{"id":5758,"date":"2021-10-22T12:16:34","date_gmt":"2021-10-22T10:16:34","guid":{"rendered":"https:\/\/www.actonic.de\/ein-bericht-fuer-alle-faelle-so-nutzen-sie-den-report-builder-universal-report\/"},"modified":"2023-03-29T10:23:11","modified_gmt":"2023-03-29T08:23:11","slug":"how-to-use-report-builder-universal-report","status":"publish","type":"post","link":"https:\/\/actonic.de\/en\/how-to-use-report-builder-universal-report\/","title":{"rendered":"One report for all cases: How to use Report Builder Universal Report"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_empty_space height=&#8221;42px&#8221;][vc_column_text]Check out our tutorial for beginners to help you make the most of the Universal Report:[\/vc_column_text][vc_video link=&#8221;https:\/\/www.youtube.com\/watch?v=zstbG-4Byy0&amp;t=187s&amp;ab_channel=Actonic&#8221; align=&#8221;center&#8221;][vc_empty_space height=&#8221;42px&#8221;][vc_column_text]<\/p>\n<h3 id=\"What-does-the-Universal-Report-do?\" data-renderer-start-pos=\"1085\">What does the Universal Report do?<\/h3>\n<p data-renderer-start-pos=\"1121\">As the name suggests, our Universal Report is a report <span id=\"d89aa617-3f73-4491-a370-314c78d699b3\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"d89aa617-3f73-4491-a370-314c78d699b3\">for all possible use cases<\/span>. Reports such as Progress tracking, project status in a fixed period, timeline report, or any other potential report can be easily created and customized. This way, you always stay up to date on your Jira issues and control projects in real-time.<\/p>\n<p data-renderer-start-pos=\"1451\">The intuitive handling with a clean user interface guides you through the creation of your customized results.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;5740&#8243; img_size=&#8221;full&#8221; onclick=&#8221;link_image&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"1566\">Traditional Jira reports often have a complicated structure and do not always allow you to filter by the desired conditions. With the Universal Report, however, you easily select various filters. In addition, working on different display types in a single place makes your daily reporting easier and saves many resources.<\/p>\n<h3 id=\"Who-is-the-Universal-Report-designed-for?\" data-renderer-start-pos=\"1889\">Who is the Universal Report designed for?<\/h3>\n<p data-renderer-start-pos=\"1932\">Because the new report can cover the majority of all imaginable scenarios, the Universal Report is suitable for all company structures, sizes and also for different groups of people. These include:<\/p>\n<ul>\n<li data-renderer-start-pos=\"2133\">Companies with waterfall approach\n<ul>\n<li data-renderer-start-pos=\"2170\">Program and project managers<\/li>\n<li data-renderer-start-pos=\"2202\">System administrators<\/li>\n<li data-renderer-start-pos=\"2227\">IT quality managers<\/li>\n<\/ul>\n<\/li>\n<li data-renderer-start-pos=\"2252\">Companies with implemented SAFe methodology\n<ul>\n<li data-renderer-start-pos=\"2299\">Product Owners<\/li>\n<li data-renderer-start-pos=\"2317\"><span id=\"6e9061d2-1e3c-45eb-b287-4e31e2bb041d\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"6e9061d2-1e3c-45eb-b287-4e31e2bb041d\">Scrum Manage<\/span>rs<\/li>\n<li data-renderer-start-pos=\"2335\">System Architects<\/li>\n<li data-renderer-start-pos=\"2356\">and many more<\/li>\n<\/ul>\n<\/li>\n<li data-renderer-start-pos=\"2375\">Companies that manage executives, department managers or end users in Jira<\/li>\n<\/ul>\n<h3 id=\"How-to-use-the-Universal-Report\" data-renderer-start-pos=\"2453\">How to use the Universal Report<\/h3>\n<p data-renderer-start-pos=\"2486\"><strong data-renderer-mark=\"true\">1. Step: <\/strong>Select what exactly you are looking for. For example, do you want to see issues, comments, or work logs?<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;5742&#8243; img_size=&#8221;full&#8221; onclick=&#8221;link_image&#8221;][vc_empty_space height=&#8221;42px&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"1774\"><strong data-renderer-mark=\"true\">2. Step: <\/strong>Filter by projects, JQL, boards or previously saved options.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;5744&#8243; img_size=&#8221;full&#8221; onclick=&#8221;link_image&#8221;][vc_empty_space height=&#8221;42px&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"1774\"><strong data-renderer-mark=\"true\">3. Step: <\/strong>Optionally, <span id=\"cd189780-687c-45b1-8f5a-c6173d65bc83\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cd189780-687c-45b1-8f5a-c6173d65bc83\">you <\/span>can define exclusion conditions. For example, do you not want to visualize a certain period of time? Then this condition is added in a flash.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;5746&#8243; img_size=&#8221;full&#8221; onclick=&#8221;link_image&#8221;][vc_empty_space height=&#8221;42px&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"1774\"><strong data-renderer-mark=\"true\">4. Step: <\/strong>Define the output format. Table, line chart, bar chart and many others are available.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;5748&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][vc_empty_space height=&#8221;42px&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"1774\"><strong data-renderer-mark=\"true\">5. Step<\/strong>: Set calculation parameters for your output format. For example, <span id=\"cc1d99b0-daf0-4285-a1e1-5b2e106a70d1\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"cc1d99b0-daf0-4285-a1e1-5b2e106a70d1\">you can count, sum, or average the results.<\/span><\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;5750&#8243; img_size=&#8221;full&#8221; onclick=&#8221;link_image&#8221;][vc_empty_space height=&#8221;42px&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"1774\"><strong data-renderer-mark=\"true\">6. Step: <\/strong><span id=\"40f6cdfe-32de-4c95-9803-cbed4d42c124\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"40f6cdfe-32de-4c95-9803-cbed4d42c124\">Testing the visualization. If you are unsure how the report output will look, you can use the sample data to visualize your report.<\/span><\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;5754&#8243; img_size=&#8221;full&#8221; onclick=&#8221;link_image&#8221;][vc_empty_space][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"1774\"><strong data-renderer-mark=\"true\">7. Step: <\/strong>Display your individual report directly or choose to export to XLS, CSV or PDF.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;5756&#8243; img_size=&#8221;full&#8221; onclick=&#8221;link_image&#8221;][vc_empty_space height=&#8221;42px&#8221;][vc_column_text]<\/p>\n<h3 id=\"The-advantages-of-Report-Builder-Universal-Report\" data-renderer-start-pos=\"3332\">The advantages of Report Builder Universal Report<\/h3>\n<p data-renderer-start-pos=\"3383\">All business types, whether aligned to waterfall or SAFe methodologies, will benefit from this report. A task that used to take you many clicks and even more time to complete, with Actonic&#8217;s new report you can do it faster and more focused than ever before.<\/p>\n<p data-renderer-start-pos=\"3642\"><strong data-renderer-mark=\"true\">Some advantages at <span id=\"3efdfecc-9655-4344-8299-aa80b9d854bb\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"3efdfecc-9655-4344-8299-aa80b9d854bb\">a<\/span> glance:<\/strong><\/p>\n<ul class=\"ak-ul\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"3674\">Perform complex calculations for different scenarios<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"3730\">Fast and appealing visualization of dynamic changes<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"3785\">Access to real-time data for decision-making<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"3833\">Customization of standard reports in Jira<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"3878\">Implementation of your corporate design<\/p>\n<\/li>\n<\/ul>\n<p data-renderer-start-pos=\"3921\">Forget about countless reporting tools and confusing report types. The use of the Universal Report offers a simple and flexible solution for many different situations \u2014 without the need for deep IT expertise.<\/p>\n<p data-renderer-start-pos=\"4131\">Zero programming knowledge and full functionality: Get the free 30-day trial version of Report Builder and see for yourself!<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Overcome limitations of pre-installed Jira reporting? Are you looking for effortless ways to create customized reports without programming skills? Actonic&#8217;s new Report Builder Universal Report will make it possible. Learn here how to use it.<\/p>\n","protected":false},"author":15,"featured_media":5738,"comment_status":"open","ping_status":"open","sticky":false,"template":"single_cta.php","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[240],"tags":[324,291],"class_list":["post-5758","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles-time-resource-management","tag-jira-reporting-en","tag-report-builder-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>One report for all cases: How to use Report Builder Universal Report - Actonic \u2013 Unfolding your potential<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/actonic.de\/en\/how-to-use-report-builder-universal-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"One report for all cases: How to use Report Builder Universal Report\" \/>\n<meta property=\"og:description\" content=\"Overcome limitations of pre-installed Jira reporting? 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