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How to create custom reports in Jira?

Prasad.S December 13, 2024

Hi all, could you please explain me on how to create a custom report in Jira. Based on my requirement i have to create multiple reports like  Requirements traceability, test cases execution, Defect age(5days, >5 days, < 5days)..... etc. 

5 answers

1 vote
Alexey Pavlenko _App Developer_
Atlassian Partner
December 15, 2024

Hi @Prasad.S ,

Unfortunately, the data you provided is not enough to answer your question definitely. It all depends on how do you track all of these. There is some probability that you will be able to achieve that with JQLs and native JIRA gadgets. If not, and you use sprints, then you can try the app I have developed - Multi-team Scrum Metrics & Retrospective. It has a lot of capabilities that can help you report - for example, you can track any custom metric constructed via JQL - and even retrospect in place.

Screenshot 2024-12-15 223755.pngScreenshot 2024-12-15 223920.png

Best regards,
Alexey

0 votes
Vitalii_Bobak_SaaSJet
Atlassian Partner
December 18, 2024

Hi @Prasad.S  👋

Creating custom reports in Jira depends on the type of information you're looking to track and visualize. For basic reporting, Jira's built-in tools, like JQL (Jira Query Language), and dashboards can help you get started. For example, you can use filters with JQL queries to define criteria such as:

  • Requirements traceability: Link issues using issue linking or epics and sub-tasks, and use filters to track their relationships.
  • Test case execution: Track the status of test cases by their execution status, provided you're using a test management app.
  • Defect age: Use JQL queries to filter issues by their creation or updated dates. For example:
    • status = "Open" AND created <= -5d for defects older than 5 days.
    • status = "Open" AND created >= -5d for defects younger than 5 days.

However, for more advanced custom reporting, especially if you need detailed time tracking metrics such as defect age grouped by ranges or status time insights, you might benefit from an add-on like Time In Status.

With Time in Status, you can:

  • Track how long issues stay in each status (e.g., Open, In Progress, etc.).
  • Create detailed reports like Defect Age, Lead Time, or Cycle Time without complex JQL.
  • Use customizable reports, including charts, to visualize and export data (Excel/CSV).
  • Drill down into workflows to identify bottlenecks and improve processes.

Знімок екрана 2024-08-20 о 17.30.59.pngAlso you can see Time in States Metrics as a Dashboard Gadget. For an example how long a task was in progress on each Assignee or how long it was Unassigned. You also have a Table or Chart view for this.

Знімок екрана 2024-07-31 о 13.53.29.png    Знімок екрана 2024-07-31 о 13.54.38.png

4. For more in-dept analysing try out Pivot view table. We can evaluate how much the time in the In Progress status has changed depending on the number of tasks, and we can also “dive deeper” and see which tasks have spent a lot of time.

2024-05-30_12-09-02.png

Add-on developed by my team.

You can also book a live demo - we'll show you the application inside out and answer all your questions.

I hope you find this helpful 🚀

0 votes
Danut M _StonikByte_
Atlassian Partner
December 14, 2024

Hi @Prasad.S,

My advice is use Jira dashboards, not Jira reports, for your use case. They have the advantage of being highly customizable and centralizing all the information in one place. In addition, they can be shared with other users. 

Jira offers many gadget that you can use. Look at Filter Results, Pie Chart, Two Dimensional Filter Statistics or Issue Statistics gadgets of Jira.

In addition, you can find many plugins on Atlassian Marketplace that offers additional dashboard gadgets.

In case you need to use a plugin, our Great Gadgets app offers many gadgets that can be very helpful for your use case: WIP Aging Chart gadget, Pivot Table & Pivot Chart gadget, Advanced Issue Filter Formula gadget and many more.  See this article to make a better idea: Building a powerful Kanban dashboard in Jira with Great Gadgets app.      

Danut.

 

0 votes
Marc - Devoteam
Rising Star
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December 13, 2024

Hi @Prasad.S 

There are dashboards to be build, that can provide insight in Jira issues.

Also there are options on the marketplace to enhance this.

Do you use a Test Management app, does that provide reports?

But not in the least, Jira is not a reporting tool.

If you have requirements that requires you to, simply said query data and combine as required, then you are referring to BI.

Then use the API possibilities native, and some times apps provide options as well, or even apps on the marketplace to have export options to specified BI tooling.

Then use a BI tool to create the report you require.

0 votes
Jack Brickey
Community Champion
December 13, 2024

Hi @Prasad.S , what exactly defines a report in your case? Do you want a list of issues that meet a certain DB query? If so use JQL (basic or advanced) to create, save, and subscribe to filters. Or maybe your requirements would be better served by a dashboard that illustrates your data, using various lists, graphs and charts. To be clear, in order to support you more completely I would need greater details around your goals and requirements.

Prasad.S December 13, 2024

Thank you @Jack Brickey , I have to create report between user stories and Test cases, its like RTM.

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