Charts and Reports for JSM

16. Settings for Administrators

Jira administrators can manage access, customize reports, choose customer portal filters, and configure the data included in Charts and Reports.

Open Settings

  1. Sign in to Jira as an administrator.

  2. Open Jira admin settings and select Marketplace apps.

  3. In the left sidebar, expand Charts and Reports and select Settings.

Permissions

  • Access Controls: manage access groups, Management Organizations, Public Link feature, and Internal Issue Sharing.

  • Restrictions & Ownership: transfer View ownership, restrict groups from creating Views, and choose Default Shared Groups.

Configure Permissions

Customization

  • Branding: upload a PDF logo and choose Export Date Format, Internationalization, Table Rows, and Color Palette.

  • Customer Portal: choose additional fields in Portal Filters so customers can filter shared reports.

Customize PDF Report

Configure customer Portal Filters

Data Sync & Projects

  • Manual Resync: refresh data for a selected time range.

  • Projects: choose the projects and fields included in data sync. Unselected projects and custom fields are excluded from the app.

Data Sync & Project Configurations

Assets API

The Assets API token option has been removed. You do not need to enter an Assets API token in the app Settings.

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