How to Create Jira Reports and Charts in Confluence

How to Create Jira
Reports and Charts
in Confluence

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How to Create Jira Reports and Charts in Confluence
How to Create Jira Reports and Charts in
Confluence
When you’re sharing progress on your projects and sprints with senior management, a
different department, or the whole company, you’ll probably want to share it in
Confluence.
Acting as a company intranet and document collaboration workspace, Confluence is
likely to be where everyone is, whereas not every team in your organization is going to
be using Jira for their work management.
That makes Confluence the best place to share updates across all teams and
departments.

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How to Create Jira Reports and Charts in
Confluence
The following is a handy guide to the different options, tools, tricks, and best practices
for Jira reporting in Confluence.
We’ll start with the simplest and gradually get more complex.
In this blog, our instructions are based on the functionality in Confluence Cloud.
We will make note of any differences found in Confluence Server and Data Center.

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Popular macros for reporting on Jira in
Confluence
In this blog, you will learn how to:
1. Add a Jira Issue/Filter macro to Confluence pages
2. Use the Jira report page templates to create a change log or status report
3. Use the Jira Charts macro to display data as a pie chart, created vs resolved line
graph, or a two-dimensional table
4. Use Atlassian Marketplace apps like Custom Jira Charts for Confluence and Table
Filter and Charts for Confluence to create different types of charts and customize
them.

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Out of the Box Jira and Confluence Integrations
Server and Data Center: Before you can use any Jira reporting macros, your Jira and
Confluence applications must be connected via application links.
Cloud: Application links are automatically configured between Jira and Confluence, so
you shouldn’t need to do anything.

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Adding a Jira Issue/Filter Macro to Confluence
Pages
You can display a list of issues or a single issue, based on whatever Jira Query
Language (JQL) search, filter, or URL you put into the macro. You can also create a
new Jira issue from within the macro, without leaving the Confluence page. And you
have the option to select and display a recently viewed issue, and display a count of
issues.

To insert this macro, or any other macros onto a
Confluence page, you have a few options.

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1. Use the + button.

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2. View all macros from the full menu (by clicking
View more at the bottom of the + dropdown)

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3. Use the forward slash.
If you already know the name
of the macro you want to use,
the easiest way to insert it is to
type a forward slash / and start
typing the name of the macro.
On Server and Data Center,
you instead type the curly
brace { and the name of the
macro.

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Create a Jira report in Confluence using a page
template
If you want to keep things simple, you can generate a Jira change log or status report
on a Confluence page using an in-built Confluence template – no need to write a
single line of JQL.
To create one of these reports, click Create. Once in edit mode, search for Jira in the
Templates panel that displays on the right, then select Jira report.
Alternatively, in view mode, click Templates in the Confluence header, type Jira
report in the search bar on the left, then hover over the Jira report tile and click Use.

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Create a Jira change log in Confluence
Creating a standard static change log couldn’t be easier. First, select Change log
from the report type menu.
Select the Jira project you want, and give it a title.

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As soon as you hit create, you’ll see a static list of Jira issues displaying in the change log.

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If you want to create a dynamic Jira change log, i.e. one that regularly updates with the latest
data, go back to the change log settings screen and click Switch to advanced.

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Enter your JQL query, or paste in the URL of the Jira search (find out more about using JQL
here). This will create a dynamic report based on the JQL, updating automatically whenever
the relevant issues are amended.

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For a more detailed summary, check out the Atlassian documentation page for the Jira
Issue/Filter macro.

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Create a Jira status report in Confluence
As before, click Create, search for Jira in the Templates panel that displays on the
right, and select Jira report, but this time select Status report.

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Create a Jira status report in Confluence
The Jira status report displays the progress of your chosen Jira project and the fix
version in pie charts. You can chart by assignee, project, component, reporter,
resolution, sprint, priority, or issue type. When you open the pie chart in edit mode,
you’ll see a “Display options” section at the bottom of the pop-up screen, which is
where you can change the “Chart by” options.
The status report uses the Jira Charts macro and is based on the information you
enter. It’s also a dynamic chart, so your Confluence report will update whenever your
Jira tickets are changed.

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Create your own Jira reports in Confluence
To create your own charts, just create or edit a Confluence page and type /Jira
Charts (or {Jira Charts on Data Center and Server).

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Create your own Jira reports in Confluence
This will give you a selection of charts to choose from:
• Pie chart (covered above)
• Created vs Resolved: this compares the number of issues created with the
number of issues resolved on a line graph.
• Two Dimensional: this displays a grid of statistics. Choose from: status, fix version,
assignee name, priority, component, issue type, and more.

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How to customize your Jira charts and issue data
in Confluence
When the Jira Charts and Jira Issue/Filter macros are in edit mode, there’s a “Display
options” section at the bottom of the pop-up window. Expand this and you will see a
few customization options for the display of your Jira charts and issue data.
Jira issues can be displayed in a table and you can customize the number of issues
displayed and the data that’s displayed about them, e.g. issue type, priority, date
created, reporter, etc.

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How to customize your Jira charts and issue data
in Confluence
Out of the box, you can’t do much with Jira charts. Your options consist of changing
the data points via the “Chart by” dropdown, customizing the width of the charts,
turning the chart border on or off, and choosing whether to display chart information.
Since these customizations are pretty limited, there are macros you can purchase
from the Atlassian Marketplace that offer many more options for data visualization in
Confluence.

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Embed a Jira dashboard into Confluence
Out of the box, there’s no way to embed a Jira dashboard into a Confluence page. The only
way you can get your dashboard into Confluence is by pasting a screenshot onto the page.
For some people, this will be enough. However, a screenshot offers only a static view of the
dashboard. Many users want to be able to share a live dashboard with their colleagues in
Confluence. Or even create a Jira dashboard from within Confluence.
There’s no way of doing this natively, but with Custom Jira Charts for Confluence, you can.
Custom Charts is a macro that you add to your page like any other. Once added, you can
build fully customized Jira dashboards from inside a Confluence page. You can also do loads
more with Custom Charts than you can with native Jira dashboards as the app gives you
more control over types of charts, data points, colors, labels, descriptions, and more.

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Create customized Jira reports on Confluence
pages
Native Confluence only lets you create a specific and narrow set of Jira reports on a
Confluence page, using the Jira Charts macro or the Jira report page templates.
But with Custom Jira Charts for Confluence, you can basically create whatever kind
of report you want, right there on your Confluence page.

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Create customized Jira reports on Confluence
pages
Specifically, you can:
• Create pie charts, bar charts, line graphs, funnel charts, tile charts, and tables
• Chart in one or two dimensions with 1D/2D bar charts, 1D/2D line graphs, and 1D/2D
tables
• Choose the colors of your charts using a color picker or hex code
• Chart by assignee, project, component, reporter, resolution, sprint, priority, or issue type, as
well as any user-created custom fields
• Click or drag and drop to rearrange the order of the segments
• Show/hide segments you don’t want to see
• Chart by count, average, or sum of issues; story points; time spent; or any scripted number
field.
Once you’ve installed it, either type /Custom Charts or search for “Charts” in the macro
selector.

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How to make a Jira chart in Confluence for tasks
resolved within a specific time
For this advanced report, you’ll need an app like Table Filter and Charts for
Confluence by Stiltsoft. Combine their Chart from Table macro and their Pivot Table
macro and you can visualize the distribution of tasks that were resolved within the
dates you defined for the project.
Alternatively, you can find out the most active issue reporters for a specific project
within the same period of time and show their number of issues in the form of the bar
chart.

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Conclusion
• To insert a Jira Issue/Filter macro, select the macro using the + button or type /Jira.
• To create a change log or status report in Confluence using a page template, click Create,
search for Jira, and select Jira report. Then select change log or status report.
• There are some limited out-of-the-box customizations such as changing a chart’s width and
toggling the border on and off.
• If you want to choose colors and labels, rearrange segments, show/hide data, and chart in
two dimensions, you’ll need Custom Jira Charts for Confluence.
• To make a chart for tasks resolved in a specific time, you’ll need Table Filter and Charts for
Confluence by Stiltsoft.

How to Create Jira Reports and Charts in Confluence

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