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.
✍️ Step-by-Step guide
Click on the pie chart on the toolbar to position it on the grid. You can also hold it and drag it from the toolbar:
.gif?version=1&modificationDate=1723402132959&cacheVersion=1&api=v2&width=600&height=338)
Click on Configure at the top of the report:
On the modal below, you’ll be able to set the following configurations for your report:
Title (Optional): An easy and fast way to identify what your report is about, e.g. All Closed Bugs.
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:
Statistic Source (Required): The criteria that will be used to categorize and sort out the results, e.g. assignee or issue type.
Remove Empty Values (Optional): You can choose to hide criteria that doesn’t bring back any issues.
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 filling all the information, click on Save to render your report:
The pie chart will be displayed as below:
You can resize the report by clicking on it and dragging the smalls squares on the corners inward or outward:
.gif?version=1&modificationDate=1723402414395&cacheVersion=1&api=v2&width=600&height=338)
To add a border, click on Add border. You can personalize the weight and color by clicking on the arrow on the right:
To refresh this single report and bring the more recent updates, click on Refresh above the report:
You can also refresh all the reports on the grid at the same time by clicking on Refresh on the top of the board:
To see issues for each criteria on the issue search, click on their name on the list:
Important Tips
If the pie chart is not available on your toolbar, visit our documentation on REPORTS to understand how to see and add the available reports to your whiteboard.
You can change the title, issue source and statistic type at any time by selecting the report and clicking on Configure again.
If your chart has more than seven divisions, they’ll be displayed as Others.
0 Comments