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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

  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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Discard/Update

If you want to correct this View and add made 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

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

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

  3. The envelope icon is for report scheduling.

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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 organzationorganization.

Sharing the report

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

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

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How the “Share report” option works 

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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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There are two ways to share your created and saved reports with the required parties.

  1. Send via email. You can send any report you need immediately. Choose recipients, write a message, and send it to the required people.

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  1. Share the link. Click on the link icon to generate the link to the selected report and send it manually to any person you need.

When the link to the generated report is ready, a confirmation message appears will appear on the share button, and in the form of a flag will be displayed in the lower-left corner of the add-on.

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You need to pass this URL to a colleague colleagues in your organization.

All he needs they need is to open a browser and paste the generated link - Ctrl +V (for Win) , and Command-V (for MAC) into the address line.

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