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The Epic Roll-Up report can further be tailored and detailed as required by selecting the fields from the Configuration fields. The configuration fields displays the below options.

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Columns - Columns drop-down displays the list of Jira fields such as Text fields, Date fields, and Numeric fields (Roll-Up). You can select the fields to add to the Roll-Up report. The fields with a (info) symbol displays help text on mouseover. To remove a field from the report result, deselect the field from the Columns drop-down.

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  • Epic Status - Epic Status lists the status option To Do, In Progress, and Done to filter the report result based on status.

  • Include Epic numeric values - Select Include Epic numeric values to include the numeric values for all epics in the report result.

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Include Sub Tasks - To include the subtask for all epics in the report result, select Include Sub Tasks .

To learn more about the interface and common configuration fields across report types, refer Roll-Up Reports for Jira Interface.

For the report result generated from Actions, you can click 💾 to Save Selections for the report type and click ⬇ to Export to excel. To refresh the report for selections, click 🔁 Refresh results.

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Epic Roll-Up Report

Embedded Epic Roll-Up Summary

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