports

At first, the program manager tried using Confluence’s native Jira macro to embed Jira data into project status reports. But the solution quickly fell short.
The issue? The Jira macro always shows live data, even in historical reports. That meant each status update had two conflicting views: the project manager’s written assessment—frozen in time—and a dynamic Jira view that kept changing. When stakeholders revisited past reports, they saw outdated commentary alongside up-to-date Jira data, breaking trust and creating confusion. Moreover, such a disjoint report would never stand the scrutiny of auditors.

To fix this, the team defined clear goals:

• Status reports should capture a snapshot of Jira work items as they were at the time of reporting.
• Changes between reporting periods should be visualized to show progress over time.
• Historic reports must remain audit-ready, with both narrative and Jira data preserved as-is.

Finding the Snapshots App

Tina Myerscough, CEO of demicon Austria GmbH, was brought in to find a sustainable solution. She knew that Confluence alone couldn’t meet the bank’s reporting and audit requirements. After exploring the Atlassian Marketplace, she identified several promising apps—but the Snapshot app stood out.
With Snapshots, project and program managers can capture exactly the Jira data they need—frozen in time. Each report includes a static, audit-proof snapshot of selected Jira issues and fields, making reports consistent and trustworthy. The intuitive, no-code setup also gave project managers complete control over the content and layout of their reports.

Now, status reports in Confluence are not only easy to create—they’re comprehensive, consistent, and ready for any audit.

How Snapshots Solved Status Reports

For executive stakeholders, the team created a tailored reporting approach. This version features a refined layout for the verbal assessment and a customized set of Jira fields shown in the snapshot—focused on the high-level data leadership cares about most.
Unlike the team reports, each weekly executive update lives on its own Confluence page. This structure makes it easier for executives to navigate reports chronologically, without relying on the Confluence page history feature, which they were less familiar with.
Since adopting Snapshots, creating audit-ready reports has become quick, consistent, and stress-free. It has also brought teams closer together: project managers, program managers, and executives now work from the same source of truth—confident in both the accuracy and the context of the data.
The Snapshots app has become an essential part of their Atlassian ecosystem—powering a smarter, more transparent way of working across the organization.