Pivot Report

Discover what is Pivot Report

This article explains what Pivot Report is, why you should use it with Jira, and how to get started.

What is Pivot Report?

Pivot Report is a reporting marketplace app for Atlassian’s Jira that helps you sum up, roll up, and break down your work item data—no spreadsheets required.

At its core, Pivot Report gives you a pivot-table-like experience inside Jira, without the need for Excel, allowing you to group work items by fields like assignee, priority, project, or any custom field, and then apply calculations such as count, time spent, story points, or Service Level Agreement (SLA) metrics.

Why should you use the app with Jira?

Pivot Report helps answer key questions that team leads and project managers face. It goes beyond tables by highlighting warnings and capacity gaps. These insights help you decide when to adjust scope or commitment dates to keep your project on track.

Core questions ever lead faces

Jira is flexible platform that helps teams around the world track and manage their development tasks. It’s truly powerful — with custom workflows, fields, work item types, and projects. You might start small, but once everything is set up, people in your company will quickly begin adding more and more work items to Jira. And it’s worth it. It really is.

Once most of your development data is stored in Jira, it’s the perfect time to start analyzing it. You’ll probably want to know things like:

  • What’s the big picture of what we’re doing?

  • Where are we now, and who did what?

  • Who’s involved in the process, and how much is left to do?

  • Are there any flaws in our plans?

Looking for answers

To answer the questions above, you explore Jira’s default reports. All the familiar terms are there, such as Sprint, Velocity, Burndown. Although, somehow, it’s still not enough. It just doesn’t cover everything you need for your use case.

So, you dig deeper. First, you learn advanced searching within the Issue Navigator. Then you build five, ten, maybe fifteen dashboards. Good progress — but still not quite enough. Why? Because you’re dealing with tables — countless tables full of columns, but with no clear overview of progress or totals.

Next, you start exploring the Marketplace for additional reporting options. And that’s when you realize that most reporting apps need extra setup. In many cases, they don’t align with your existing Jira configuration or project customizations. As a result, you can’t simply start using them without some adjustments. It’s not always the case, but it’s common enough to slow you down.

Colined’s journey

How do we know all of that described above? Well, both Colined founders started working with Jira more than a decade ago — and we’ve been in your shoes. That experience inspired us to create a report that answers the most common questions and works right out of the box, with little to no setup effort. That’s how Pivot Report was born.

Pivot Report’s answer to your needs

Whether you're managing a software project, a service desk, or a strategic roadmap, without the need for complex setup, Pivot Report helps you to:

  • Visualize key metrics in clean, customizable tables

  • Spot patterns and bottlenecks with flexible grouping and filtering

  • Share insights easily with live reports in Jira and Confluence and exportable snapshots

  • Stay on top of SLAs and cycle times in Jira Service Management

  • Support planning, progress tracking, and retrospectives for Agile and Advanced Roadmaps

How can you get started?

Get started by installing Pivot Report or exploring the demos we’ve prepared for you.

FAQ

How is your data stored?

No data is stored outside your Jira instance. The app does not copy or retain issue data externally. Because of this, it cannot access historical snapshots.

For example, it cannot calculate how quickly an Original Estimate was reduced over time.

If you uninstall the app and reinstall it later, previously created reports are not restored and settings return to their default values.

The app collects only the information required to generate reports and support troubleshooting. During the 30-day trial and the 14-day grace period, data is processed while the Cloud license remains active.

Once the license expires, data processing stops. All data becomes unrecoverable 14 days after the grace period ends.

Read access

The app requires read access to:

  • User permissions — to ensure it respects Jira’s native security scheme, so users see only what they are authorized to see.

  • Group memberships — to support aggregated reporting by Jira groups (for example, Engineering or Marketing).

Write access

The app requires limited write access for administrative and user experience purposes:

  • User default settings — to save personal preferences, such as filters, layout settings, and saved report templates.

  • Project-level configuration — to store app-specific settings at the project level and ensure consistent reporting across team members.

For additional information, please consult our Privacy Policy and Terms of Use.

Does the app create new fields within Jira?

No. The app does not create new fields in your Jira instance.environment.

Additional fields, such as Overspent, are available only within the report and in places where the report is embedded. They do not appear as standard Jira fields.

Can you restrict access to the app?

Yes. You can restrict access to the app for specific users or user groups.

You can also:

  • Disable the app for selected projects

  • Control who can view reports within your instance

These options let you manage both feature access and report visibility.

Can you share report contents?

Yes. You can share reports within your instance using either public or restricted access.

You can also export report content to:

  • Excel

  • HTML snapshots

  • PDF printouts

  • Confluence pages

Can you integrate the app with other apps?

Yes. The app integrates with Jira Service Management (JSM) and Jira Advanced Roadmaps. These integrations allow you to extend reporting across time tracking, service spaces,projects, and advanced planning features.

You can integrate Pivot Report with other apps in Atlassian's ecosystem.

  • Atlassian apps: Pivot Report works with Jira and Jira Service Management (JSM). Although there is no direct integration with Confluence, you can embed a report created in Jira or JSM by following the steps provided in a related article.

  • Marketplace apps: Pivot Report can be integrated with Timesheets by Tempo when both apps are installed on the same Jira or JSM instance, by following the steps provided in a separate article for Jira Cloud.
    Also, Pivot Report currently supports custom fields created using Power Custom Fields for Jira by Appfire and Jira Workflow Toolbox by Decadis AG.

If you have questions or need assistance, contact our support team via email or service desk. Our team is available Monday through Friday (9:00 AM to 7:00 PM GMT+7) to help with technical challenges or discuss improvements.