Assignments Report

The Assignments Report allows users to view and analyze assigned issues based on various filtering criteria. This feature helps teams track assignments efficiently and generate customized reports.

1. Key Features

i. Filtering Options:
Users can refine reports using Basic or JQL for advanced filtering.

Basic filters:
- Projects: Filter issues by specific projects to focus on relevant assignments.
- Issue Types: Narrow down reports to particular issue types (e.g., Bug, Task, Story).
- Status: View assigned issues based on their current workflow status (e.g., Open, In Progress, Done).
- Teams: Filter by teams to see assignments within a specific group.
- Assignment Date: Customize date-based filtering using options like:
  - Within a specific timeframe (e.g., last 7 days).
  - More than a certain number of days ago.
  - In the range of specific start and end dates.

Basic filtering - 1

Basic filtering - 2

JQL: For more advanced queries, JQL filtering allows users to create complex conditions and retrieve precise datasets.

JQL filtering

ii. Field Customization:

The report table can be customized to display relevant information. By clicking on the cog icon above the table, users can configure which columns to show or hide based on their reporting needs.

Field customization

iii. Saving and Reusing Filters:

To streamline report generation, SnapAssign allows users to save frequently used filters, making it easy to apply the same filtering criteria without reconfiguring them every time.

Saving a Filter

Apply the desired filters (Projects, Issue Types, Status, Teams, Assignment Date, or JQL).
Click the Save button.
Enter a name for the filter and confirm.

Saving a filter - 1

Saving a filter - 2

📌 Tip: Use descriptive names for filters (e.g., "Maverick Team Assignments '2024") to easily identify them later.

Accessing Saved Filters

All saved filters are available in the filter dropdown on the report screen.
Selecting a saved filter will instantly apply the stored criteria, generating a report with matching issues.
This quick access feature allows users to switch between different reports efficiently.

Accessing filters

Updating and Modifying Filters

Users can make changes to an existing filter directly from the report screen:

Modify the applied filters (e.g., change date range or project selection).
Click Save to update the existing filter with the new criteria.

Alternatively, if users want to create a new filter while preserving the original, they can:

Apply changes to the report.
Click Save As, enter a new name, and save it as a separate filter.

This flexibility ensures that users can adapt reports to their needs without losing previously saved configurations.

Updating and modifying filters

📌 Tip: If you see a "Not Saved" lozenge next to the filter name, it means changes have been made. So; check the changes, reset it or save it! 🚀

iv. Export Options:

Generated reports can be exported for external use. Users can download the report table in Excel or PDF format, making it easy to store, share, or analyze outside of SnapAssign.

Exporting reports

With these features, the Report screen provides a flexible and efficient way to track issue assignments, customize data views, and manage reports effectively. 🚀

2. User Flow

Select Filters: Start by applying filters in either Basic View or JQL View to refine the issues displayed in the report.
Customize Fields: Use the "Fields" dropdown to add or remove columns, ensuring that only relevant data appears in your report.
Submit the report
View Results: The filtered results will display in the main report area, showing details like Issue Key, Summary, Status, Assignee, Team Name, Assignment Rules, and any additional selected fields.
Export: Once satisfied with your report, click on the "Export" dropdown to choose between XLS or PDF formats.