Sharing reports
This page discusses the usage of Portfolio for Jira live plans (any version from 2.0 to 2.27). If you're using the redesigned planning interface, see this page instead.
Portfolio for Jira lets you share reports containing the read-only data of a plan or program — from both scope and schedule views.
You can share reports via the following:
- Via a link that's view-only
- Via an HTML iframe
Note the following details:
- Reports contain dynamic data from your Jira instance. This means that the data you're sharing might not be the most updated from your Jira instance.
- The consumers of a shared report must have the necessary plan permissions and program permissions to view the report.
- Reports are shared from either the scope or schedule view. Consumers of the report will get the same view from which the report was shared. Consumers will be able to see and use the same filters, scheduling options, and other settings.
- When sharing a report, you can also include the controls and filters that are set up for the program. With controls and filters included, the consumer of the shared report is then able to change the schedule view option, hierarchy, and filters when viewing the report.
Sharing reports
Before sharing a report, make sure you're logged into your Jira instance, and that you have the necessary Portfolio for Jira permissions, plan permissions, and program permissions.
- In Jira, go to Portfolio (in header) > View Portfolio. The 'Manage portfolio' page will be displayed.
- Depending on what you want to share, click your program or plan.
- Go to either the schedule or scope view of the program or plan.
- Click the Share button.
- Choose how you want to share the report.
ProTip: While you can choose between two sizes for the embedded report (medium or large), you can also set a specific size with which to embed the report. The typical iframe tag would be something like this:
<iframe src='JIRA_INSTANCE_URL/secure/PortfolioSharedReportView.jspa?r=TwrPL&e' width='1000' height='400' style='border' : 1px solid #ccc;'></iframe>
You can customize the size by specifying the width and height in the iframe tag. This is handy to ensure that the iframe wraps cleanly around the report, for those times when you don't have the perfect area size for the data that the report returns.