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Creating a report

To create a new report, first navigate to the Reports screen. Then, click the Create report button.

Reports screen with the 'Create report' button hoveredReports screen with the 'Create report' button hovered

The Create report dialog will appear.

Create report dialog with empty form fieldsCreate report dialog with empty form fields

Start by entering a Name for the new report. You can also optionally enter a Description to help others understand the purpose of the report.

Create report dialog with report name and description fields populatedCreate report dialog with report name and description fields populated

Next, select a Data source. The data source determines which Jira data will be used to generate the report. Learn more about configuring the data source.

Create report dialog with data source field openCreate report dialog with data source field open

With both required fields populated, click the Create button to create the report.

Create report dialog with all fields populated and the 'Create' button hoveredCreate report dialog with all fields populated and the 'Create' button hovered

You will be redirected to the Report screen, with the newly created report displayed in configuration mode. Learn more about configuring the report.

Report screen in configuration modeReport screen in configuration mode
tip

If there is an existing report with a configuration similar to that of the new report that you wish to create, you can save time by copying the existing report instead of starting from scratch.