List Reports

[Tiffany.Obradovich]

Is there a way to create a list report without any diagrams that will enable our organization to run against "all users" for a particular "request type" over a "period of time"?

[Mike Rathwell · Accepted solution]

Hello @Tiffany.Obradovich ,

Yes... that is actually quite easy. I'll start with dropping in a link to an Atlassian Blog about advanced JQL (Jira Query Language) to first find the issues. Then, so I don't leave you completely in the cold, here are a handful of examples you can start with in pseudo code.

• project = <project name/key> AND "Customer Request Type" = <Customer Request Type> and created > startOfMonth() and created < endOfMonth()
  • This looks for all of a certain type and created between the start of THIS month and the end of THIS month.
• project = <project name/key> AND "Customer Request Type" = <Customer Request Type> and created > startOfMonth(-1) and created < endOfMonth(-1)
  • Same thing but the previous month.
• project = <project name/key> AND "Customer Request Type" in (<Customer Request Type 1>, <Customer Request Type 2>) and resolved > startOfMonth() and resolved < endOfMonth()
  • Same as the others but looking at tickets that closed AND in more than one Customer Request Type.

There are lots of date and other selectors you can use to find tickets. This will provide a definitive list of tickets to display and/or export to use elsewhere.

Hope this gets you started.

[Tiffany.Obradovich]

Thank you for the quick response. I am not returning any data when I utilize the strings you provided. Not sure if I'm inputting the information incorrectly (very new user to JQL) and trying to learn my way around. Also, is this supposed to bring forth every ticket that was created within this project/request type? Or would I need to have users specified in some fashion?

[Mike Rathwell]

A note... the stuff between <> needs to be specific to your environment if you used them directly... 

And yes, those ones were NOT filtering based on users; purely on the tickets in the system. To get the humans involved, it would need to be things like "creator = <userrname>" or "assignee in (<user1>,<user2>,...)"

I suggest starting with using the "Issues -> Search for issues" menu item in basic mode to just get some simple ones returning SOMETHING. Then switch to advanced (and if you were in basic and switch to advanced, the same query automagically gets presented in JQL). Then start adding qualifiers to get the list you want.

Maybe start with the simplest "project = <your project name>" to get some records displayed and then start adding on the AND and OR statements to narrow it. 

[Tiffany.Obradovich]

Ok great ! I want all tickets within that request type, don't need it to specify users - although, I'd like it to show the user names of who entered the request on the report. We are trying to have the employees fill out a service request within the project confirming they have completed an annual training requirement. The purpose for this report is so we can see who, when and confirm it was completed. Does it sound like we will be able to achieve this with these reports?

Is it safe to assume project and project type will return same results? When I type in project I get 

[Mike Rathwell]

Nope... Project is the actual project with tickets in it. Project type is the classification you might set against a project. As such, you want "Project".

To get a nice view of fields you want to look at, after you have your list of tickets, in the upper right is a toggle to switch between detail and list view. Change to list view and from THERE, you can set the list of columns you want to see.

[Tiffany.Obradovich]

I think I got it!!!! I played around with your tips and assistance and its working now! When the month appears, I'm able to click and see all the users. Thank you so much!!

[Mike Rathwell]

Cool! If this seems to have solved it, tick the "Accept Answer" thingy and that (I think) helps this float up in searches when others run up against this same type of thing.