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Configuring data source settings

Data source settings determine which Jira issues will be available to the report.

Settings pane with the 'Data source' tab selectedSettings pane with the 'Data source' tab selected

Data source​

This is a required field.

Data source is a required field that specifies the data source for the report. To change the data source, open the dropdown menu and select the data source you want. There are five data sources available.

'Data source' field with dropdown menu open and a data source selected'Data source' field with dropdown menu open and a data source selected

Select a project​

All issues belonging to the specified project will be available to the report.

If the data source is set to Select a project, the Project field will be displayed. To select a project, start typing the project name into the input to search for it, and click the project name in the dropdown menu when it appears.

'Data source' field with 'Select a project' selected and the 'Project' field visible with dropdown menu open and a project selected'Data source' field with 'Select a project' selected and the 'Project' field visible with dropdown menu open and a project selected

Then, click the Apply changes button to change the data source.

'Data source' field with 'Select a project' selected, a project selected, and the 'Apply changes' button hovered'Data source' field with 'Select a project' selected, a project selected, and the 'Apply changes' button hovered
warning

Ensure that the intended users of the report have permission to view the selected project. If they don't, they'll receive an error when they try to view the report, or the report will not display any data.

Select a board​

All issues belonging to the specified board will be available to the report.

If the data source is set to Select a board, the Board field will be displayed. To select a board, start typing the board name into the input to search for it, and click the board name in the dropdown menu when it appears.

'Data source' field with 'Select a board' selected and the 'Board' field visible with dropdown menu open and a board selected'Data source' field with 'Select a board' selected and the 'Board' field visible with dropdown menu open and a board selected

Then, click the Apply changes button to change the data source.

'Data source' field with 'Select a board' selected, a board selected, and the 'Apply changes' button hovered'Data source' field with 'Select a board' selected, a board selected, and the 'Apply changes' button hovered
warning

Ensure that the intended users of the report have permission to view the selected board. If they don't, they'll receive an error when they try to view the report.

Select a filter​

All issues returned by the specified filter will be available to the report.

If the data source is set to Select a filter, the Filter field will be displayed. To select a filter, start typing the filter name into the input to search for it, and click the filter name in the dropdown menu when it appears.

'Data source' field with 'Select a filter' selected and the 'Filter' field visible with dropdown menu open and a filter selected'Data source' field with 'Select a filter' selected and the 'Filter' field visible with dropdown menu open and a filter selected

Then, click the Apply changes button to change the data source.

'Data source' field with 'Select a filter' selected, a filter selected, and the 'Apply changes' button hovered'Data source' field with 'Select a filter' selected, a filter selected, and the 'Apply changes' button hovered
warning

Ensure that the intended users of the report have permission to view the selected filter. If they don't, they'll receive an error when they try to view the report.

Enter a JQL query​

All issues returned by the specified JQL query will be available to the report.

If the data source is set to Enter a JQL query, the JQL Query field will be displayed. To specify the query, type it into the input.

'Data source' field with 'Enter a JQL query' selected and the 'JQL query' field visible with a valid query populated'Data source' field with 'Enter a JQL query' selected and the 'JQL query' field visible with a valid query populated

The query will be automatically validated as you type. If the query is invalid, the validation errors will be displayed below the input.

'Data source' field with 'Enter a JQL query' selected and the 'JQL query' field visible with an invalid query populated and validation errors displayed'Data source' field with 'Enter a JQL query' selected and the 'JQL query' field visible with an invalid query populated and validation errors displayed

When you are satisfied with the query, click the Apply changes button to change the data source.

'Data source' field with 'Enter a JQL query' selected, a query populated, and the 'Apply changes' button hovered'Data source' field with 'Enter a JQL query' selected, a query populated, and the 'Apply changes' button hovered
tip

If there is an existing filter that targets the same issues as the JQL query you want to enter, you may want to select the filter instead.

All issues​

All issues that the viewer has access to will be available to the report.

'Data source' field with 'All issues' selected'Data source' field with 'All issues' selected

After selecting All issues, click the Apply changes button to change the data source.

'Data source' field with 'All issues' selected and the 'Apply changes' button hovered'Data source' field with 'All issues' selected and the 'Apply changes' button hovered
warning

This data source is not recommended. In many Jira instances, it will return a very large number of issues and may cause the report to load very slowly or become unresponsive.

Previewing report data​

You can use the preview pane to verify that the data source you have configured is returning the issues you expect.

Report screen in configuration mode with the preview pane visibleReport screen in configuration mode with the preview pane visible

If the data set isn't quite what you want, continue to adjust the data source settings until it displays the issues you expect.

Narrowing the data set​

If the data set is too broad, you can narrow it in two ways:

tip

Selecting a more precise data source is the recommended approach as this method offloads the heavy lifting to Jira and yields better report performance. Use filtering rules as a secondary method to narrow the data set when a more precise data source is not available.

If no data is displayed​

In some cases, the preview pane may display a message indicating that no issues were found.

Preview pane with 'We couldn't find any data to display' messagePreview pane with 'We couldn't find any data to display' message

There are several possible causes:

  • The configured data source does not return any issues for any user of the report (e.g. the selected project is empty, or there are no issues that meet the conditions of the selected filter). In this case, continue to adjust the data source until it returns some issues.
  • The configured data source does not return any issues for some users of the report due to Jira permissions (e.g. the selected project contains issues, but the current user does not have permission to view them). In this case, either adjust the data source to align with the permissions of the intended users of the report, or ask Jira administrators to grant the necessary permissions to the affected users.
  • There are filtering rules configured that exclude all of the issues returned by the data source. In this case, adjust the filtering rules until the report displays the issues that you expect.