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This guide will walk you through the Report Builder interface and its modules, providing you with a comprehensive understanding of its structure.
Launching the Application
Typically, you can access the application through a button located in the dropdown menu of your Jira Software or Jira Service Management. To find it, simply click on the 'Apps' button situated in the top menu.
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If the application is not visible in this dropdown menu, please reach out to your Jira Administrator for resolution. |
Initial Launch
Upon launching the Report Builder for the very first time, you will be directed to a start page. This page offers an explanatory overview of the application's features and the actions you can perform within it.
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The next steps will provide you with a detailed overview of the interface and application modules to help you get started with report creation.
The Report Builder Modules Panel
As illustrated in the previous screenshot, the left panel of the Report Builder contains buttons that provide navigation to various modules of the application. Each module serves a dedicated purpose:
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Each of these buttons serves as a navigational tool to make your use of the Report Builder more efficient and intuitive.
Create Report
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Module
Let’s image you’ve tapped the plus sign button and navigated to Create Report Screen Module as shown below:
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At the very top of the screen is the reports navigation panel, which provides shortcuts to
"Create report" which routes you to the Report
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gallery, where you can see all available reports
"Shared reports" which takes you to a screen displaying reports that someone in your organization has shared with you
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"My reports" with a list of reports that you have created yourself
On the top right of the screen a self-help panel is located. This panel allows you to immediately start with universal report or to create/import new script report in Creator mode. From the same panel you could also reach the documentation or raise a support ticket. You may also request a custom report to be developed by Actonic team using this panel.
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Please notice Reports Beta-versions are not formally approved by Actonic product management Team, and are considered to be out of scope for Actonic Support |
Reports Dashboard Module
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Report Dashboards module contains all the reports created by you, and shared with you. To add reports into Jira Dashboards, please follow this guide. |
Reports Dashboard Module is designed to be a home for all the reports you created and still manage as an owner, as well as for all the reports shared with you by other users.
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For each report listed, the following information is provided:
Report Name
Report Type: The type can either be Universal (Table, Bar Chart, Number, etc.) or Scripted.
Last Modified Date: This indicates when the report was last updated.
Access List: Displays which users, groups, and project members have view and/or edit permissions for the report.
Actions: Here, you will find buttons that allow you to edit the report or delete it entirely.
By using the Reports Dashboard Module, you can efficiently manage and navigate through all your reports, making the task of report handling easier.
Other interface elements
This article only touches the basics of the application interface. To learn about all the interface elements and the they interact with each other, please follow the next guides on reports Gallery, Universal Report creation, ready-to-go reports creation, and reports sharing.