Pivot Report
Pivot Report
Breadcrumbs

Using actions

This article explains how to create a report using the Pivot Report action button in Jira’s Work item view actions menu.

This method is ideal when you need a report centered on a single work items and its parent, sibling, and child items.

Features and use cases

Modify a report’s source after creation

If you need to change the report source or extend it, follow the steps in the related article.

How can you use the action button to create a report?

Any logged-in Jira user with access to both the app and the target space can use the Pivot Report button to create a report.

The screenshots below shows how one click in the Work item View lets you create a report.

  1. Navigate to a work item within a space, and click the actions (•••) menu in the Work item View.

  2. Select Pivot Report, as the action button.

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FAQ

What is the report's name and description when using this method?
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By default, when you create a report using the button in the Work item View:

  1. Report name – The report’s name matches the work item's Summary where the action button is used. Until the report is saved, its name remains a hyperlink to the Work item.

  2. Description – The report description shows whether Parent, Sibling, and Child items are included, based on the selections in the ‘Pivot Report Options’ pop-up.

  3. Tabs included – All tabs are available by default: Work item Structure, Pivot, Charts, Worklogs/Comments, Capacity, and Warnings.

To rename the report, update its description, adjust its scope (e.g. remove Parent or Sibling work items), or add more tabs, first save the report, then use the Sidebar to make changes.

Can you prevent users from creating reports using the action button?

Yes. You can prevent users from creating reports with the action button in the Work Item view by:

  • Removing the visibility of the action button. To disable or restore it, follow the steps in the related article.

  • Removing the user’s access to the app entirely. To revoke or restore access, follow the steps described in the separate article.

Troubleshooting

What can you do if the button is missing?

If the ‘Pivot Report’ button is missing from the Work item View, check if it is disabled by following the steps listed in a related article.

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.