First-time launch, Interface and Modules

This guide will walk you through the Report Builder interface and its modules, providing you with a comprehensive understanding of its structure.

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.

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.

Open

Open

Report Builder home screen

Before you proceed with creating your first report, it's essential to familiarise yourself with the application's interface and modules. This knowledge will equip you with the necessary understanding to effectively navigate and utilise the Report Builder’s capabilities.

The next steps will provide you with a detailed overview of the interface and application modules to help you get started with report creation.

You can start with reporting right away by scrolling through Templates or selecting their categories first to filter the templates you need.

Open

Start reporting (new interface)

All tab contains all the reports and templates you have in one place (ones created by you and shared with you too)

My tab contains only the reports created by you

Shared tab contains only the reports share to you by other users

You can see the details of the application, access all documentation and guides from here:

Open

Report Builder main menu (new interface)

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.