# How to Generate / Edit the Report

### Requirements:

* Ensure all relevant custom fields are created in Jira before generating any report.
* Ensure deployment is complete. Refer to the [Deployment Guide](/knowledgebase/guides/user-story-coverage/technical-overview/deployment-guide.md) for script deployment instructions.
* Consider your team's reporting preferences and data analysis needs when selecting an approach for generating the reports.

***

## Generating Reports in Jira

Ready to assess your User Story coverage and ensure a smooth release? Here are two convenient approaches to generate your report in Jira:

### <mark style="color:blue;">**Option 1: Advanced Reporting with JXL Plugin (Recommended)**</mark>

#### **Benefits:**

* **Clear Structure:** Visualize task hierarchy and relationships for easy understanding.
* **Flexible Formatting:** Customize the report layout and content to your preference.
* **User-Friendly Features:** Leverage additional plugin functionalities for efficient report creation.

#### **Steps:**

1. **Navigate:** Locate your project in Jira and open the "Sheets" section. Create a new Sheet.\ <img src="/files/C9NSaodTWSxSTN3MXL6x" alt="" data-size="original">   ![](/files/PXiJYLxfUM5QFpAyTQtY)
2. **Craft Your Query:** Utilize a customized JQL query to retrieve relevant data (example provided). Remember to adjust the query based on your specific needs.\
   `project = "SLDEV" AND cf[10900] IS NOT EMPTY and updated > startOfDay(-30d)`\
   ( *cf\[10900] = customized field: Modified Coverage )*
3. **Visualize Hierarchy:** Define or edit the hierarchy to display stories and subtasks (recommended for quick scanning).\
   ![](/files/hclKyzH6WBOzlQMMqScX)
4. **Customize and Create:** Select desired columns, adjust settings, and click "Create" to generate your report.
5. **Edit with Ease:** Modify the report anytime using the "Edit" button.

### <mark style="color:blue;">**Option 2: Basic Reporting with Jira Filters**</mark>

**Considerations:**

* **Limited Formatting:** Offers basic table presentation without advanced formatting options.
* **No Hierarchy Visualization:** Task relationships and hierarchy might not be clearly visible.

**Steps:**

1. **Access Filters:** Locate the "Filters" page in your relevant project and create a new Filter.<br>

   <figure><img src="/files/QigaBUWNbuAswS0eaHku" alt=""><figcaption></figcaption></figure>
2. **Build Your Query:** Employ the JQL option to construct a customized query (similar to step 2 in Option 1).<br>

   <figure><img src="/files/tsbc5WTxLi4XO07QeTvy" alt=""><figcaption></figcaption></figure>
3. **Configure and Generate:** Set up desired columns, adjust other settings, and click "Create" to generate your report.
4. **Edit as Needed:** Utilize the "Edit" button for future modifications.

***

With these clear instructions and helpful tips, you're now empowered to generate User Story Coverage Reports efficiently and confidently!


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