Reports overview
- Nisha Shantilal
The Reports section in the main navigation provides a central space to access and manage your reports, including the reports you have created and saved and those shared with you.
My Reports
The application enables you to save reports and provides quick access to frequently used reports with predefined criteria and filters.
My Reports under the Reports drop-down shows a list of all the reports that you saved and details of each report - last modified date, if the report is published, the link to the published URL, subscription details and number of shares. The page also shows options to schedule, share, publish, copy, and delete the reports.
Once a report is saved from the report designer interface, it will show up in the Reports → My Reports section.
If a category was assigned to the report while saving, it will show up in the Category drop-down, allowing to filter on specific types of reports.
Clicking on the report name will open the report in the designer interface and run it (if the report is set to run automatically under My Area → My Preferences section)
Clicking on the new window
icon on the left of the report name will do the same action as above but in a new window
To schedule a report to be sent at a particular interval to certain participants, a subscription needs to be created. Please find details here
A report can be "Published" to generate a public URL which can be shared with non-Jira stakeholders so that they can view the output. Please find details here.
A report can be shared with other Jira users and with teams created within the app. Please find details here.
The icons under Actions are for editing, copying and deleting the report (in that order)
Shared Reports
The app allows the sharing of saved reports. The owner/creator can share a report with other Jira users belonging to the same organization.
The Shared Reports tab lists all the reports that have been shared with the logged in user by other users in the same organization
It also displays report details like category, last modified, published view, owner (the user who shared it) and actions of open, copy to Saved Reports and delete
The Category drop-down is updated with the category of the shared report, if it exists. The category drop-down allows to filter on specific types of reports.
If while sharing, the owner has allowed the logged in user to edit the report then
if the logged in user makes changes and saves the report, the changes made are visible to the owner as well as to others with whom the report is shared
if the logged in user makes changes and clicks ‘Save As’, the changes made are only visible to the logged in user
If while sharing, the owner has allowed the logged in user to edit the report and the logged in user publishes the report, the published view is also available to the owner
the logged in user though cannot remove the published view or add access permissions on the report; that can only be done by the owner
The icons under Actions are for opening the report, copying the shared report to logged in user’s ‘My Saved Reports’ and deleting the share (in that order)