Reporter Guide

This guide helps reporters use the Custom Ticket Views application to view and manage their tickets efficiently.

Finding your tickets in YouTrack shouldn't be a treasure hunt. This application gives you a dedicated, customizable view of all your tickets with powerful search, sorting, and filtering capabilities—all configured by your administrator to show exactly the information you need.

🚀 Getting Started

Access your customized ticket view:

1. Navigate to Custom Ticket Views in the YouTrack main menu
2. You'll see a table displaying your tickets with columns configured by your administrator
3. Use the search box, column selector, and sorting options to customize your view

Custom Ticket Views interface with your tickets displayed

First Time Users

If you don't see table with tickets but see no access message, contact your administrator to verify:

• The app is enabled globally
• You have access permissions (check Access Control settings)
• Your subscription is active

🔍 Search Functionality

The search box allows you to quickly find tickets by searching for text phrases.

How Search Works

• Full-Text Search: Searches across your tickets using YouTrack's search capabilities
• Real-Time Results: Results update as you type (with a short debounce delay)
• Case-Insensitive: Search is not case-sensitive ("bug" matches "Bug", "BUG", etc.)
• Combined with Filters: Search works alongside any other filters or sorting you've applied

📊 Column Customization

Customize which columns are visible in your ticket table.

Show/Hide Columns

1. Click the Select columns button in the top-right corner
2. A dropdown appears showing all available columns
3. Check/uncheck columns to show/hide them
4. Changes apply immediately to your current session

Click the "Select all" button to show all columns. "Deselect all" button hides all columns.

Column selector dropdown menu

Session-Only Persistence

Column visibility preferences are not saved between sessions in the current version. You'll need to reconfigure columns each time you open the reporter view. Saved presets are planned for a future release. Contact support for more information or ideas on how to improve the application.

Available Columns

The columns available to you depend on what your administrator has enabled. See the Admin Guide for a complete list of supported field types.

↕️ Sorting

Sort your tickets by any column to organize them according to your needs.

Single-Column Sorting

1. Click any column header to sort by that column
2. Click again to toggle between ascending (↑) and descending (↓) order
3. Visual indicators show the current sort direction

Multi-Column Sorting

Sort by multiple columns simultaneously:

1. Click the first column header to set primary sort
2. Hold Shift and click another column header to add secondary sort
3. Continue holding Shift and clicking to add more sort levels
4. Numbers next to sort arrows indicate sort priority (1, 2, 3, etc.)

Clear Sorting

Click the "Clear Sort" button to remove all sorting and return to the default order.

Supported Field Types

All YouTrack field types support sorting except Description field.

Multi-column sorting with visual indicators

📄 Pagination

Control how many tickets are displayed per page and navigate through large result sets.

Rows Per Page

Select from the dropdown in the bottom-right corner:

• 10 rows - Best for quick scanning
• 25 rows - Default, balanced view
• 50 rows - More context per page
• 100 rows - Maximum rows per page

Page Navigation

• Previous/Next: Use arrow buttons to navigate sequentially
• Results Counter: Shows "Showing X-Y of Z results" to track your position

Refresh Button

Click the Refresh button to manually reload ticket data from YouTrack. This is useful if:

• You've made changes in another YouTrack view
• You want to see the latest updates from other team members
• You suspect data might be stale

📅 Date Formatting

All date and datetime fields are automatically formatted according to your personal YouTrack profile preferences. The application reads your YouTrack profile settings and applies them to all date fields.

⚙️ More Options

If you're an administrator viewing the reporter tickets view, you'll see an additional More Options menu in the top-right corner.

Available Options

• What's New: View release announcements and feature highlights
• Documentation: Link to this documentation site
• Support: Contact support via email or portal
• Configuration: Quick link to admin configuration panel

Admin-Only Feature

The More Options menu is only visible to YouTrack administrators. Regular reporters won't see this menu.

🔧 Troubleshooting

Can't Open Reporter View

• Check Access: Verify with your administrator that you have access permissions
• Check Subscription: Ensure the organization has an active subscription or trial
• Check Browser: Try refreshing the page or clearing browser cache

Known Limitations

Agent License Limitation

Users with an Agent license who create tickets on behalf of other users will see those tickets in their Custom Ticket Views. This is expected behavior based on how YouTrack handles ticket ownership and visibility.

Search Not Working

• Check Search Term: Ensure you're entering valid search text
• Check Network: Verify internet connection to YouTrack instance
• Try Refresh: Click the Refresh button to reload data

Columns Not Appearing

• Check Admin Config: Verify with your administrator that columns are enabled
• Check Column Selector: Ensure columns are checked in the column selector dropdown
• Try Select All: Click "Select all" to show all available columns

Sorting Not Working

• Check Column Type: Most field types support sorting (Description field cannot be sorted)
• Try Clear Sort: Click "Clear Sort" and try again
• Check Network: Verify internet connection for query execution

Need More Help? Reach out to support@appfero.com or raise a ticket.