Fresh terminology for automation rules and components

An automation ‘rule’ is now a ‘flow', and a ‘component’ is now a 'step’. You may notice some inconsistencies in the documentation while we make this change. Read more about the updates in Automation

Create a new custom report

Although we provide you with default reports for your service space, you may want to create your own custom report.

You need to be a space admin to create or edit custom reports.

To create a new custom report:

  1. From your service space, select Reports.

  2. Select New report and enter a name for your report.

  3. Select Add series. What is a report series?

  4. Select the required series from the Series drop-down menu.

  5. Add a label name for the series that reflects what you’re measuring.

  6. Select a colour to be displayed on the graph for the series data.

  7. If desired, filter the series by work type, status, priority, or component. Select + More to add more filters.

    • To filter using Jira Query Language (JQL), select Switch to JQL and enter the required information. Learn more about JQL.

    • Select Basic to return to basic filters.

  8. Select Add.

  9. If desired, select Add series and repeat steps 4–8 to add up to 20 series.

  10. Select Create.


 

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