Saved View & Customise your Data

Report X provides a powerful and flexible way to customize your Jira data views. Whether you’re tracking progress across multiple teams or zooming in on your personal tasks, you can build custom columns, hierarchy levels, and filters that match your exact workflow.

By combining Saved JQL Filters with customizable views, you can switch between tailored data sets in seconds — no repetitive configuration needed.

Why This Matters

Instead of scrolling through cluttered Jira boards or piecing together information from multiple screens, you can create a single, focused workspace that shows only what’s relevant.

How They Work

1. Quick Filters Using JQL

  • Apply Jira Query Language (JQL) to instantly filter your data.

  • Example: Show all your active work items:

    assignee = currentUser() AND status != Done
  • This filter can be combined with hierarchy views so you can see not just your tasks, but also linked work items and their progress.

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2. Hierarchy Levels

3. Custom Columns & Fields

  • Add exactly the columns you need — assignee, due date, priority, linked issues, progress percentage, or any custom field.

  • Reorder columns instantly using drag-and-drop for a logical, easy-to-scan layout.

  • View data in Table View for detailed analysis or Card View for a visual overview.

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4. Saved Views

Once you’ve set up your perfect configuration:

  1. Click "Save Current View" in the top navigation bar.

  2. Give it a clear name (e.g., My Active Work, Release Prep, QA Pipeline).

  3. Click Save — your setup is now ready for quick access anytime.

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You can save multiple views for different purposes and switch between them in seconds.

Use Cases

  1. Release Readiness

    • JQL:

      fixVersion = Alpha AND status not in (Done, Closed)
  2. Bug Triage Board

    • JQL:

      issuetype = Bug AND priority in (High, Critical) AND status != Done

Instead of repeatedly entering JQL or manually setting columns:

  • Save a "Alpha Progress" view to quickly progress of the Alpha Release.

  • Save a "Critical Bugs" view the Critical or High Bugs in you portfolio or projects.

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Switch between these instantly — no configuration hassle, no wasted time.