Easy Tech TutsHow to Create Rich Filter in Jira 2026 Easily Setup Smart Rich Filter in Jira
By Impran M N
Standard filters can only take your Jira reporting so far, but rich filters let you build more dynamic dashboards for tracking KPIs and project data. This guide walks through creating a rich filter in Jira and adding it to your dashboard as a gadget.
01Create a new filter
Start by building a saved filter in Jira using your search criteria, such as project, status, or assignee.
02Configure smart filter options
Adjust the filter's settings to fit the dynamic conditions you want, such as date ranges or issue type combinations.
03Add the filter as a dashboard gadget
From your Jira dashboard, add a gadget and select your saved rich filter so its results display visually.
04Fine-tune the gadget display
Adjust how the gadget presents the filtered data, whether as a list, chart, or summary view.
05Use it for ongoing reporting
Revisit and refine the filter as your project evolves so your dashboard keeps reflecting accurate, up-to-date data.
Frequently asked questions
Do I need admin access to create rich filters?
No, most Jira users with standard permissions can create and save filters, though dashboard sharing settings may vary by project.
Can I share a rich filter with my team?
Yes, saved filters can be shared with specific users, groups, or the whole project depending on your permissions.
How is a rich filter different from a basic search?
A rich filter is a saved, reusable search that you can turn into a dashboard gadget, unlike a one-off basic search.
Can rich filters help track sprint velocity?
Yes, when paired with the right gadgets, rich filters can support reporting on completed work and team velocity over time.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
