Report Templates
- Nisha Shantilal
The Reports and Timesheets for Jira app enables you to quickly get started with various pre-designed templates organized into different report categories.
Navigate to Templates
Once the app is installed, go to Jira > Apps > Reports and Timesheets. The Create your first report page opens.
To view the list of templates and to begin creating your reports, click Explore more templates or Create new Report.
If you have any saved reports, the My Reports page opens. To create a new report, click Create new Report.
The All Templates dialog opens.
To create a new report, choose a template and click Use template. Alternatively, If you prefer to build the report from scratch, click Start from scratch.
How to explore and use the templates
To select a template, you can either scroll through all templates, navigate by categories, or search for a template.
Scroll through All Templates: The All Templates dialog shows a list of all available templates by default. Simply scroll through the list and choose a template.
Navigate by categories: The left panel lists the various report categories. To view templates within a specific category, click the category name, and you will view the templates in that category.
For example, clicking on the Status reporting category, displays only the templates related to Status reports.
Search a template: To find a specific template, enter the keyword in the search text field. The search result will display the templates that match your keyword from all templates under the All Templates category.
For example, searching for Status will display all the templates matching the keyword status.
Create a report using templates
Once you have chosen a template using any of the above options:
Click Use template to open the report interface.
The selected template runs automatically and generates the report.
If you want to stop executing the report, click Cancel.
The report is generated and displays the result. The template outlines the report type and the fields used to create the report.
Make the required changes to customize the report, and then click Save As to save the report.
If you do not save the report, it will not be saved and will not be available under My Reports.
The Save report dialog opens. Enter the Name, Category, and Description, and click Save.
The success message is displayed.
The report is saved and displayed in the reporting interface. You can view the list of saved reports under Reports > My Reports.
Create a report from scratch
To create a custom report, click Start from scratch. The report designer interface opens, and you can start creating your custom report. For more information, refer to Reporting Overview.
Related articles
For more details about using the report designer interface, refer to: