Roll-Up Reports for Jira enables you to view provides quick Roll-Up Reports of data insights for Epic, Sprint, Fix Version, Agile Board, Issue Type, and Custom Jira fields.
To open Roll-Up Reports for Jira interfaceapp, navigate to Apps > Roll-Up<Screenshot with labels for the sections>. The reports interface displays the Epic Roll-Up Report type by default.
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Roll-Up Report types: type: Click the required report type - Epic Roll-Up Reports can be viewed for Epic, Sprint Roll-Up, Fix Version Roll-Up, Agile Board Roll-Up, Issue Type Roll-Up, and custom Jira field. By default, Epic Custom Roll-Up Report is displayed. To view other reports, click the required report type to view the Roll-Up Report.
Custom fields panel: Provides various custom fields based on the chosen report type.Column
Columns: The
columns drop-down contains all the standard Jira Text fields, Date fields, and Numeric fields. You can select the required fields and click Done to add to the report result.
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Projects: The Projects drop-down list all the projects.
To view the report result for specific projects, select the required projects and click Done
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<Project list image >
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The Projects drop-down gets prefixed with a filter icon
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to indicate that the report result is for specific projects
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selection.
Other custom fields: Based on the selected report type, other custom fields are displayed
Report result pane: Report result pane displays the report for the chosen report type. By default, the report displays the result of all the projects.
For the report result generated, you can save your selections for each report type (provide the action button) and export the report to excel. To refresh the report for selections, click Refresh results.
such as Epic Status, Sprint Status, Fix Versions, Issue types.
Actions allow you to save selections for the report type, download the report, and refresh the report result.
Save Selections: Once you change your selections for report result, the Save icon turns red. The red mark save icon indicates that the selections are not saved. To save your selection configurations of report type for the next time you revisit the report type, refer Save
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Export to excel: To download the result of Roll-Up
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Report type,
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click Export to excel.
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The report is downloaded in Excel format and can be viewed in downloads.
Refresh results: To refresh the report, click Refresh results.
Report result: Report result displays the report for the chosen report type. Custom fields can be added to the report as required.
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To know the details of each report type, refer to the following pages.<Link to be provided>