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The save/load option aims to optimize your time for settings you use every day or frequently. So, you can accomplish three these main actions:

  • Save your favorite configurations/reports or the ones you use regularly;

  • Load the required view you’d like to work with;

  • Export the saved template to CSV/Excel.;

  • Generate a link and share the report with a team or stakeholders

Configuration

  1. If you are saving the view for the first time, you will see the “Save View” button. Press it to start settings.

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You can save this edited preset as a new one ➡ press “Save as new View” or return the changes to the previous settings ➡ press “Reset” :

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Discarde/Update

If you want to correct this View and add made changes you made, press “Update”.

The “Discard” button will return the View to its initial state (as it was before you made any changes).

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Edit/Delete

  1. Click the pencil icon to modify the report you need.

  2. By pushing the trash bin icon, you’ll start deleting a View.

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Note

Only the owner of the View or Admin can modify or delete it. Other users can only choose and load it if it is shared within organzation.

Sharing the report

If you need to share the data of issue history or user activity with the team, managers, or other parties, you can generate a link with your report.

Click the “Share” icon image-20240411-172444.pngImage Added and send the generated link to the required person.

Info

If you need help or want to ask questions, please contact SaaSJet Support or email us at support@saasjet.atlassian.net

Haven't used this add-on yet, then you’re welcome to try It ⬇

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