Workitem Performance view

Data in the view can be displayed in a chart. To view the chart, click the Show/Hide chart icon .

To show or hide columns:

1. Click the Pick columns icon on the right side. The Add/Remove Column pane appears.
2. (Optional) To sort the columns in ascending or alphabetical order, click Sort by > Column Name A-Z. 
3. (Optional) To sort the columns in descending or reverse alphabetical order, click Sort by > Column Name Z-A.
4. (Optional) To categorize or uncategorize the columns, click Sort by and enable or disable the Group by Categories toggle. Click the image to enlarge.
   
   
5. Search or scroll to select the columns you want to view.
   Note: You can also use keyboard navigation to choose the columns.
6. Click Save. The selected columns appear on the screen.
   Note: The column selections appear only after saving the changes and do not apply to the table immediately.

To rearrange the columns, click a column header and drag it.

To reset a view to default column settings, click Reset view to defaults.

You can select up to 20 columns.

For more information about the metrics shown in the columns, see the Available Columns section in this article.

To enter the names of the workbins you want to view, click Filter workbin(s). Enter the name of the workbin and select the workbin from the search results. You can continue to enter and select more workbins to add to the view.

Filter by selecting multiple workbins

You can select multiple workbins to filter by. 

1. In the workbin row, select the check box.
2. To add filters, select more check boxes. 
3. Click Add to filters.

To customize analytics views, use the date filter.

To filter metrics by date or configure a custom date range, use presets. When filtering metrics for this view, select any custom date range up to one month. 

To use a preset to filter metrics, complete the following steps:

1. Click the date to display the date filter.
2. In the Presets list, select a preset date option.

Date presets

To use a custom date range to filter metrics, complete the following steps:

1. To display the date filter, click the date.
2. Select a start date and an end date on the calendar, and click the filter arrow .

To view data for a different time period using the same date presets, click the arrows on either side of the date display.

For example, to view data for the previous day, click the Day preset, and then click the arrow on the left side of the date.

To view data for a different time zone using the same date presets, from the Time zone drop-down menu, select the required time zone. You can create and save reports with the same selected time zone.

The global search allows you to easily find the available filters from the list of filters.

To find filters by global search:

1. Click the Filter icon . The Filters pane appears.
2. In the top section, in the Search for filters search box, enter the name of the preferred filter and select the filter from the search results.

To filter metrics by queue, follow these steps:

1. Click the Filter icon . The Filters pane appears.
2. Under Queue, in the Search for queues search box, enter the name of the queue and select the queue from the search results. You can continue to enter and select more queues to add to the view.

To filter metrics by worktype, follow these steps:

1. Click the Filter icon . The Filters pane appears.
2. Under Worktype, in the Filter by worktype search box, enter the name of the worktype and select the worktype from the search results. You can continue to enter and select more worktypes to add to the view.

To filter metrics by workitem assignee, follow these steps:

1. Click the Filter icon . The Filters pane appears.
2. Under Workitem assignee, in the Filter by assignee search box, enter the name of the assignee and select the assignee from the search results. You can continue to enter and select more assignees to add to the view.
3. (Optional) To see and select inactive users in the assignee filter search, select Include inactive users. 
4. (Optional) To see and select deleted users in the assignee filter search, select Include deleted users.

To filter metrics by external tag, follow these steps:

1. Click the Filter icon Icon included. The Filters pane appears.
2. Under Worktype assignee, in the Filter by External Tag search box, enter the name of the external tag and select the external tag from the search results. You can continue to enter and select more external tags to add to the view.

To filter metrics by status, follow these steps:

1. Click the Filter icon . The Filters pane appears.
2. Under Status, in the Filter by status search box, enter the name of the status and select the status from the search results. You can continue to enter and select more statuses to add to the view.

To filter metrics by workitem, follow these steps:

1. Click the Filter icon . The Filters pane appears.
2. Under Workitem, in the Filter by workitem search box, enter the name of the workitem and select the workitem from the search results. You can continue to enter and select more workitems to add to the view.