Configure data sync, fields, access controls and report branding.
Jira administrators can manage access, customize reports, configure customer portal filters by organization and report, and choose the data included in Charts and Reports.
Open Settings
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Sign in to Jira as an administrator.
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Open Jira admin settings and select Marketplace apps.
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In the left sidebar, expand Charts and Reports and select Settings.
Permissions
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Access Controls: manage access groups, Management Organizations, Public Link feature, and Internal Issue Sharing.
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Restrictions & Ownership: transfer View ownership, restrict groups from creating Views, and choose Default Shared Groups.
Customization
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Branding: upload a PDF logo and choose Export Date Format, Internationalization, Table Rows, and Color Palette.
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Customer Portal: configure default Portal Filters for everyone, then use Filter groups to add fields for selected organizations and reports. Preview the fields a customer will receive before they open the report.
Portal filter groups add filtering choices; they do not share a View or grant access to requests. Keep customer-specific fields out of the default list, which applies to every organization and report.
Configure default fields, filter groups and customer preview
Data Sync & Projects
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Manual Resync: refresh data for a selected time range.
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Projects: choose the projects and fields included in data sync. Unselected projects and custom fields are excluded from the app.
Data Sync & Project Configurations
Edition management