{"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":"2026-08-19T14:04:19","modified_gmt":"2026-08-19T12:04:19","slug":"how-to-create-jira-pivot-table-report","status":"publish","type":"post","link":"https:\/\/actonic.de\/en\/how-to-create-jira-pivot-table-report\/","title":{"rendered":"How to Build a Jira Pivot Table Report with Universal Visual Builder"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

A Jira pivot table report groups your issues by any two or more Jira fields and calculates a value for each intersection. In Report Builder<\/strong>, you build one with the Universal Visual Builder<\/strong>: click New Report<\/strong>, choose Basic Charts and Reports \u2192 Blank Universal Visual Builder<\/strong>, set the scope, then add grouping fields to rows and columns and pick what each cell should calculate. No code, no JQL required.<\/p>\n

\n

At a glance<\/strong><\/p>\n

What you build:<\/strong> a Jira pivot table \u2014 or a simple table, pie, donut, bar or number chart \u2014 grouped by any standard or custom Jira field.
\nWho it is for:<\/strong> Jira admins, project managers, Scrum masters and PMO teams who have outgrown Jira’s built-in reports.
\nYou will need:<\/strong> Report Builder installed in Jira, and permission to browse the projects you want to report on.
\nTime required:<\/strong> about five minutes for a first working report.<\/p>\n<\/div>\n

Why Jira’s built-in reports hit a wall<\/h2>\n

Jira has no native pivot table. The closest built-in option is the Two-Dimensional Filter Statistics<\/strong> gadget, and it carries two limitations that are documented in Atlassian’s own guidance and turn up in a long trail of Community threads:<\/p>\n

    \n
  • Exactly two dimensions.<\/strong> One field on the X axis, one on the Y axis. There is no way to nest a third or fourth grouping.<\/li>\n
  • Only fields with a fixed set of values.<\/strong> Select lists, multi-selects, user and group pickers, versions. Numeric fields are excluded \u2014 which means Story Points, Original Estimate and other number fields cannot be used as axes at all<\/strong>, because they would produce an unbounded list of values.<\/li>\n<\/ul>\n

    That second limit is why “sum story points by epic and assignee” is one of the most repeated unanswered questions in the Atlassian Community. It is not a configuration mistake; the native gadget genuinely cannot do it.<\/p>\n

    The Universal Visual Builder removes both constraints. You can add as many grouping fields as you need to rows and columns, use any Jira field type including custom fields, and apply real aggregations \u2014 Sum, Average, Median, Minimum, Maximum, Count \u2014 to numeric data. The rest of this guide walks through building one.<\/p>\n

    What is the Universal Visual Builder?<\/h2>\n

    The Universal Visual Builder<\/strong> (formerly the Universal Report<\/em>) is Report Builder’s general-purpose report editor, created from the Blank Universal Visual Builder<\/strong> option under Basic Charts and Reports<\/strong>. It turns Jira issues into pivot tables and charts using three familiar business-intelligence concepts:<\/p>\n

      \n
    • Scope<\/strong> \u2014 which Jira issues are analysed.<\/li>\n
    • Grouping fields<\/strong> (dimensions) \u2014 how the data is split across rows and columns.<\/li>\n
    • Cell content<\/strong> \u2014 what is calculated or displayed for each group.<\/li>\n<\/ul>\n

      Because it accepts every Jira field type, the same builder covers progress tracking, project status, workload distribution, time-in-status analysis and KPI summaries without writing a line of code.<\/p>\n

      Before you start<\/h2>\n
        \n
      • Report Builder is installed in your Jira instance (Cloud, Data Center or Server).<\/li>\n
      • You can browse the Jira projects whose issues you want to report on.<\/li>\n
      • Optional: a saved Jira filter or a JQL query, if you already know exactly which issues belong in the report.<\/li>\n<\/ul>\n

        Step 1: Create a new report in Jira<\/h2>\n

        Click New Report<\/strong>.<\/p>\n

        [\/vc_column_text][vc_single_image image=”14047″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

        The New Report menu in Report Builder for Jira<\/em><\/p>\n

        [\/vc_column_text][vc_column_text]<\/p>\n

        In the report type selection, choose Basic Charts and Reports \u2192 Blank Universal Visual Builder<\/strong>. Report Builder creates the new report automatically.<\/p>\n

        Step 2: Understand the default pivot table<\/h2>\n

        A newly created Universal Visual Builder report contains a Pivot Table<\/strong> by default.<\/p>\n

        The scope is pre-set to the last Jira project you worked with<\/strong>, so there is already data on screen and you can start configuring immediately instead of selecting a project first.<\/p>\n

        Step 3: Set the report scope \u2014 projects, filters or JQL<\/h2>\n

        The scope controls which Jira issues feed the report. To change it, click Scope<\/strong>.<\/p>\n

        [\/vc_column_text][vc_single_image image=”14049″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

        Setting a Jira report scope with projects, filters, conditions and JQL<\/em><\/p>\n

        [\/vc_column_text][vc_column_text]<\/p>\n

        You can define the data source by:<\/p>\n

          \n
        • adding one or more Jira projects;<\/li>\n
        • selecting saved Jira filters;<\/li>\n
        • defining additional issue filtering conditions;<\/li>\n
        • using JQL<\/strong> for a fully custom scope.<\/li>\n<\/ul>\n

          JQL is available for people who want it, but nothing above requires it \u2014 combining a few projects and conditions covers most reports.<\/p>\n

          [\/vc_column_text][vc_single_image image=”14051″ img_size=”full” alignment=”center” onclick=”link_image” css=””][vc_column_text]<\/p>\n

          Several Jira projects combined into a single report scope<\/em><\/p>\n

          [\/vc_column_text][vc_column_text]<\/p>\n

          Step 4: Choose a Jira chart type<\/h2>\n

          Open Set Chart and Fields<\/strong>, then click the current visualization type to see the options.<\/p>\n

          [\/vc_column_text][vc_single_image image=”14053″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

          Jira chart types available in the Universal Visual Builder<\/em><\/p>\n

          [\/vc_column_text][vc_column_text]<\/p>\n\n\n\n\n\n\n\n\n\n
          Visualization<\/th>\nWhat it shows<\/th>\n<\/tr>\n
          Pivot Table Vertical<\/strong><\/td>\nA pivot table with the main grouping arranged vertically.<\/td>\n<\/tr>\n
          Pivot Table Horizontal<\/strong><\/td>\nA pivot table with the main grouping arranged horizontally.<\/td>\n<\/tr>\n
          Simple Table<\/strong><\/td>\nA straightforward list of the data, without pivot-table grouping.<\/td>\n<\/tr>\n
          Pie Chart<\/strong><\/td>\nData as segments of a pie \u2014 easy comparison of the relative size of categories.<\/td>\n<\/tr>\n
          Donut Chart<\/strong><\/td>\nThe same idea as a pie chart, displayed as a ring.<\/td>\n<\/tr>\n
          Number Chart<\/strong><\/td>\nCalculated values as cards with prominent numbers \u2014 useful for KPIs, totals and counts.<\/td>\n<\/tr>\n
          Bar Chart<\/strong><\/td>\nValues as bars, for visual comparison between categories.<\/td>\n<\/tr>\n<\/table>\n

          Show the data table next to a chart<\/h3>\n

          For Pie<\/strong>, Donut<\/strong> and Bar<\/strong> charts, enable Show Table<\/strong> to display the underlying data table alongside the visualization, positioned Left<\/strong>, Right<\/strong> or Bottom<\/strong>. Stakeholders get the visual; analysts get the exact numbers behind it, in the same report.<\/p>\n

          Step 5: Group your Jira data by any field<\/h2>\n

          Grouping fields \u2014 dimensions<\/strong> in BI terminology \u2014 split and organize the report. Add them to Rows<\/strong> or Columns<\/strong>, in any number, using any Jira field type including custom fields.<\/p>\n

          [\/vc_column_text][vc_single_image image=”14057″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

          Adding a Jira field as a grouping dimension<\/em><\/p>\n

          [\/vc_column_text][vc_column_text]<\/p>\n

          How to add a field<\/h3>\n
            \n
          1. Click Add Field<\/strong> under the Rows<\/strong> or Columns<\/strong> grouping.<\/li>\n
          2. Browse the available Jira fields, or use the search box.<\/li>\n
          3. Select the field.<\/li>\n<\/ol>\n

            It is added to the corresponding grouping automatically. Add further dimensions to build nested groupings \u2014 this is the step the native two-dimensional gadget cannot match.<\/p>\n

            Step 6: Configure a grouping field<\/h2>\n

            Once a field sits in Rows<\/strong> or Columns<\/strong>, you can control how it is displayed and how its values are organized. The available options depend on the Jira field type.<\/p>\n

            [\/vc_column_text][vc_single_image image=”14059″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

            Configuration options for a grouping field<\/em><\/p>\n

            [\/vc_column_text][vc_column_text]<\/p>\n

            Rename a field<\/h3>\n

            Change a field’s displayed name without touching the underlying Jira field, so the report can use clearer, audience-appropriate labels. You can also choose whether the field name appears in the report headers at all.<\/p>\n

            Bucket field values<\/h3>\n

            Fields can be bucketed<\/strong> to combine values into larger groups \u2014 useful when you do not need every individual value on its own row.<\/p>\n

            Select a format<\/h3>\n

            Depending on the field type, you can choose how values are formatted. Date fields, for example, can be displayed using different date-based formats and groupings, which is how you produce per-month or per-quarter breakdowns.<\/p>\n

            Filter a grouping field<\/h3>\n

            Apply a filter directly to one grouping field to control which of its values appear \u2014 narrowing a single dimension without changing the overall report scope.<\/p>\n

            Show empty and null values<\/h3>\n

            Choose whether the grouping includes empty rows<\/strong> and null values<\/strong> \u2014 issues where the selected field has no value. Worth turning on deliberately: unassigned or unestimated issues are often exactly what a report needs to surface, and excluding them silently understates the problem.<\/p>\n

            Add conditional formatting<\/h3>\n

            Conditional Formatting<\/strong> highlights particular values or cells based on conditions you define.<\/p>\n

            [\/vc_column_text][vc_single_image image=”14061″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

            Conditional formatting rules applied to a grouping field<\/em><\/p>\n

            [\/vc_column_text][vc_column_text]<\/p>\n

            It can change the border color<\/strong>, cell color<\/strong>, text color<\/strong> and text font<\/strong> \u2014 so breaches, overloads and outliers are visible at a glance rather than found by reading.<\/p>\n

            Step 7: Define cell content \u2014 measures, fields, subtables and subcharts<\/h2>\n

            Cell Content<\/strong> is what actually appears in the table or chart. Rows and columns decide how<\/em> data is grouped; Cell Content decides what is calculated or displayed<\/em> for those groups. Click Add Cell Content<\/strong> to open the options.<\/p>\n

            Add measures<\/h3>\n

            Report Builder offers measures for measurable Jira fields, and the available measures depend on the field you pick.<\/p>\n

            [\/vc_column_text][vc_single_image image=”14063″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

            Choosing a measure for cell content<\/em><\/p>\n

            [\/vc_column_text][vc_column_text]<\/p>\n

            Numerical fields provide the standard aggregations: Average<\/strong>, Minimum<\/strong>, Maximum<\/strong>, Count<\/strong>, Sum<\/strong> and Median<\/strong>.<\/p>\n

            Other Jira data brings its own specialized measures. Time in Assignee<\/strong>, Time in Status<\/strong>, Issue Status History<\/strong> and similar historical or time-based information have dedicated measures built for that kind of data, rather than generic number crunching.<\/p>\n

            Add Jira fields and field values as cell content<\/h3>\n

            Cell Content is not restricted to calculated measures \u2014 you can add Jira fields and their values<\/strong> directly. A cell becomes a container for additional data and visualizations<\/strong>, holding:<\/p>\n

              \n
            • a calculated measure;<\/li>\n
            • values from Jira fields;<\/li>\n
            • a subtable<\/strong> inside the main visualization;<\/li>\n
            • a subchart<\/strong> inside the main visualization.<\/li>\n<\/ul>\n

              The main visualization supplies the structure while individual cells carry the detail \u2014 a level of nesting that spreadsheet exports and dashboard gadgets do not offer.<\/p>\n

              Step 8: Example \u2014 a subtable with a subchart inside a pivot table<\/h2>\n

              This example uses Cell Content to put a detailed breakdown inside every cell of the parent table.<\/p>\n

              [\/vc_column_text][vc_single_image image=”14065″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

              Subtable (nested list table) inside a parent Jira pivot table<\/em><\/p>\n

              [\/vc_column_text][vc_column_text]<\/p>\n

                \n
              1. Add the Priority<\/strong> field to Cell Content and set it to display values as a vertical list<\/strong>.<\/li>\n
              2. Add Count of Issues<\/strong> as additional content, displayed as a subchart<\/strong>.<\/li>\n<\/ol>\n

                Each parent cell now shows every priority value with its issue count \u2014 a mini-report per cell instead of one aggregated number.<\/p>\n

                [\/vc_column_text][vc_single_image image=”14067″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

                Subtable (nested pivot table) inside a parent Jira pivot table<\/em><\/p>\n

                [\/vc_column_text][vc_column_text]<\/p>\n

                Switching the subchart’s visualization type to a pivot table also unlocks the drill-down options available to the parent chart.<\/p>\n

                Step 9: Style the report<\/h2>\n

                The Styling<\/strong> tab controls the report’s appearance and scrolling behaviour.<\/p>\n

                [\/vc_column_text][vc_single_image image=”14069″ img_size=”full” alignment=”center” style=”vc_box_shadow_border_circle” onclick=”link_image” css=””][vc_column_text]<\/p>\n

                Styling options for a Jira report<\/em><\/p>\n

                [\/vc_column_text][vc_column_text css=””]<\/p>\n

                Fonts<\/h3>\n

                Adjust font size<\/strong> and font weight<\/strong> to make a dense report more compact or a shared one more readable.<\/p>\n

                Cell alignment<\/h3>\n

                Set horizontal<\/strong> and vertical alignment<\/strong> for content inside cells \u2014 left, center, right or another position depending on the alignment type.<\/p>\n

                Pin totals and headers<\/h3>\n

                On large reports, pin total rows<\/strong>, total columns<\/strong> and headers<\/strong> so they stay on screen while you scroll in either direction. Without this, a wide pivot table becomes unreadable past the first screen \u2014 you lose track of which column you are looking at.<\/p>\n

                Five Jira pivot table reports you can build this way<\/h2>\n

                Each of these is the same nine steps with different fields. The first one is the report Jira cannot produce natively.<\/p>\n\n\n\n\n\n\n\n
                Report<\/th>\nRows<\/th>\nColumns<\/th>\nCell content<\/th>\n<\/tr>\n
                Story points by epic and assignee<\/strong><\/td>\nEpic Link<\/td>\nAssignee<\/td>\nSum of Story Points<\/td>\n<\/tr>\n
                Team workload by status<\/strong><\/td>\nAssignee<\/td>\nStatus<\/td>\nCount of issues<\/td>\n<\/tr>\n
                Priority mix per project<\/strong><\/td>\nProject<\/td>\nPriority<\/td>\nCount of issues<\/td>\n<\/tr>\n
                Intake trend by month<\/strong><\/td>\nCreated, formatted by month<\/td>\nIssue Type<\/td>\nCount of issues<\/td>\n<\/tr>\n
                Time in status by assignee<\/strong><\/td>\nAssignee<\/td>\nStatus<\/td>\nTime in Status measure<\/td>\n<\/tr>\n<\/table>\n

                For the first report, add Epic Link<\/strong> to Rows, Assignee<\/strong> to Columns, then add Story Points<\/strong> as Cell Content and choose the Sum<\/strong> measure. Enable pinned headers if you have many epics. This is the exact combination the Two-Dimensional Filter Statistics gadget rejects, because Story Points is a numeric field.<\/p>\n

                Frequently asked questions<\/h2>\n

                Does Jira have a native pivot table?<\/h3>\n

                No. Jira has no built-in pivot table. The Two-Dimensional Filter Statistics gadget is the closest native equivalent, but it is limited to two dimensions and only accepts fields with a fixed set of values. Pivot tables in Jira require a Marketplace app.<\/p>\n

                Can I sum story points by epic and assignee in Jira?<\/h3>\n

                Not with native gadgets \u2014 numeric fields such as Story Points cannot be used in the Two-Dimensional Filter Statistics gadget. In the Universal Visual Builder, put Epic Link in Rows, Assignee in Columns and Story Points with the Sum measure in Cell Content.<\/p>\n

                Why can’t I select Story Points in the Two-Dimensional Filter Statistics gadget?<\/h3>\n

                The gadget only supports fields with a defined, finite set of values \u2014 select lists, multi-selects, user and group pickers, versions. Numeric fields would generate an unbounded list of axis values, so they are excluded by design.<\/p>\n

                Can a Jira report group by more than two fields?<\/h3>\n

                Yes, in the Universal Visual Builder. You can add as many grouping fields as you need to Rows and Columns to create nested groupings. The native gadget is capped at two.<\/p>\n

                Can I build a Jira report without JQL?<\/h3>\n

                Yes. Select projects, saved Jira filters or filtering conditions in the Scope configuration. JQL is available for custom scopes but is never required.<\/p>\n

                Can I report on Jira custom fields?<\/h3>\n

                Yes. All Jira field types are supported \u2014 standard and custom \u2014 both as grouping dimensions and as cell content.<\/p>\n

                What is the difference between a grouping field and cell content?<\/h3>\n

                Grouping fields in Rows and Columns determine how<\/em> the data is split. Cell Content determines what<\/em> is calculated or displayed for each of those groups.<\/p>\n

                Which aggregations are available?<\/h3>\n

                Numerical fields support Average, Minimum, Maximum, Count, Sum and Median. Time-based and historical data \u2014 Time in Status, Time in Assignee, Issue Status History \u2014 has its own dedicated measures.<\/p>\n

                Can I show a Jira chart and its data table at the same time?<\/h3>\n

                Yes. Enable Show Table on a Pie, Donut or Bar chart and place the table Left, Right or Bottom.<\/p>\n

                Can one report cell contain its own chart?<\/h3>\n

                Yes. Cell Content can hold a subtable or a subchart, so each cell of the parent visualization becomes its own mini-report.<\/p>\n

                How do I include Jira issues with empty field values?<\/h3>\n

                Enable empty rows and null values in the grouping field configuration, so issues with missing or unassigned values appear instead of being dropped.<\/p>\n

                How do I keep headers visible in a large Jira report?<\/h3>\n

                Use the Styling tab to pin total rows, total columns and headers.<\/p>\n

                Is the Universal Visual Builder the same as the Universal Report?<\/h3>\n

                Yes. The feature was previously called the Universal Report and is now the Universal Visual Builder, reached via Basic Charts and Reports \u2192 Blank Universal Visual Builder<\/strong>. Older documentation, videos and blog posts may still use the former name; the functionality described in this guide is the same feature.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

                Overcome limitations of pre-installed Jira reporting? Are you looking for effortless ways to create customized reports? Actonic’s new Report Builder will make it possible. Learn here how to use it.<\/p>\n","protected":false},"author":15,"featured_media":14023,"comment_status":"open","ping_status":"open","sticky":false,"template":"single_cta.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_is_cornerstone":"","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_meta-robots-nofollow":"","_yoast_wpseo_meta-robots-adv":"","_yoast_wpseo_bctitle":"","_yoast_wpseo_canonical":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_opengraph-image-id":0,"_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","_yoast_wpseo_twitter-image-id":0,"_yoast_wpseo_schema_page_type":"","_yoast_wpseo_schema_article_type":"","footnotes":"","_yoast_wpseo_keywordsynonyms":"[\"jira pivot table report, sum story points by epic and assignee, jira group by two fields, two-dimensional filter statistics limitations, jira report custom field, no-code jira reports\"]","_yoast_wpseo_focuskeywords":"","_yoast_wpseo_estimated-reading-time-minutes":"1","_yoast_wpseo_primary_category":null},"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":"\nHow to Build a Jira Pivot Table Report with Universal Visual Builder - Actonic \u2013 Unfolding your potential<\/title>\n<meta name=\"description\" content=\"Build a Jira pivot table report grouped by any field, including Story Points. 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