Breadcrumbs

Grouped Filter Results

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

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Configuration

A preview is automatically generated when the configurations are adjusted.

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Options

Explanation

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.

Quick Rename To align fields with your company glossary or preferred terminology, hover over a field and click to edit its name. To revert changes, hover over the field again and select “Restore to original name”.

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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.

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Click a column heading on the table to sort field ascending or descending. Status, Priority, and Resolution use the order defined on their Jira pages.

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.

:filter: Advanced column filtering

Unlock deeper insights and eliminate manual searching with our new intelligent column filters. Instead of scrolling through endless rows, you can now isolate critical information in seconds using filtering logic tailored to your specific data.

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Pro tip: Apply filters to multiple columns to narrow your results further. The gadget automatically combines your criteria using logical AND, displaying only the records that meet all specified conditions.

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📥 Export / download CSV

You can now download the gadget table as a CSV file directly from the gadget. Simply open the in-app menu and select Download CSV to export the full table for offline use, sharing, or further analysis.

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📚 Use Cases And Examples

Title

Gadget

Description

Comparison of budget vs. total costs

Grouped Filter Results

Compare the actual costs of a marketing campaign with the budget, broken down by quarter.

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.