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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.Custom fields panel to view the Roll-Up Report.

• Configuration fields: Provides various custom configuration fields based on the chosen report type.Column

  • Columns: The

  column

  • 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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• • The fields with a 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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  • Projects: The Projects drop-down list all the projects.

  You can select the required projects and click Done to

  • By default, the Roll-Up Report displays the result from all the projects. To view the report result for specific projects, select the required projects

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<Project list image >

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• • and click Done. 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.

  • Include Sub Tasks: To include the subtask for the chosen parent entity such as Epic, Sprint, Fix Version, Agile Board, Issue Type, and any Custom Jira field in the report result, select Include Sub Tasks.

  • Time display unit: Time display unit provides the option to display time in Hours, Days, and Pretty unit.

  • Other

  custom

  • configuration fields: Based on the selected report type, other

  custom

  • configuration fields are displayed

  . You can select the required fields.

• 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, Sprints Status, Fix Versions, Boards, Issue types and Roll-Up Field.

• 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 Selections) icon turns red. The red mark save icon indicates that the selections are not saved. To save

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• • the selection configurations of report type for the next time you revisit the report

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• • , refer to Save

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• • Roll-Up

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• • Report Selections.

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• • Export to excel: To download the result of Roll-Up

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• • Report type, 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 section displays the report for the chosen report type. Configuration fields can be added to the report as required. To expand the report view, click >. The expanded view displays the report at the issue-level with details. You can expand (>) and collapse (🔽) the view at the issue level as needed.

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To know the details of each report type, refer to the following pages.<Link to be provided>

• Epic Roll-Up Report

• Sprint Roll-Up Report

• Fix Version Roll-Up Report

• Agile Board Roll-Up Report

• Issue Type Roll-Up Report

• Custom Roll-Up Report