Users can add Tabs to provide different, preset views of the Jira data displayed on linked reports. These tabs can also be used externally via the Shared Dashboard gadget.
Once a tab is added, an editor can preset values from any Simple Search field. The preset selections will automatically apply to linked reports once the tab is clicked by users.
Rename Tabs in Simple Search
With Simple Search in Edit mode, find the tab you want to rename
Click the pencil icon in the tab next to it’s name
Type your new name in the text box and hit Enter on the keyboard
Add Tabs in Simple Search and Set Filter Values
In the Live Preview, next to the first tab, click the + sign
Optional: Rename the tab if you wish by clicking the pencil icon
Optional: On the right side of Simple Search in the Simple Search Fields tab, add new filters, and remove or edit existing filters
Optional: Go back to the Live Preview and select values from dropdowns to set default values for filters when users click the tab
Delete Tabs from Simple Search
In the tab you want to remove, click the down button, then click Delete
Duplicate Tabs in Simple Search
If you have one tab only, click the Duplicate tab button. If you have more than one tab, click the down button on the tab you want to duplicate, then click Duplicate
Use Tabs as a Dashboard Viewer
Any values selected in fields in the first tab will be automatically applied to all linked Custom Charts or Issue List gadgets/macros on the Dashboard
In Simple Search, click the desired tab
All linked charts will update to reflect the values set in the tab
Watch the video below to see it in action!
Shared Dashboard Tabs
Shared Dashboard tabs are enabled by default, but can be disabled if preferred
With Simple Search in Edit mode, click the Display options tab
Find the TABS section and click the Shared Dashboard Tabs toggle so it turns grey