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Workload report only for open tickets

Ricardo Erazo
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
Nov 07, 2023

Hi,

is there a way to filter or create the workload report, only for the open tickets.
The default report shows all the ticket per user, even the closed, resolved or cancelled ones.

Where can I edit this or create another one that look the same as the default one, that display could be very useful.

 

Thanks

3 answers

1 vote
Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Nov 07, 2023

@Ricardo Erazo -

Welcome to the community.  Based on my knowledge that out of the box that we don't have the ability to edit or create another custom workload report in the UI.

Here are a list of references on out of the box reporting setup -

You will need to search Atlassian Marketplace (https://marketplace.atlassian.com/search?category=Reports&hosting=cloud&product=jira-service-management) for possible third party add-ons to achieve what you are asking for enhanced reporting needs.

You other options to generate the the content (not actual reports) will be using JQL search to obtain your results and then export them into Excel to generate the reports.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

This is really dumb. Why on earth would a Workload Report included closed tickets!? We were sure we had something set up wrong, but apparently not.

0 votes
Hannes Obweger - JXL for Jira
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
Nov 07, 2023

Hi @Ricardo Erazo

if you're open to solutions from the Atlassian Marketplace, you may want to have a look at the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields - including all JSM fields - much like you’d do in e.g. Excel or Google Sheets. It also comes with a number of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting.

With these, you can build an interactive workload report like the one you're looking for in just a couple of clicks:

jsm-workload-report.gif

As every JXL sheet is powered by a JQL statement, you can also easily build cross-project reports, if this is something you might be looking for.

After questions just let me know,

Best,

Hannes

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