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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.

Learn More →

✍️ Step-by-Step guide

  1. Locate the issue list on the toolbar:

Screenshot_18.png
  1. To position it on your grid, you can either click on it or drag it from the toolbar to the desired position:

2024-07-2209-48-07-ezgif.com-video-to-gif-converter.gif
  1. Click on configure at the top of the report:

Configure Issue List.png
  1. On the modal below, you’ll be able to set the following configurations for your report:

  • 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:

      Issue List Saved Filter.png
    • Advanced: You can perform a custom JQL search to bring more specific and complex results:

      Screenshot_19.png
  • 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:

    Issue List Fields.png
  1. You can reorder the fields order by clicking on the three lines and dragging above or below another field:

2024-07-2210-30-51-ezgif.com-video-to-gif-converter.gif
  1. After filling all the information, click on Save to render your report. It will be displayed on the grid as shown below:

Screenshot_20.png

  1. You can also resize your report by holding the square corners and dragging them inward or outward:

2024-07-2210-33-39-ezgif.com-video-to-gif-converter.gif

(lightbulb) 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;


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