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These settings allow you to apply different filters to Jira Work Managements tables to customize your data source.

No Filters

This filter returns all data and it’s applied by default. Keep this option if you want to export all existing issues.

Jira Work Management - No Filters.gif

JQL

This filter allows you to search for issues, projects, etc. in Jira and pinpoint exactly what you want. Select this option if you want to create your own request and filter data.

For more information and syntax help, please read this article.

Jira Work Management - JQL.gif

Basic

This filter allows you to filter data for export by Projects, Issue types, Issue statuses, Created date, and Updated date.

Jira Work Management - Basic.gif

  • Projects - This filter allows you to select projects to be included in your export.

Jira Work Management - Basic - Projects.gif

The Projects tab will display the number of selected projects.

Use the Clear selection button to remove your project selection.

You can select up to 75 projects.

Jira Work Management - Basic - Projects - Multiple selection.gif

  • Issue types - This filter allows you to select the issue types to be included in your export (e.g. Tasks, Sub-tasks, Bugs, etc.). You can also select the custom issue types.

Use the Search box to quickly find the exact issue type you need. Use the Clear selection button to remove your issue type selection.

You can select up to 75 issue types.

Jira Work Management - Basic - Issue types.gif

The Issue types tab will display the number of selected types.

Jira Work Management - Basic - Issue types - Multiple selection.gif

  • Issue statuses - This filter allows you to select statuses of issues to be included in your data source (e.g. Open, In Progress, Closed, etc.). You can also select the custom issue statuses.

Use the Search box to quickly find the exact issue status you need. Use the Clear selection button to remove your issue status selection.

You can select up to 75 issue statuses.

Jira Work Management - Basic - Issue statuses.gif

The Issue statuses tab will display the number of selected statuses.

Jira Work Management - Issue statuses .gif

  • Created date - This filter allows you to select the date range when the issue was created in the format YYYY-MM-DD.

You can enter the date manually or select it from the date picker. Use the Clear selection button, and then the Submit button to remove your date range selection.

Jira Work Management - Basic - Created at.gif

The Created date tab will display the selected dates.

Jira Work Management - Basic - Created date - Selected range.gif

  • Updated date - This filter allows you to select the date range when the issue was updated in the format YYYY-MM-DD.

You can enter the date manually or select it from the date picker. Use the Clear selection button, and then the Submit button to remove your date range selection.

Jira Work Management - Basic - Updated date.gif

The Updated date tab will display the selected dates.

Jira Work Management - Basic - Updated date - Selected range.gif

Use the Clear all button to remove all applied filters.

Jira Work Management - Basic - Clear all.gif

  • Using the Restore button during data source creation will remove all applied filters and return you to the NO FILTERS option.

  • Using the Restore button during data source editing will revert filters to their previously applied settings.

Restore.gif

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