Creating your first Universal Report
Universal Visual Builder
The Universal report is placed under “Universal Visual Builder“ in Report Builder
Select a Template named “Blank (Universal visual builder)“ directly from Templates, or by filtering the “Basic charts, tables“ category
When you click the template, you’ll instantly see the pivot for the last project you worked on in Jira.
You can change the report name if needed
You can also choose additional projects, issues, or filters, or enter a direct JQL statement to search for another set of data to include in your report.
The Set Chart button lets you choose the visual that’s best suited for your report.
Every visual could be accompanied with a data table for a better analyis
In the ‘Set data’ menu, you can define how your data is grouped by selecting specific fields for rows and columns, and what calculations are to be applied to cells themselves
You can add the same field to rows and columns multiple times to build more complex reports, such as a date hierarchy. Simply insert the required date field (for example, ‘Created’) several times and format each instance as years, months, or days to achieve the desired breakdown.
You also could disable subtotals and change report fonts using “Styles“ menu.
The Calculate Values panel allows you to define how metrics are computed and displayed in your report. This is essential for tailoring your data analysis to specific business needs.
Setting | Description |
|---|---|
Title | Name your values / metrics (e.g., Count of Issues, Issues). |
Format | Choose how the metric is displayed:
|
Locale | Set the locale for number formatting (e.g., decimal separators, digit grouping). Default is system locale. |
Conditional Formatting
Enhance readability by applying formatting rules based on calculated values.
Feature | Description |
|---|---|
Condition | Define thresholds (e.g., Greater than 1, Equal to 0, “Compare to another metric“). |
Cell Styling | Customize cell background, border, and text color. |
Font Settings | Adjust font size and style for highlighted cells. |
🧠 Tips
Combine Calculate Values with Grouping to summarize metrics across categories (e.g., issues per assignee).
Use Conditional Formatting to highlight anomalies or performance targets.
You can add multiple conditions to tailor visual cues for different thresholds.
Legacy Interface (DC, Legacy Cloud)
To create new universal report, select it from Gallery as follows
When report is created, you need to enter report name
Then select a scope for a report as follows
You may select the required visualisations in “Set Chart“ menu. By default “Pivot table“ is applied
Using “Set data“ menu, you may choose if your data will be grouped by by certain fields in rows and columns
You may add certain fields into rows and columns multiple times to create complex report, for instance, Dates hierarchy. Just add dates required (f.i. “created” field) into the report several times and format the dates as years, months, and days to see the result.
You also could disable subtotals and change report fonts using “Styles“ menu on the top as follows