Publish Reports with Jira Service Desk Data in Crystal Reports

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Jira Service Desk ODBC Driver

The Jira Service Desk ODBC Driver is a powerful tool that allows you to connect with live data from Jira Service Desk, directly from any applications that support ODBC connectivity.

Access Jira Service Desk data like you would a database - read, write, and update Jira Service Desk Customers, Organizations, Requests, etc. through a standard ODBC Driver interface.



Use the Report Wizard to design a report based on up-to-date Jira Service Desk data.

Crystal Reports has many options for offloading data processing to remote data; this enables real-time reporting. The CData ODBC Driver for Jira Service Desk brings this capability to Crystal Reports. This article shows how to create a report on Jira Service Desk data that refreshes when you run the report.

Connect to Jira Service Desk Data

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

You can establish a connection to any Jira Service Desk Cloud account or Server instance.

Connecting with a Cloud Account

To connect to a Cloud account, you'll first need to retrieve an APIToken. To generate one, log in to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

Supply the following to connect to data:

  • User: Set this to the username of the authenticating user.
  • APIToken: Set this to the API token found previously.

Connecting with a Service Account

To authenticate with a service account, you will need to supply the following connection properties:

  • User: Set this to the username of the authenticating user.
  • Password: Set this to the password of the authenticating user.
  • URL: Set this to the URL associated with your JIRA Service Desk endpoint. For example, https://yoursitename.atlassian.net.

Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.

Accessing Custom Fields

By default, the connector only surfaces system fields. To access the custom fields for Issues, set IncludeCustomFields.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

You can then follow the procedure below to use the Report Wizard to create the Jira Service Desk connection.

  1. In a new report, click Create New Connection -> ODBC.

  2. In the resulting wizard, click Select Data Source and select the DSN in the Data Source Name menu.

Design a Report

After adding a ODBC connection to Jira Service Desk, you can then use the Report Wizard to add Jira Service Desk data to your report.

  1. Click File -> New -> Standard Report.
  2. Expand the ODBC node under Create New Connection and double-click Make a New Connection.
  3. Configure the data source by selecting the tables and fields needed in the report. This example uses the RequestId and ReporterName columns from the Requests table.

You can then configure grouping, sorting, and summaries. For example, this article groups on RequestId and summarizes on ReporterName. See the following section to use the aggregate and summary to create a chart.

Create a Chart

After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart that aggregates the values in the RequestId column.

  1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by, RequestId in this example, in the On Change Of menu.
  2. In the Show Summary menu, select the summary you created.
  3. Select filters and a template, as needed, to finish the wizard.

Preview the finished report to view the chart, populated with your data. If you want to filter out null values, use a SelectionFormula.

Working with Remote Data

To ensure that you see updates to volatile data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.

You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you will need to have selected a column to group on in the report creation wizard.

  1. Click File -> Report Options and select the Perform Grouping On Server option.
  2. Click Report -> Section Expert and select the Details section of your report. Select the Hide (Drill-Down OK) option.

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed.