Quick Filters: Adjust a Timepiece Report Without Changing Its Setup

Every Timepiece report and dashboard gadget is built with a fixed configuration. The JQL, the statuses, the report type, and everything else are set once and answer one question well.

But, from time to time, users need a slightly different cut of the same data, like one team instead of all teams or high priority only. Getting that narrower view used to mean editing the report or the gadget, which most viewers can't or shouldn't do.

We are thrilled to announce Quick Filters to solve this. When you build a report, you pick a few Jira fields to offer as filters. Viewers choose from those fields and click Apply. The report reruns on the narrower data, and the saved configuration stays exactly as it was.

What Quick Filters Does

While you build a Timepiece report, you decide which Jira system or custom fields become Quick Filters. You set the options people can pick, and you can set default values. Viewers then use those filters to narrow the report's source data.

When they click Apply, the selected values are added to the JQL query that pulls the report data. Nothing about the underlying report changes. Most Jira system and custom fields are supported, so you can filter by things like Priority, Assignee, Project, Component, or your own custom fields.

Where It Works

Quick Filters run in two places:

• The main Timepiece reporting page.
• Timepiece dashboard gadgets.

You can also set Quick Filters up on the reporting page, save the whole report as a parameter set, and then build a gadget from that saved set. The gadget picks up the same filters.

Why It Helps on Dashboards

This is where Quick Filters earns its place. On a shared dashboard, viewers usually don't have permission to edit the gadget or the dashboard. That is by design. It also means they are stuck with whatever data the gadget was built to show.

With Quick Filters, a viewer can change what a gadget shows, within the options you allow, without any edit rights on the gadget or the dashboard. One gadget can serve many people who each need a slightly different view.

Best Use Cases For Quick Filters

There are many benefits teams can utilize from Quick Filters. Here are a few of them:

• Share one status time dashboard across several squads. Each viewer filters by team or component to see only their work.
• Filter a Cycle Time report by sprint or issue type during a retrospective, without rebuilding the report each time.
• Offer only Priority and Component as filters to keep a report focused on the process, not on individual people.
• Set up one gadget and stop fielding "can you tweak this dashboard for me" requests. Viewers adjust the view themselves, within the options you set.

How to Set Up Quick Filters

For the person building the report:

• Open the Select Quick Filters dialog and click Manage Fields.
• Add a field for each filter you want to offer.

For each filter, you can set:

Field: the Jira system or custom field to filter on.

Display Name: an optional label. Leave it blank and the Jira field name is used.

Options: The values viewers can pick. Leave it blank and Timepiece will try to show all of the field's available options, or list specific ones to keep the choice short.

Description: optional helper text shown under the picker.

Default Value: one or more values selected by default when the report opens.

You can add the same field more than once with different names and different options. That is intended, and it helps when one field needs to serve two purposes. Saved filters appear right away in the Select Quick Filters dialog.

Try Quick Filters Quick Filters are available in Timepiece - Time in Status for Jira Cloud.

Full setup details are in the Quick Filters documentation. If you are new to Timepiece, you can start a free trial from the Atlassian Marketplace. If you would rather see it walked through first, you can book a demo with our team.