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You can save issue searches as  filters. Filters let you:

  • Share and email search results with your colleagues, as well as people outside of your organization
  • Create lists of favorite filters
  • Have search results emailed to you according to your preferred schedule
  • View and export the search results in various formats (for example, RSS or Excel)
  • Display the search results in a report format
  • Display the search results in a dashboard gadget

Saving a search as a filter

  1. Define and run your search.
  2. Click the Save as link above the search results.
  3. Enter a name for the new filter and click Submit.

Your new filter is added to your favorite filters.

To change your filter's sharing settings:

  1. Choose Details > Edit permissions
  2. Select a group, project, any logged in user, or public and choose Add.

Running a filter

  1. Choose any filter from the list on the left:
    • System filters appear at the top of the list, including: My open issues, Reported by me, All issues, Open issues, Done issues, Viewed recently, Created recently, Resolved recently, and Updated recently.
    • Your favorite filters appear after system filters, listed alphabetically.
  2. After selecting a filter, the search results are displayed. The search criteria for the filter are also displayed and can be changed.

Managing your existing filters

Searching for a filter

You can find and run any filters that you have created or that have been shared by other users.

  1. Enter your search criteria in the search box above the list of filters.
  2. Select the name of any issue filter to run it.

Updating a filter

You can update the name, description, sharing, favorite of any filters that you have created. If you want to edit a filter that was shared with you, either clone (aka copy) the shared filter, or ask your Jira administrator to change the filter's ownership.

Update the filter's details:

  1. Locate the filter you wish to update.
  2. Select more (•••) > Edit filter details.
  3. The Edit Current Filter page displays, where you can update the filter details as required.
  4. Click Save to save your changes.

Update the filter's search criteria:

  1. Locate the filter you want to update and run it.
  2. Update the search criteria as desired, and rerun the query to ensure the update is valid. You will see the word Edited displayed next to your filter name.
  3. Click Save to overwrite the current filter with the updated search criteria. If you want discard your changes instead, click the arrow next to the save button, and select Discard changes.

Deleting a filter

You can delete custom filters, but you cannot delete default system filters.

  1. Locate the filter you wish to delete.
  2. Select more (•••) > Delete filter.

Copy a filter

You can copy any filter that was either created by you or shared with you.

  1. Locate the filter you wish to copy.
  2. Select more (•••) > Copy filter.
  3. Give the filter a new name.
  4. Select Save.

Adding a filter as a favorite

Filters that you've created or that have been shared by others can be added to your favorite filters.

  1. Choose the Jira icon ( or ) > Issues and filters.
  2. Locate the filter you wish to add as a favorite.
  3. Click the star icon next to the filter name to add it to your favorites.

Sharing a filter

Filters that you have created can be shared with other users via user groups, projects, and project roles. They can also be shared globally. Any filter that is shared is visible to users who have the Administer Jira global permission. See Managing other users' shared filters below.

  1. Locate the filter you wish to share, click more (•••) > Edit filter details.
  2. Update the Shares field by selecting the group, project, or project role that you want to share the filter with, and clicking Add.
    You can only share filters with groups/roles of which you're a member.

  3. Click Save.

If you can't see the filter's sharing configuration, you'll need your Jira administrator to give you the Create Shared Object global permission.

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You can also share your filter by running it, then clicking Share. You can copy the URL of the filter or send it directly to another person or email address.

Defining a filter-specific column order

You can add a defined column order to a saved filter, which displays the filter results according to the saved column order. Otherwise, the results are displayed according to your personal column order (if you have set this) or the system default.

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To display your configured column order in a filter subscription, select HTML for the Outgoing email format in your profile. If you receive text emails from Jira, you won't be able to see your configured column order.

To add a column layout to a saved filter:

  1. Locate the filter you wish to update
  2. Select the filter's name to display the results. Be sure you are viewing the filter in the List view, so you see the columns.
  3. Configure the column order as desired by clicking on the column name and dragging it to the new position. Your changes are saved and will be displayed the next time you view this filter.

To remove a filter's saved column layout:

  1. Locate the filter you wish to update.
  2. Select the filter's name to display the results. Be sure you are viewing the filter in the List view, so you see the columns.
  3. Click the Columns option on the top right of the displayed columns, and select Restore Defaults in the displayed window.

Exporting column ordered issues

When the results of a saved filter are exported to Excel, the column order and choice of columns are those that were saved with the filter. Even if a user has configured a personal column order for the results on the screen, the saved configuration is used for the Excel export. To export using your own configuration, save a copy of the filter along with your configuration, and then export the results to Excel.

Subscribing to a filter

See Working with search results.

Managing other users' shared filters

shared filter is a filter whose creator has shared that filter with other users. Refer to Sharing a filter above for details. When a shared filter is created by a user, that user initially 'owns' the shared filter. Being the owner, they can edit and modify the shared filter.

If you have the Jira Administrators global permission, you can manage shared filters that were created by other users. For instructions, see Managing shared filters.