- Perform a search: Use the Issue Navigator in Jira to perform a search based on your criteria. Refine the search query using Jira Query Language (JQL) to filter the issues you want to include in your report.
- Customize the columns: Once you have the search results displayed, click on the “Columns” button to customize the columns that will be included in your report. Add or remove columns based on the specific information you want to include in the report, such as issue key, summary, assignee, status, etc.
- Sort and group the issues (optional): If you want to sort or group the issues in a particular way, you can click on the column headers to sort the issues based on that column. You can also use the “Group by” option to group the issues based on a specific field, such as assignee, status, or priority.
- Save the search: To easily access the report in the future, you can save the search query by clicking on the “Save as” button and giving it a meaningful name.
- Export the search results: To generate the report, click on the “Export” button and choose the desired export format, such as CSV, Excel, or PDF. Select the columns and formatting options you prefer, and save the exported file to your local system.
- Open the exported file: Once the export is complete, open the exported file using the appropriate software (e.g., Microsoft Excel) to view and further manipulate the data if needed. The file will contain the data from the search results, including the columns you customized in step 2.
By following these steps, you can create a report from the Issue Navigator in Jira based on your search criteria and customized columns. The exported file will provide you with the data that can be analyzed, shared, or further processed as per your reporting needs.