Grouped Filter Results
The Grouped Filter Results gadget calculates sums of multiple fields grouped or aggregated by a custom field.

Configuration
A preview is automatically generated when the configurations are adjusted.

Options | Explanation |
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Work item source | Select an existing filter or Custom JQL to define the work items that you want to analyze. Using Custom JQL allows you to narrow down the result set ad-hoc without the need to create a filter. |
Field to sum | Select the fields that you want to display and/or sum up in columns and reorder them using drag & drop. Only certain fields can be summed up (e.g., numeric fields, text fields with numeric values, etc.). See Supported Fields for a full list of supported fields. If you just want to count the number of work items (e.g. per status or assignee), then you must select Work item count which will be selected by default. |
Group by | Select the field that will be used to group or aggregate the results by on the y-axis such as Project or Priority. ![]() |
You only see the following options if you have picked a date or date-time field to show/group by. | |
Time period | Set a default time period for date or date-time fields (e.g., Due Date, Created): Current week, Current month, Current quarter, Current year, All-time. |
Time interval | Set a default aggregation level for date or date-time fields: Daily, Weekly, Monthly, Quarterly, Yearly. |
Additional options
Options | Explanation |
---|---|
Rows per page | Choose how many rows (x-axis) you want to display when viewing the gadget. Additional results will be paginated. ![]() The sum rows will show the total of all results regardless of the page they are on. |
Show work item links | Check this option to make each result clickable. Once you click any highlighted number you will see the underlying JQL query and results in the Work Item Navigator.
Leave unchecked if you rarely use the Work Item Navigator or experience slow loading times. |
Reload every 15 min | Enabling this option is useful when displaying information that needs a periodic and automatic refresh, particularly when the gadget is displayed on a wallboard. |
Group by name | By default, results are grouped by their internal ID, which may result in some values/options (like Versions, Components, Work item type, Severity, Sprint, Status (especially in team-managed projects), option-based fields) showing up multiple times since they might have unique IDs. When checked, options with the same name are treated as one. before ![]() after ![]() |
View Mode
Some display options of the gadget, especially when using the date-drilldown, can be configured on the fly without entering Edit Mode.
Sorting
Click the small arrows next to each column header to sort the columns.

Date Filter
An additional filter appears at the top when a date field is selected to show (group by) on the y-axis, allowing you to view the data in a custom time period and aggregation level. It is pre-populated with the configuration value and contains the following options:

Options | Explanation |
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Time Period | Set the period which you want to display: Current week, Current month, Current quarter, Current year, All-time. |
Date Picker | The picker allows you to override the Time period selection. Select the start and end dates by clicking on the dates. Click next to the expanded calendar to enter your chosen date. If the date range is not customized, it reflects the chosen Time period (e.g., 01/Jan/24-31/Dec/24 for Current year). Adjusting the date range changes the Date Filter View to Customized. |
Date Grouping | Define how you want to group the data: Daily, Weekly (W1, W2, W3, ...), Monthly (M1, M2, M3, ...), Quarterly (Q1, Q2, Q3, Q4), Yearly (Y/22, Y/23, Y/24, ...). For data spanning more than one year, Weekly, Monthly, and Quarterly data will display the year as a suffix (e.g., Q1/24). |
Info Icon | The tooltip |
Use Cases And Examples
Title | Gadget | Description |
---|---|---|
Comparison of Budget and Total Costs | Grouped Filter Results | Compare the actual costs of a marketing campaign with the budget, broken down by quarter. |
List the Number of Work Items by Status | Grouped Filter Results | Display the number of work items grouped by their status to get an overview of the work item distribution. |
Marketing Project Status | Grouped Filter Results | Display overdue work items within a project, grouped by Priority to help identify and resolve the most critical tasks first. |
Task Due Date Management Dashboard | Grouped Filter Results | Monitor the number of work items by their due dates as a project manager. |