Name the report

This article explains how to the report name and description will be affected by the method used to create the report. The steps for renaming a report and adding notes are listed in a related article.

You can create a Pivot Report from several places in Jira:

1. Issue navigator: by converting results of a query or a saved Filter into a report

2. Actions: by using building a report around a single work item

3. Boards: by converting Kanban or Scrum board issues into a report

4. Manage Pivot Reports page: by creating a custom report

Issue navigator

By default, when you create a report in the Issue Navigator:

1. Report name – If you use a saved filter, the report’s name matches the filter name. If you use an unsaved search query, the report is named Custom Search. Until the report is saved, its name remains a hyperlink to the search query in the Issue Navigator.

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

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

Issue view

By default, when you create a report using the button in the Issue View:

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

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

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

Widgets (Cloud only)

By default, when you create a report using the button in the Work item View:

1. Report name – Matches the work item’s Summary where the widget is used. Until saved, the name remains a hyperlink to the work item.

2. Description – Shows whether Parent, Sibling, and Child items are included, based on the widget’s configuration.

   • Reports from the Work item Tree widget include Parent, Sibling, and Child items related to the source work item.

   • Reports from the Work item Progress widget include Child items related to the source work item.

3. Tabs included – Only the Work item Structure tab is included.

Boards

By default, when you create a report using the actions menu in the Board:

1. Report name – Matches the board’s name where the actions menu is used. Until saved, the name remains a hyperlink to the board.

2. Description – Shows which sprint work items are included.

   • For Active Sprint, Future Sprint, or Backlog issues, the description reflects the option selected. For example, the screenshot above shows a report created from the SSP board for Active Sprint issues.

   • For Custom issues, the description displays “Board Report” when the report is created using options from the Pivot Report Options pop-up.

Manage Pivot Reports page

When you create a report using the pop-up on the Manage Pivot Reports page, the report name and description depend on the selected report source. The steps for using this pop-up are described in a related article.

For each report source, refer to the report creation method that produces matching content:

• Project – The report is named after the selected Space and does not include a description.

• Board – The content matches that of reports created from Boards.

• Service Queue – The report is named Pivot Report and does not include a description.

• Saved Filter – The content matches that of reports created from the Issue navigator.

• Issue – The content matches that of reports created from Actions.

• JQL – The content matches that of reports created from the Issue navigator.