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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
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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Discard/Update
If you want to correct this View and add the 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
Click the pencil icon to modify the report you need.
By pushing the trash bin icon, you’ll start deleting a View.
The envelope icon is for report scheduling.
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Note |
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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 organization. |
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 and send the generated link to the required person.
How the “Share report” option works
If you have created a selection for showing changes, click on the "Share" icon. The add-on will generate a link to the memory buffer.
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