Saved Reports
- Justin Meyer
- David Nicholas
Overview
Status Reports allows you to save report settings, making it easy to jump back into a report for additional editing or sharing.
Use
Creating a Report
Before creating a report, you must add reporting data by adding primary JQL to the sources tab.
Click Create new report:
Provide a name:
Click Confirm
Copying a report
Click Copy report:
Provide a new name:
Click confirm:
Updating a Report
The ability to update a report only appears after you have made some changes to an already-loaded report. This can include updates to view settings, controls, timing changes, or the report source.
Click Save report:
Click Save changes:
Creating a new Report from Unsaved Changes
The ability to create a new report from unsaved changes only appears after you have made some changes to an already-loaded report. This can include updates to view settings, controls, timing changes, or the report source.
Click Save report:
Click Save new report:
Enter a new name:
Click Confirm:
Reverting Unsaved Changes
The ability to revert unsaved changes on a report only appears after you have made some changes to an already-loaded report. This can include updates to view settings, controls, timing changes, or the report source.
Click Reset changes:
Changing a report’s name
Click the report’s name:
Enter a new name:
Click the check icon:
Finding reports
Click Saved reports:
Saved reports will open a drop-down displaying your five most recently viewed reports. If the report you’re looking for is in the list, click the report name:
If the report you’re looking for is not in the list, you can view the full list of saved reports by clicking View all saved reports:
Select the report you are looking for:
Deleting a report
Click Saved reports:
Click View all saved reports:
Click … on the report you want to delete
Click Delete report:
