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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:
If the Issue List is not available on the toolbar, click on the chevron next to the available report to open the Reports window. Locate the Issue List and click on use report:
Click on Configure at the top of the report:
The configuration modal will be open. Click on the tabs or on Next to navigate between them:
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On the
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tab Source, fill the following fields:
Issue Source (Required):
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Which issues will your button return. You can select
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Advanced: You can perform a custom JQL search to bring more specific and complex results:
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a saved filter or perform a personalized JQL through the JQL Builder or a JQL query:
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You can validate the query for your saved filter or your basic search for the number of issues returned. |
On the tab Fields, manage which fields will be displayed on your report. By default, five native fields will come pre-selected, but you can remove them
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at any time by clicking on the X on the right:
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You can reorder the fields order by clicking on the three lines and dragging above or below another field:
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On the tab Customize, fill the following fields:
Title (Optional): An easy and fast way to identify what your report will be returning (e.g. Only Resolved Issues):
Size (Small by Default): Set in which size should the title be rendered on your report:
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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. |
After setting all the information, click on
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save to render your report
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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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:
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You can validate the query for your saved filter or your basic search for the number of issues returned. |
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 the corner and drag outward to increase the size of the report and inward to decrease it. You can also increase only the width by dragging the lateral of the report:
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:
You can change its size or color by cllicking on the chevron next to the border icon and selecting the desired options:
Refreshing one or more reports
Click on the report to select it:
Click on the Refresh button above the report:
To refresh all the reports on the grid, click on the Refresh button on the left:
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;
Resolution;
Parent;
Sprint;
NAVIGATE THROUGH OUR DOCUMENTATION:
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