How to use Report Assistant for Jira: let the Rovo agent write daily, weekly and monthly reports from your Jira activity, save and share them, templates and admin coverage.

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 must be active on the site for the agent; without it you can still write and share reports by hand.

Install and open

Install Report Assistant from the Atlassian Marketplace. Turn Rovo on for the site first, so the agent appears.
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.

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:

Report	What the agent reads
Daily from Jira activities	your Jira activity on one day
Weekly from created reports	your saved daily reports of the week
Weekly from Jira activities	your Jira activity over the week
Monthly from created reports	your saved weekly reports of the month
Monthly from Jira activities	your Jira activity over the month
Quarterly from created reports	your saved monthly reports of the quarter
Yearly from created reports	your saved quarterly reports of the year

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.

My reports

Pick the Report type (Daily, Weekly, Monthly, Quarterly, Yearly), the Year and, for daily and weekly reports, the Month. The table lists your saved reports with the start of each and three buttons:

Open — the whole report, with Copy to put its Markdown on the clipboard for Slack, Confluence or an email;
Edit — change the text (Preview / Edit, Save report);
Delete — asks first; a deleted report cannot be restored.

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.

Write a report by hand

Write a report works without Rovo: choose the type, year, month, quarter, week or day, write the report in Markdown — your default template for the period is filled in — and press Save report. Edit and Preview switch between the text and how it looks.

Templates

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

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.

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.

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:

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.

The admin page

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

All reports — 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.

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

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.

Troubleshooting

The agent does not appear in Rovo — Rovo must be active on the site before the app is installed. 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.

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.

Report Assistant for Jira – User Guide