Charts and Reports for JSM

Data Sync & Project Configurations

Open Settings → Data Sync & Projects to refresh report data and choose the projects and fields available in the app.

Perform a Manual Resync

  1. Select the Manual Resync tab.

  2. Choose the time range for the data you want to refresh.

  3. Click Resync and wait for the operation to finish.

Use this option when you need to refresh data for a particular period. Review the result before checking your report again.

Choose Projects

  1. Select the Projects tab.

  2. Click Projects and select the Jira projects you want to include in data sync.

Projects that are not selected are excluded from the app and will not be available to users.

Choose Fields

  1. In the Projects tab, click Fields.

  2. Select the custom fields you want to include in data sync.

Custom fields that are not selected are excluded from filters and reports. If a field is missing from a report or filter selector, check this selection first.

Customer portal filters

Including a custom field in data sync does not automatically add it as a customer portal filter. Configure the available fields separately in Customization → Customer Portal → Portal Filters.

Configure Portal Filters

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