Report Assistant for Jira – User Guide

Report Assistant writes your daily, weekly or monthly report from your Jira activity, through Rovo, and keeps every report in one place. You can also write a report by hand or by voice, and share your reports with the team.

How to read the pictures. Every screenshot comes from a real Jira site. The red boxes with numbers show where to look or click. Number 1 in the picture is step 1 in the text, number 2 is step 2, and so on.

Get started in 2 minutes

1. Install Report Assistant from the Atlassian Marketplace (a Jira admin; free for up to 10 users).
2. Open Jira’s Apps menu → My Reports.
3. Write a report: Daily, today’s date, the template My stand-up — type or dictate one line under Yesterday, Today and Blockers, and watch the report as it will be saved beside the fields.
4. Save report, then Copy to paste it into Slack or Confluence. With Rovo on the site, Ask Report Assistant writes it from your Jira activity instead.

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Overview

Report Assistant writes your daily standup, weekly status and longer reports from your Jira activity, and keeps them in one place. It has three parts:

• the Rovo agent “Report Assistant by Simplify”, which writes a report from your Jira activity in your template;
• the page My Reports (Jira’s Apps menu) — your saved reports and their calendar, writing by hand, reports shared with you, templates and who may see your reports;
• the admin page Report Assistant (Jira settings → Apps) — everybody’s reports, the team’s coverage and the site’s templates.

The agent reads Jira as you, so it sees only what you may see. The app runs on Atlassian Forge, stores reports inside your Atlassian site and makes no external calls; the language model is Atlassian’s Rovo.

Rovo comes with Jira Standard, Premium and Enterprise, so the agent is there after the install. On Jira Free you can still write and share reports by hand.

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Install and open

1. Install Report Assistant from the Atlassian Marketplace.
2. In Jira’s sidebar, open Apps → My Reports.

On your first visit, How it works shows the three steps: ask Report Assistant in Rovo for a report, check it and type “Save as daily report”, find it here. Open Rovo chat starts a chat with the agent; Got it hides the note.

1. In Jira’s sidebar, open Apps.
2. Choose My Reports.
3. The five tabs: your reports, writing by hand, your team’s reports, templates and sharing.
4. On a workday without a report, a line says so. Ask Report Assistant opens Rovo; Write it opens the form.

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Let the agent write a report

Open Rovo chat → Browse agents → Report Assistant by Simplify, then start with Generate my report, Write my daily report from today’s Jira activity or Write my weekly report from my daily reports. The agent offers seven kinds of report:

1. Ask Report Assistant opens Rovo chat with the agent.
2. Ask in your own words, for example “What did I work on this month?”.
3. The agent writes the report from your Jira activity. Type “Save as daily report” (or weekly, monthly) to keep it.

Answer with the number or the name; “today” or “last week” work for the period. The agent writes the report in your default template for that period (see Templates), and you can ask for changes. Say “save as daily report” (or weekly, monthly, quarterly, yearly) and it is saved at once.

Your Jira activity means the issues updated in the period where you are or were the assignee or reporter, that you created, or that you approve (Jira Service Management approvals) — with their descriptions, your comments of that period and the time you logged. “A day” is your day in your Jira time zone. A period with more than 100 issues says so instead of being cut silently.

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My reports

On a workday without a daily report, a line on top says No report for today yet. with Ask Report Assistant and Write it. Below it, the month as one strip of days: a saved day is green, a missed workday is outlined in orange (“16 of 18 workdays · 2 missed”); weekends never count as missed.

Under the strip, the list of a period’s reports (Daily · Weekly · Monthly · Quarterly · Yearly) beside the opened one:

• Copy — the report’s Markdown on the clipboard, for Slack, Confluence or an email;
• Edit — the Markdown in a dialog, Save report;
• ⋯ → Delete — asks first; a deleted report cannot be restored.

Under the report it says who can read it (“Visible to you, Omar Haddad and Jira admins”).

1. Pick the report type: daily, weekly, monthly, quarterly or yearly.
2. Month shows a strip of days; Year shows the whole calendar.
3. In the strip, green is a saved day, orange is a workday without a report, blue is today. Click a day to open it.
4. The list shows the period’s days with their first line.
5. On the opened report: Copy the Markdown, Edit it, or ⋯ → Delete.

Calendar of my reports

Under the table, the Calendar of my reports shows the year at a glance. Every workday with a saved daily report is green; a workday without one stands out; weekends never count as missed, and neither do the days before your first daily report. Weeks (W1–W5), quarters and the year are marked when their reports are saved.

Point at a day to see its date and the report’s first line; click it (or press Enter) to read the report, or — on a day without one — to write it. Arrow keys move by day and week, Page Up and Page Down by month.

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Write a report by hand

Write a report works without Rovo. Choose Daily · Weekly · Monthly · Quarterly · Yearly and the date — the button names the period (“Week 2 · 8–14 Oct 2026”) — and a template (Template: My stand-up ▾).

Fields beside the report as it will be saved

The template’s headings become fields — Yesterday, Today, Blockers — one line per item; Edit as Markdown shows the whole text. Beside the fields you see the report as it will be saved, with Copy. Save report saves it (“Report saved for 13 October 2026”) and My reports opens on it.

Dictation

Every field has a microphone. It uses your browser’s own speech recognition (Chrome, Edge, Safari) and is off until you click it; finished sentences go into the field, a new sentence is a new item. English or Russian. Report Assistant never receives or stores audio.

1. Pick the period.
2. Pick the date. The button names the period.
3. Pick a template. Its headings become the fields.
4. Click the microphone to dictate. Words go into the field you used last.
5. Fill in the fields, one line per item.
6. On the right you see the report as it will be saved. Press Save report below the fields.

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Templates

The Templates tab holds the layout each report starts from — here and in the agent:

1. Each card is a template; the badge says which period it is the default for.
2. ⋯ has Open, Use as default for…, Edit and Delete.
3. New template: start from Stand-up, Status, Weekly or Blank.

• My default templates — the template each period starts from: yours, or the site’s when you set none.
• Site templates (made by Jira admins) and My templates — Open, Use as default for… Daily, Weekly, Monthly, Quarterly or Yearly; your own also Edit and Delete (reports written from it stay as they are).
• New template — a name and the template in Markdown, with Preview. Only you see your templates.

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Share reports with your team

On Who can see my reports, choose people under Add people and press Add. They see all your reports in their Shared with me; Remove takes someone off again. Jira admins can always see reports on the admin page.

1. Pick a person in People and press Add.
2. Or click a suggestion: people from your issues this month.
3. Remove takes someone off again.
4. I can see lists the people who added you. Only they can remove you.

Shared with me puts the reports of other people side by side, one column per person. Choose People, Groups or a Project (its assignable people), the report type, year and month:

1. Choose People, Groups or a Project.
2. Pick Daily, Weekly or Monthly.
3. Move between periods with the arrows.
4. The grid: a row per person, a cell per day with the report’s first line. Click a cell to read it.
5. Copy team digest copies everyone’s reports as one text.

People whose reports you may not see are listed under “You can’t see the reports of:” — ask them to add you. Filter choices can be saved under a name with Save filters.

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The admin page

Jira settings → Apps → Report Assistant is for Jira administrators only; the server checks it on every call.

• Coverage, Team board and Templates tabs. Team board shows everybody’s reports, like Shared with me. Coverage shows the team at a glance: a row per person, a column per day of the month, a tick where a daily report is saved and a mark on a workday without one. Only the days and the counts are read for the grid, never the reports’ text.

1. In Jira settings, open Apps and choose Report Assistant.
2. The admin tabs: Coverage, Team board and Templates.
3. Pick the year, month and days.
4. The badges sum up the team.
5. The grid: a tick where a daily report is saved, an outlined box on a workday without one, and the count per person.

• Templates — the site’s default template for each period and the site’s templates.

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Permissions and data

• Who sees a report: its author, the people and groups they added, and Jira administrators on the admin page.
• Where data lives: reports, templates and sharing are stored in the app’s Forge storage inside your Atlassian site; nothing is sent outside Atlassian. The agent runs in Rovo and reads Jira as you.
• Closed accounts: once a day the app asks Atlassian about the people it stores data on and deletes every report, template and grant of a closed account.

See the privacy policy and the data processing addendum.

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Troubleshooting

• The agent does not appear in Rovo: Jira Free has no Rovo. On other plans, open Rovo chat again a minute after the install. Use Write a report meanwhile.
• A weekly report from created reports is empty — it is written from your saved daily reports; save those first.
• “Your Report Assistant licence isn’t active.” — a Jira admin renews it in Manage apps.

Still stuck? Contact support.

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Related apps

• Burnout Radar — private weekly signals of overload from your Jira work.
• Deadline Tracker — overdue and upcoming issues across projects on one board.
• SLA Reports — weekly SLA compliance reports for Jira Service Management.