Why Multi-Level Reporting Matters in Jira?

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Jira is a powerful tool for managing projects, tracking issues, and customizing workflows. From the very start, having end-to-end traceability and clear visibility into how issues relate — whether that’s a Support Request leading to a Bug or Feature, then flowing into Epics and Stories — can make all the difference in understanding project health. When projects become more complex — with multiple teams, layers of tasks, and custom issue types — it becomes essential to view data in a hierarchy that reflects that reality. Multi-level reporting helps you see Epics, Stories, Sub-tasks, and any custom issue type in their actual relationships, making it easier to track progress, identify bottlenecks, and plan ahead.

Our team at Optimizory Technologies wanted a way to take Jira’s strong reporting foundation and make it even more adaptable for real-world project structures. That’s how Report X was born — to give every team the freedom to define, view, and share their Jira data in a way that matches how they work.

Designing Reports That Match Your Workflow

With Report X, you can set your own hierarchy — whether it’s a simple Design → Task/Story → Test → Defect chain or a deeply nested, multi-level structure. Once defined, your hierarchy appears on a single screen, making it easy to explore relationships and drill into details.

We’ve also added flexible viewing options:

• Tabular View for detailed, spreadsheet-style analysis with multiple fields at once.
  
  
• Card View for a Kanban-style, visual overview of your workflow at a glance.
  
  

You choose the fields to display, so your reports focus only on the data that matters most to your team.

Smarter Filtering and Reusable Reports

Filtering is fully flexible — use Jira’s JQL for precise results or let Rovo, our built-in AI assistant, turn plain language into the perfect query. Rovo can also help you analyze complex hierarchies, summarize trends, and answer questions about Report X features right inside the app.

Once you’ve built a report, you can save your configuration — filters, fields, and layouts — so you can recreate it instantly without starting from scratch every time.

Highlighting What Matters Most

Data is more useful when the important details stand out. That’s why Report X includes conditional formatting, letting you color-code rows or columns based on your own rules. Critical deadlines, overdue issues, or high-priority tasks become instantly visible.

Sharing Reports Without the Hassle

We’ve made collaboration seamless:

• Sharable Links keep everyone aligned with the latest live view.
  
  
• Confluence Embeds bring dynamic data directly into your project spaces.
  
  
• CSV Exports preserve the full hierarchy for offline analysis or other tools.

Why We Built It

We created Report X because we believe Jira reporting should be as dynamic and adaptable as the projects it supports. By combining Jira’s robust capabilities with custom hierarchies, flexible layouts, AI-powered assistance, and effortless sharing, Report X turns your Jira data into clear, actionable insights.

If your team is ready to experience multi-level reporting in Jira, you can explore Report X now in the Atlassian Marketplace.