Documentation – AI Generated User Reports, Insights & Comparisons for Jira

Learn how to install, configure, and use AI Generated User Reports, Insights & Comparisons for Jira to generate AI-driven insights and streamline your reporting process.

How to Use AI Generated User Reports, Insights & Comparisons for Jira

TO USE ROVO WITH THE PLUGIN, PLEASE ENSURE THAT ROVO IS ACTIVATED BEFORE INSTALLATION.

Follow this step-by-step guide to start generating AI-powered reports effortlessly with AI Generated User Reports, Insights & Comparisons for Jira.

Table of Contents

1. Install the Plugin

2. Report Displaying

  • To view all generated reports, navigate to the global page. Use the filters to sort reports by date. Displaying all generated reports in the global page with date filters
  • Create new reports manually via the "Create Report" tab and save them. Creating a new report using the Create Report tab
  • Set visibility permissions for reports:
    • By default, only admins can view reports.
    • To modify permissions, click on "Set Report View Permissions," select users, and click "Save Permissions." Setting report view permissions for specific users
  • Manage permissions using the "Edit Report View Permissions" button to remove access for specific users. Editing report view permissions to manage user access
  • To view shared reports, navigate to "User Reports Overview" and select a user whose reports you want to access. Viewing shared reports in User Reports Overview

3. Generate a New Report with Rovo

  1. Click on the "Chat" button. Accessing the Rovo chat interface
  2. Click on "Browse Agents" and type "Report Assistant by Simplify" in the search bar. Browsing agents and finding the Report Assistant by Simplify
  3. Select the agent to open the chat and click "Generate My Report." Generating a report through the Rovo chat
  4. Rovo provides several options for reports:
    • Daily from Jira activities
    • Weekly from created reports or Jira activities
    • Monthly from created reports or Jira activities
    • Quarterly from created reports
    • Yearly from created reports
  5. Type the number or name of your preferred option. Choosing a report type for Rovo to generate
  6. When prompted, specify the date range in the format "YYYY-MM-DD." Specify a date for Rovo to generate
  7. You can ask Rovo to edit a generated report by typing your request directly into the chat. Editing a generated report using Rovo chat
  8. After generating the report, Rovo may ask if you want to save it. Respond with the command provided (e.g., "Save as Daily Report"). Saving a generated report with a specific name

4. Adjust Generating Reports

4.1. Global Templates

  • Templates standardize report formatting and enhance AI-generated insights.

  • To create a global template:

    1. Click "Manage Your Apps" in the navbar and select "User Daily Reports" in the sidebar.

      Accessing the admin page to manage global templates

    2. Go to the "Create New Template" tab and create a template in MDX format. Refer to the MDX Guide for assistance.

    3. Click "Add Template" to save it.

      Creating a new global template for reports

  • Apply templates to report types (e.g., daily, weekly, monthly) via the "Manage Templates" tab.

    Applying global templates to specific report types

  • Rovo will now apply the template as the default for relevant reports.

4.2. Personal Templates

  • Users can override global templates with personal templates:
    1. Navigate to the global page and open the "Create New Template" tab. Global page for managing personal templates
    2. Design a template in MDX format (refer to the MDX Guide) and click "Add Template." Creating a personal template for reports
    3. Assign the template to a specific report type under the "Manage Templates" tab. Assigning a personal template to report types
  • Rovo will use the personal template instead of the global one for the selected user.

5. Monitor and Compare User Reports

  • Open "Manage Your Apps" in the navbar and go to "User Daily Reports" in the sidebar.

    Admin page for monitoring and managing user reports

  • Use the filter section to select reports by:

    • User: Displays reports for a specific user.
    • Groups: Shows reports for all users in a group.
    • Project: Lists reports for users associated with a selected project.

  • Save filter profiles for quick access to frequently used configurations.

    Filtering and viewing user reports in the admin page

Get Started with AI Generated User Reports, Insights & Comparisons for Jira

Streamline your reporting process and gain actionable insights with AI Generated User Reports, Insights & Comparisons for Jira. Empower your team to make data-driven decisions effortlessly.