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Whiteboard Reports is available as an open BETA.
You can explore the BETA for free. In the near future, We’re going to launch new major features under a paid update.
You won't be charged unless you manually choose to install the paid update.
🗺️ Navigation
✍️ Step-by-Step
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Guide
Adding and configuring an issue list
Click on the issue list on the toolbar
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to position it on
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the grid
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. You can also hold it and drag it:
Click on
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Configure at the top of the report:
On the modal below,
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set the
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Issue Source (Required): Where will you report be extracting information from. Currently, there are two possible sources:
Saved Filter: You can select an available filter among those you have access to:
Advanced: You can perform a custom JQL search to bring more specific and complex results:
Fields: You can choose which fields should be displayed on your issue list. By default, Jira native fields will be already selected, but you can remove them anytime:
You can reorder the fields order by clicking on the three lines and dragging above or below another field:
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issue source for your issue list. You can select a saved filter or perform a personalized JQL query by clicking on Basic or Advanced:
| Note |
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The results brought depend directly on whether you have permission to view those issues or not, so be aware of the filters' sharing and security level when choosing your issue source. |
Click on the Fields tab to manage which fields will be displayed on your report:
By default, some native fields will be already added to the list, but can remove them by clicking on the X on the left.
Click on the dropdown to view the list of available fields. You can also start typing the field name to find it faster. To add a field, click on its name:
Click on Save to render your report.
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The issue list will be displayed as below:
Resizing an issue list
Click on the report to select it:
Click and hold the squares on
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You can also resize your report by holding the square corners and dragging them inward or outward:
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the corner and drag outward to increase the size of the report and inward to decrease it:
You can also increase only the issue list width by clicking, holding and dragging a side:
Adding a border
Click on the report to select it:
Click on the border icon to add. A border on the default color and size will be added to your report:
To personalize it, click on the chevron down and select the desired color and size:
Refreshing one or more reports
Click on the report to select it:
Click on Refresh on the bar to reload that single report:
If you wish to refresh all the reports added, click on the Refresh button on the left of the operation menu on the top-right corner:
Important Tips
Currently, the supported custom fields types are:
User Picker (Single User)
Select List (Single Select)
Select List (Multi Select)
Select List (Cascading)
Short Text
Paragraph
Tag Links
Date and Date Time
Radio Buttons
Checkboxes
SLA-related Fieds;
NAVIGATE THROUGH OUR DOCUMENTATION:
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