Unable to filter my project's "Summary" page by “Customer” field

[r_deepa]

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  In my JIRA board, I would like to view a summary that could be filtered by a field named "Customer". 

  We have a field in this project called “Customer”, which we already use in filters/boards to identify work items per customer. However, on my board's Summary page, there is no way to filter or customize the content using this field.

  [See attached]

  Expected result

  • I would like to be able to:

    • Filter the Summary view by the Customer field (e.g., “Customer = XYZ”), or

    • Configure/customize the Summary page so that it shows metrics and lists only for work items where Customer is a specific value.

  Actual result

  • The Summary page appears to be a fixed, system-generated default view:

    • There is no option to add filters such as Customer.

    • There is no configuration to scope the Summary page to a particular customer segment.

  • As a result, I cannot create a customer-specific summary directly on the Summary page; I have to rely on separate dashboards or boards. [Mutliple customers will lead to creating multiple dashboards]

  Key question

  • Is it expected behaviour in Jira boards that the project Summary page cannot be filtered or customized by fields such as “Customer”?

  • If so, is there any recommended way (or upcoming feature) to have a customer-specific summary view, especially for fields like Customer that are already part of our issue configuration?

  

[Marc -Devoteam-]

Hi @r_deepa 

This is not possible, the space summary page filters can't be adjusted, these are set values.

See; https://support.atlassian.com/jira-software-cloud/docs/what-is-the-summary-view/ 

An feature request in relation to this; https://jira.atlassian.com/browse/JRACLOUD-97546 

[Arkadiusz Wroblewski]

Hello @r_deepa 

What you’re seeing is (unfortunately) expected behaviour in Jira Cloud.

The Board “Summary” / “Overview” page is a system-generated view and it’s not configurable like a dashboard. You can’t add your own field-based filters (like your custom Customer field) or scope the metrics/lists to “Customer = XYZ”. The Summary page only supports whatever limited built-in controls Atlassian provides for that view.

Practical alternatives (without building 20 different dashboards)

1) Use the board/backlog filters instead of Summary

Create Quick Filters on the board like Customer = XYZ, Customer = ABC, etc.

If you need “grouping”, use Swimlanes (by Customer) so the board is instantly “customer-aware” while staying one board.

2) One reusable dashboard pattern

If you really need “summary metrics”, dashboards are the right tool:

Create one dashboard template based on a saved filter

Example saved filter: project = ABC AND Customer = XYZ

Then copy the dashboard per customer and only swap the filter.
This is still duplication, but it’s the cleanest way to get customer-specific KPIs.

3) Use Reports that accept a JQL/filter

Some Jira reports/gadgets can be driven by a saved filter/JQL (so they can be customer-scoped). The Summary page itself can’t.

About “upcoming feature”

Many teams want exactly what you describe (custom-field filtering/customization on Summary). Typically this sits as a feature request on Atlassian’s public tracker, but today it’s not supported in the native Summary view.