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This article covers an overview of how reporting works in the add-on app and the available features. There are detailed articles on how to create each type of report at the end of this article.
The Designer interface (screenshot below) opens when you navigate to Quick Links > Custom Reporton the top navigation bar and also when you click Custom Report from the left Jira menucreate a report using a template or build one from scratch.
Type of Report: The add-on app is capable of creating multiple types of reports - List, Matrix, Time Tracking, Chart (Bar, Line, Pie), Hierarchy, Trend, etc. You can change the type by clicking on the Type drop-down. By default “List” is selected
Fields List: The fields list in the left panel has all the fields that can be added to the report. The search box on the top of the fields list allows user to search for a particular field by name. This list contains all standard Jira fields, custom Jira fields, calculated fields created using Reports and Timesheets for Jira app. The fields with a
symbol are explained in detail here.
Under certain field groups, click More to view the complete list of fields. This opens a dialog displaying all fields related to the selected field group.
Issues Search: The designer interface provides “Issues search” filter which uses JQL query to limit the number of issues to be fetched and processed by the report. JQL can be provided by using any of the below methods
typed directly
pulled from existing Jira favorite filters (if any)
created using Appfire’s Custom filter widget
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To save the report, click Save. The Save report dialog opens, and you can provide the name, category, and description.
After saving the report, you can edit the report name, category, and description further by clicking Edit (
) next to the report name.Once the fields and filters have been added, clicking “Run” button would display the report results in the bottom right pane
More actions become available after the report results are displayed - View data, Export, and Share behind the report.
Share provides the option to Share publicly (Publish), Share internally, Print, Export, and Schedule updates.
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Share publicly (Publish): The report gets published, and a success message is displayed. Refer to Publishing a report.
Share internally: The Share report dialog opens. For more information, refer to Sharing reports with other Jira users.
Print: Opens the report in print mode.
Export: The report is saved in Excel format in the Downloads folder.
Schedule updates: This enables you to schedule saved reportsso that they are delivered via emailto specified recipients at a regular interval/frequency. Refer to Scheduling reports for automated delivery (subscriptions).
Field level filters and other settings can be set via the field settings dialog box, accessible via the cog icon on the field name
Multiple pages can be added to a report by clicking the “Add Page” button and each page can have it’s own settings accessible via “Page Settings” button
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Page settings dialog box will differ based on the report type being created. A few examples of different page settings dialog box are shown below
Bar Report page settings dialog box
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Line Report page settings dialog box
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Links to different types of reports