Report Usage

The Custom Chart report provides users with a flexible and interactive way to visualize multiple data sets within a single chart for the chosen period. It allows users to combine different chart types, such as bar, line, area, and scatter charts, to effectively display various aspects of their data.

Specific functionality:

• At the top of the report card, we have date bar swap and dropdown for period. The period selector allows users to quickly change the selected period in the report. Changes made using this selector are temporary and do not affect the report's saved configuration. To quickly change a time segment user can use the date bar swap.

• The chart can be displayed in either a horizontal or vertical orientation.

  In the horizontal orientation, numeric values for the selected metrics are displayed on the Y-axis, while the X-axis represents the selected statistic type.

  In the vertical orientation, the axes are reversed: the Y-axis represents the statistic type, and the X-axis displays the numeric values.

• Users can add an additional Y-axis (or X-axis in vertical orientation) to the chart. This axis can be assigned to a specific data series, such as a bar, line, area, or scatter. This feature allows users to better compare data sets with differing scales within the same chart.

• When the user hovers over a bar, point on a line chart, scatter plot, or area chart, a tooltip appears. The tooltip displays the metric name and value for each data series in the custom chart, providing a comprehensive overview of all data points related to the hovered position.

• By clicking on the bar, point on a line chart, scatter plot, or area chart, the sub-table will be open. This table shows all issues associated with the selected value from the Statistic Type (e.g., Assignee, Creator, Browser, etc.). It also displays the total number of issues corresponding to the selected value within the configured parameters and includes a link to view these issues in Jira's issue navigator ("View in issue navigator").

• By clicking on the issue`s key, the user will be redirected to this issue directly.

• The user is given the opportunity to sort all the columns by clicking on any column header. Also user is able to change column sizes if necessary.

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Setting up a report

The report has 5 tabs of configurations: Data source, Parameters, Display, Subtable and Description.

Data source

Configure and manage the source of data for generating reports.

Parameters

The Parameters section allows users to customize the Custom chart by configuring its components and selecting the data they want to display.

Users can select and configure different chart types to display their data:

• Bar chart

• Line chart

• Area chart

• Scatter chart

Users can add from one to three charts of the same type, selecting a Metric for each chart to represent specific data points and Calculation method—such as average, sum, or count (count can be used only for Issues metric)—to determine how the data is aggregated.

Users can also set Stacked bars bars when using bar charts. This feature allows multiple metrics to be visually combined within a single bar, showing their cumulative values.

Statistic type field is required. This option defines a category or classification for organizing and presenting project-related data

For example: Assignee, Issue type, Priorities, etc.

Users can assign a Separate Y-axis (or X-axis in vertical orientation) to a specific data series. This is particularly useful when comparing data sets with different scales.

Period field defines the time unit to customize the displayed data. The default value of this field is “All time“. For the “Days”, “Weeks”, and “Months” options in the Period selector, users can also specify a reference date field from the dropdown (e.g., "Status Category Changed," "Created," or "Actual Start"). It lets the user select the date type of the issue to report.

Display

The Display tab allows users to manage the visual appearance and presentation of their charts, ensuring they provide clear and meaningful visualizations.

Chart Customization

For each chart type (Bar, Line, Area, Scatter), users can configure the following options:

• Chart color

• Statistic - enable or disable the following statistical aggregations for each metric:

  • Min: Displays the reference line indicating the minimum value.

  • Avg: Displays the average value as a reference line on the chart for the selected metric.

  • Max: Displays the maximum value as a reference line.

  • Sum: Displays the sum of values in the legend next to the corresponding metric.

• Display value: Toggle this option to show or hide numerical values on the chart.

Orientation field allows users to choose the orientation of the chart:

• Horizontal: Numeric values are displayed on the Y-axis, while the X-axis represents categories or groups (e.g., Assignees or Creators).

• Vertical: Axes are swapped, with numeric values displayed on the X-axis and categories/groups on the Y-axis.

Charts can be sorted based on selected metrics:

• Sort By: Choose a metric (e.g., Time Spent, Remaining Estimate) to order data.

• Order: Select either ascending (ASC) or descending (DESC) order for sorting.

Subtable

This tab lets user manage the display of columns in a subtable by adding, removing, or rearranging them.

The Columns block gives a user the possibility to customize the sequence of columns and remove unnecessary ones to suit their preferences for a personalized view of data.

Custom fields is a multi-select field. It allows users to add additional fields to sub-table columns.

Description

It serves as a space where users can provide context, explanations, and additional information about the report.

Description lets user add any additional information no more than 500 characters about the created report.
The description will be presented directly on the report card (in case of its presence).