Jira apps
Advanced Reports (Jira)
How to Create Reports - Quick Guide

Advanced Reports LogoHow to Create Reports

This guide will help you create your first report with dynamic data from Jira. Reports combine narrative text with live data visualizations to tell the story of your project.

Getting Started

Creating a report involves three simple steps:

1. Define Your Data Scope

First, specify which Jira work items your report will analyze:

  • Use JQL queries to filter by status, assignee, project, or any other criteria
  • Select existing saved filters, boards, or sprints
  • You can define multiple filters for different sections of your report

2. Add SQL Queries

Choose from pre-built SQL queries that generate the data you need:

  • Cycle Time Analysis - Track how long work items spend in each status
  • Velocity Metrics - Measure team productivity and capacity
  • Quality Metrics - Monitor bug rates and resolution times
  • Custom Queries - Create your own analysis using SQL

For each query, specify:

  • Which work item filter to use
  • Any required parameters (e.g., specific status categories or work item types)

3. Build Your Report

Use the editor to create your report content:

  • Write narrative text - Explain your findings and insights
  • Insert tables - Display raw data in organized formats
  • Add charts - Visualize trends and comparisons
  • Show single values - Highlight key metrics like averages or totals

Tips for Great Reports

  • Start with a template - Use pre-built report templates as a starting point
  • Tell a story - Combine data with explanations of what the numbers mean
  • Use multiple visualizations - Tables for detail, charts for trends, single values for key metrics
  • Keep it focused - Each report should answer specific questions about your project
  • Update regularly - Reports automatically refresh with the latest Jira data

Need Help?

  • Browse the Local Insights section to see available data sources
  • Check out report templates for examples and inspiration
  • Use the Charts guide to learn about creating custom visualizations

Your report will automatically update whenever you refresh it, ensuring you always have the latest insights from your Jira data.

SupportIntroduction