5. Filtering and Customizing Your Data

5. Filtering and Customizing Your Data

Master Your Data Filtering

Getting the right data is crucial for deriving meaningful insights. Status Time and Times offers five powerful filtering methods to help you focus on exactly what you need to analyze.

The Five Filter Types

Overview of Available Filters

Status Time and Times provides these filtering options in the "Filter Type" dropdown:

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1. JQL (Jira Query Language) - The Power User's Choice

What is JQL?

JQL is Jira's powerful search language that lets you create precise queries using familiar syntax. It's the most flexible filtering option available.

When to Use JQL:

  • Complex queries: Multiple conditions and criteria

  • Date ranges: Specific time periods for analysis

  • Advanced filtering: Custom fields, labels, components

  • Power user scenarios: When you know exactly what you want

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Common JQL Examples:

Sprint Analysis:

sprint = "Sprint 23" AND status changed DURING ("2025-01-01", "2025-01-31")

Recent Issues:

updated >= -7d AND assignee = currentUser()

Project Timeline:

project = "MY_PROJECT" AND created >= "2024-01-01" ORDER BY created DESC

Bug Analysis:

type = Bug AND priority in (High, Critical) AND resolved >= -30d

JQL Tips:

  • Start simple: Begin with basic project or assignee queries

  • Test first: Use Jira's issue search to validate your JQL before using it in reports

  • Use dates: Include date ranges for relevant time-based analysis

  • Order matters: Add ORDER BY clauses for consistent results

2. Assignee Filter - Focus on Team Members

What it does:

Quickly filter data to show only issues assigned to specific team members. Perfect for individual performance analysis or workload reviews.

When to Use:

  • 1-on-1 meetings: Review individual contributor performance

  • Workload balancing: See distribution across team members

  • Performance reviews: Focus on specific team member contributions

  • Capacity planning: Understand individual workloads

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Features:

  • Search functionality: Quickly find team members by name

  • Avatar display: Visual identification of team members

  • Current user shortcut: Quick option to select yourself

3. Filter - Use Your Existing Jira Filters

What it does:

Leverage your existing Jira saved filters (also called "Search Filters") that you've already created and shared in your Jira instance.

When to Use:

  • Standardized reporting: Use organization-wide filter standards

  • Complex pre-built queries: Leverage advanced filters developed by others

  • Consistency: Ensure everyone uses the same data criteria

  • Shared analysis: Use team or project-specific saved filters

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Advantages:

  • No JQL knowledge required: Use filters created by others

  • Tested and validated: Filters are already proven to work

  • Shared understanding: Team uses consistent criteria

  • Complex logic simplified: Advanced queries made accessible

4. Reporter Filter - Track by Issue Creator

What it does:

Filter issues based on who originally reported or created them. Useful for understanding issue sources and customer feedback patterns.

When to Use:

  • Customer support analysis: Track issues from specific customers

  • Internal vs external issues: Separate internal team reports from customer reports

  • Source analysis: Understand where most issues come from

  • Stakeholder reporting: Focus on issues from specific business areas

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Common Use Cases:

  • Support ticket analysis: Focus on customer-reported issues

  • QA vs Development: Compare issues found by QA vs developers

  • Business unit analysis: Track issues by department or team

  • External feedback: Analyze customer-submitted issues

5. Project Filter - Focus by Project Scope

What it does:

Filter data to show only issues from specific Jira projects. The simplest way to scope your analysis to particular projects or products.

When to Use:

  • Project-specific analysis: Focus on individual project performance

  • Product comparison: Compare metrics across different products

  • Portfolio reporting: Analyze multiple projects together

  • Scope limitation: Keep analysis focused and relevant

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Features:

  • Multi-project selection: Analyze multiple projects together

  • Project avatars: Visual project identification

  • Search functionality: Quickly find projects by name

  • Recent projects: Quick access to recently used projects

Choosing Your Data View: Table, Chart, and Pivot

Once you have filtered your data, Status Time and Times provides three effective methods to visualize your results. You can easily switch between them at any time using the view selector at the top right of the report area.

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1. Table View - For Detailed Analysis

This is the default view, presenting your data in a familiar spreadsheet-style format. It is ideal for deep-diving into specific data points and details.

  • Best for: Detailed examination, sorting by columns, searching for specific issues, and exporting raw data.

  • Features: You can sort any column by clicking its header.


2. Chart View - For Visual Insights

Switch to the Chart view to transform your data into visual graphs. This view is perfect for quickly identifying trends, patterns, and outliers.

  • Best for: Presentations, identifying bottlenecks at a glance, and understanding data distribution.

  • Features: Choose from various chart types like Bar, Line, and Pie charts to best represent your data.

  • For a detailed guide on using charts, see Chapter 7: Visualizing Your Data.


3. Pivot View - For Interactive & Multi-dimensional Analysis

The Pivot view provides an interactive table that lets you summarize and reorganize data by dragging and dropping fields. It is a powerful tool for slicing and dicing data from different perspectives.

  • Best for: Exploring relationships in your data, creating summary reports (e.g., time per assignee per epic), and multi-dimensional analysis.

  • Features: Drag fields to rows, columns, and value areas to dynamically change your report's structure.

Data Export Options

Export Your Results

All views support data export for further analysis or presentation:

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Export Formats:

  • Excel (.xlsx): Full data with formatting

  • CSV: Raw data for external analysis

Filtering Best Practices

🎯 Start Broad, Then Narrow

Begin with wider filters and gradually narrow down to specific areas of interest.

📅 Include Time Ranges

Most meaningful analysis includes specific time periods. Use JQL date functions or filter by update/creation dates.

🔄 Save Successful Queries

When you find useful JQL queries, save them as Jira filters for future use and team sharing.

👥 Consider Your Audience

Choose filter types based on who will use the reports:

  • Executives: Use Project filters for high-level views

  • Team Leads: Use Assignee filters for team analysis

  • Analysts: Use JQL for detailed investigation

Common Filtering Scenarios

Sprint Retrospective Setup:

  1. Filter Type: JQL

  2. Query: sprint = "Sprint 23" AND status changed

  3. Report Type: Time in Status

  4. View: Chart (Bar chart showing bottlenecks)

Team Performance Review:

  1. Filter Type: Assignee

  2. Selection: Choose team members

  3. Report Type: Assignee Time

  4. View: Table (Detailed breakdown by person)

Project Health Check:

  1. Filter Type: Project

  2. Selection: Select target projects

  3. Report Type: Status Count

  4. View: Pie Chart (Current status distribution)

Quick Reference

When to Use Each Filter Type:

Scenario

Best Filter Type

Why

Scenario

Best Filter Type

Why

Daily standup

Assignee

Focus on team members

Sprint review

JQL

Specific sprint data

Executive report

Project

High-level project view

Support analysis

Reporter

Customer vs internal issues

Standard reporting

Filter

Consistent, pre-defined criteria