Get started with Advanced Filters & Gadgets

3 min read

Advanced Filters & Gadgets turns the Jira filters you already have into dashboards people can actually use. Build the reporting once, and every dashboard using it stays in step. Change your mind later, and you change it in one place.

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New here? This page is the five-minute tour. When you’re ready to build something, go to Create your first advanced filter.

What you can do with it #

  • Let viewers slice a dashboard themselves: add quick filters and field controls so one dashboard answers the question for every team, instead of building a dashboard per team.
  • Put the headline numbers up front: work item counts, story point roll-ups, averages and ratios, as large tiles or gauges.
  • Chart the trend: created vs. resolved, time series, and flexible breakdowns by any field.
  • Give people a working queue: saved views and queues that show the right columns to the right audience.
  • Drive every gadget at once: one Controller gadget filters the whole dashboard, not just the panel next to it.

Where you’ll find it in Jira #

Where What it’s for
Apps → Advanced Filters The filter library: create and configure your advanced filters
Dashboard → Add gadget → “Advanced Filter …” The 13 gadgets that show and filter your data
Settings → Apps → Advanced Filters Global settings: who can do what, bulk operations, exports and backups (admins)
The Filters list with the search box, the two toggles above it, and one row per advanced filter.
The filter library: every advanced filter on this site that you administer or may use.

For administrators: a two-minute setup #

There’s no configuration to work through. Once the app is installed, open it once and you’re essentially done.

  1. Open the app. The first visit finishes the setup by itself. If you see “Setting up Advanced Filters”, give it a moment and the page appears on its own.
  2. Check that your trial or subscription is active.
  3. Decide who can do what in Global settings → Access policies. Out of the box, anyone logged in can create advanced filters; bulk operations, usage exports and backups stay with Jira admins until you hand them to a group.
The Global settings page, the filter-capacity header above the Access policies panel and its four grants.
Global settings: capacity, access policies, bulk operations, usage export and app data, for Jira administrators.
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Your Jira permissions carry over untouched. People only ever see the filters and work items Jira already lets them see. The app never widens access.

For everyone else: start here #

Open Apps → Advanced Filters. You’ll see every advanced filter you manage, plus the ones built on Jira filters you’re allowed to use. Star the ones you use often. Select Create filter to build your own from a Jira filter you already have.

You don’t have to create anything to get value on day one. If a colleague has already built an advanced filter and shared its Jira filter with you, go straight to a dashboard and add a gadget for it. All thirteen are in Jira’s own Add gadget panel under “Advanced Filter …”.

Jira's Add gadget panel searched for Advanced Filter, with Results and Controller among the results.
Every Advanced Filters & Gadgets gadget appears in Jira’s own Add gadget panel.

Where to go next #