Using Ready-to-go reports from Gallery
Introduction
This user guide will help you understand how to navigate and utilise the ready-to-go reports available in the Gallery. Please note that this guide does not cover the functionality of the Universal Report. For information on the Universal Report, please refer to the Universal Report Guide.
A per-report guides exist, you may read them here
The process on how to use the ready-to-go reports (templates) is explained below:
Let’s go through the process step-by-step.
Using a gallery report step by step
You can pick a template by browsing through the list of options or using the search and category filters. Templates are always accessible from the left panel of the application.
When the choice is done, simply click with left mouse button on the report icon.
Filling in Parameters
In this context, parameters define the data scope that we intend to retrieve from Jira. You can set these parameters either through JQL or a pre-defined user input form. To start defining parameters, click "select tickets" as shown on a screenshot below:
Please notice that by default, Report Builder selects the latest report you used (for Agile reports - it would be Agile report, for ITSM - Service Management Report, for any other cases - just any latest report you used).
If you prefer, you can click "Switch to JQL" to enter your JQL expression directly.
Fetching Data
Once you've defined your parameters, the Report Builder performs an initial data fetch to display the data chunk you are requesting from Jira, as shown below on a screenshot:
Each time you click the "refresh" button, the data is fetched according to the set parameters.
However, you can skip this step and proceed with further report configuration if you wish.
Some reports allow you to modify the initial data score. For the chosen report, the "Days previously" field dictates how far back the data is gathered:
Selecting calculation methods
While the core calculation methods for Gallery reports are hidden from the user interface, you can still apply simple pre-defined rules to compute the report outcomes. These may include basic aggregation rules (minimum, maximum, average, etc.), date grouping rules (by days, weeks, etc.), or specific ticket skipping rules.
For the chosen report, you can select how to aggregate data around dates as shown on a screenshot below:
Different methods may be available for other reports.
Selecting visualisation options
While Gallery reports come with pre-defined visuals, you can make some visualization changes. For instance, in our chosen report, you can select the color scheme:
Other reports may offer different visualization tools.
Formatting and rendering the report
A few formatting options are typically available:
Show Data Table: Enables you to review the chart data in a table format.
Show Report Sources: Presents the entire set of gathered data in a table format.
To enable these options, click on the corresponding checkboxes as shown on a screenshot below:
Finally, to render the report, click on the "refresh" button (as mentioned in the Fetching Data section). Your gathered data will be presented, and the report will be rendered as shown on a screenshot below:
After Report Generation
That’s it! you can now save the report to your dashboard using “Add to my reports“ button, edit the report permissions as described in this guide, export the report as described here, or add it to the dashboard as per this article.
Read more about Gallery Reports: Report Guides