The document outlines how to enhance custom charts for different audiences using the Simple Search feature in Jira and Confluence. It details the process of creating specific tabs for varying user needs, such as a support team view, an individual agent's view, and a supervisor's view, allowing tailored access to relevant data. Ultimately, this customization improves data visibility and focus for distinct roles within the support team.

1. Tailor Your Custom
Charts for Different
Audiences Using
Simple Search Tabs

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Tailor Your Custom Charts for Different Audiences
Using Simple Search Tabs
Simple Search is a Jira gadget or Confluence macro that comes with Custom Charts
for Jira and Custom Jira Charts for Confluence respectively.
It enables fast, dynamic filtering on any Custom Chart it’s linked to.
Frankly, it’s a flipping awesome feature for your charts because it allows users viewing
them to easily drill into specific data points without having to edit the chart’s
configuration.

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Tailor Your Custom Charts for Different Audiences
Using Simple Search Tabs
The Simple Search gadget/macro and the Custom Charts gadget/macro are separate and
have unique configuration settings, although the user interface and customization options are
very similar. Adding the interactive searching capability of Simple Search to Custom Charts
happens by:
1. Adding and configuring the Simple Search gadget/macro
2. Adding the Custom Charts gadget/macro and connecting it to the Simple Search
gadget/macro. This involves:
a) Adding the Custom Charts gadget/macro
b) Setting the Simple Search gadget/macro as the Source on your Custom Charts
gadget/macro
c) Configuring the Custom Charts gadget/macro

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Using tabs to create different views for different
audiences
Everybody cares about different things.
Teams want to see the data that’s relevant to them, and the best way of getting them
to focus on the right metrics is to not show them ones they don’t need.
Enter the Tabs feature of Simple Search, which allows you to create different views
for different audiences.

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Using tabs to create different views for different
audiences
Let’s say that we have 3 audiences who each care about different information in our
Jira Service Management project called Support:
1. The entire support team, who need a general view of everything that’s being
worked on
2. Becky, an individual agent on the support team
3. Alex, a support team supervisor who needs to pay attention to her team’s tickets
In Custom Charts, you can use the Tabs feature to save dynamic searches that will
display specific data points for each of these audiences.

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Configuring Simple Search
• We’ll start with the same base of information for all 3 audiences. This could be your
saved Jira filter, “All Open Support Tickets”, which includes all unresolved tickets in
your Support project. First, set this as the Source of Simple Search in the Simple
Search editor.
• Next, click the TABS toggle to enable the feature. The first tab that you see, Tab 1,
will serve as the default view for anyone viewing the Jira dashboard or Confluence
page.
• So, let’s start by tweaking the default view to make it more suitable for the support
team.

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Support team’s tab
The support team cares about a general overview of all open tickets in the Support project. They’d like to be
able to filter items based on priority to determine what they should focus on. To enable them to do this:
1. Rename “Tab 1” to “Support Team View”. Click the Pencil icon next to “Tab 1”, type the new name in the
text box, and hit Enter to save the name.
2. Add fields relevant to the support team. We will keep things pretty general to accommodate all support
team members. Add the following Simple Search fields to this tab by clicking + Add a field / Add another
field on the right side of the editor under Simple Search Fields.
a) Status
b) Assignee
c) Request Type
d) Reporter
e) Created
f) Priority

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Becky’s tab
Becky is most concerned with high-priority bugs in the project that are assigned to her. To give her a good insight into these issues:
1. Add a new tab for Becky in the editor. Click the “+” next to the the Support Team View tab you’ve just made to add the new tab. Then rename
“Tab 2” to “Becky’s View” like we did above.
2. Add the relevant Simple Search fields to this view. As mentioned above, Becky cares the most about her top-priority bugs. So let’s add the
following fields:
a) Issue Type
b) Assignee
c) Priority
d) Status
3. You’ll then need to configure these fields to automatically show data points relevant to Becky. In the Live Preview on the left side of Simple
Search, click on the following fields and select these options in each dropdown:
a) Issue Type
• Select Bug
b) Assignee
• Select Becky
c) Priority
• Select Highest, High (use the “OR” operator at the bottom of the dropdown to include tickets that have either priority)

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Alex’s tab
Alex is a supervisor on the support team who manages Becky and Morgan. She is most curious about their tickets, especially
those that have been escalated. To provide her with a good insight into this data:
1. Add a new tab for Alex in the Simple Search editor. Click the “+” next to “Becky’s View” to add the new tab and rename to
“Alex’s View”.
2. Add and configure the following Simple Search fields. Since Alex cares the most about issues escalated today for her team
members, we want to make sure that we’re including those issues.
a) Issue Type
b) Assignee
• Select Becky, Morgan (ensure the “OR” operator is selected at the bottom of the dropdown to include both assignees)
c) Priority
d) Custom JQL toggle (select this from the + Add another field dropdown or just use the + Add Custom JQL toggle button)
• Add the following Jira Query Language (JQL):
 status = Escalated AND status changed to Escalated AFTER startOfWeek()
• Rename the Custom JQL field “Escalated Support Issues” using the “Name” box
3. Now you can click Insert to lock in all your Simple Search configurations and insert it onto your page or dashboard.

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Tailor Your Custom Charts for Different Audiences Using Simple Search Tabs
Alex’s tab
• Once you have created your 3 tabs and inserted Simple Search, link Simple Search
to a Custom Chart by setting it as the Source of the gadget or chart (more info on
how to do that here).
• Voila! Now, when the support team, Becky, and Alex navigate to their Jira
dashboard or Confluence page, they can utilize their specific tabs to see the data
they’re most interested in transform into beautiful charts.
• See below for the end result of using the Simple Search gadget with the 3 tabs to
create targeted charts for the 3 audiences.