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
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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If you make any updates (move columns, add/remove issue fields, etc) to the saved View, you will see it is edited:
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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. |
You can save this edited preset as a new one ➡ press “Save as new View” or return the changes to the previous user 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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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.organization. |
Sharing the report
If you need to share the data 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 
How the “Share report” option works
There are two ways to share your created and saved reports with the required parties.
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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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 will appear on the share button, and 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 colleagues in your organization.
All 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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In 2-3 seconds, your colleague will be able to see the same changes report that you saw when working with the add-on.
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If you need help or want to ask questions, please contact SaaSJet Support or email us at support@saasjet.atlassian.net |
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