Exclude child tickets from JSM report

We just switched over to JSM and I am trying to update the EasyBI report to exclude child tickets that start with onboarding or offboarding.

A previous employee created the reports and I am trying to update it.

Hi @agibson95

Welcome to the Community! :100:

This can be done in two steps:

  1. Import issue Summaries in eazyBI:
    Go to your Advanced settings and copy the code from Summary for Issues section here: JavaScript calculated custom fields
    Save the Advanced settings, go to the Source Data tab → Edit → Custom fields → Select the Summary field and run the import.
  1. In those same Advanced settings define a new calculated JavaScript custom field that will, for each issue, check if the summary begins with “Onboarding” or “Offboarding” and group all issues into three groups- Onboarding, Offboarding, and Non-boarding (you can name them as necessary).
    Use this code in your Advanced settings:
name = "Boarding group"
data_type = "string"
dimension = true
javascript_code = '''
let issueSummary = issue.fields.customfield_sumry;
let boardingGroup = "Non-boarding";

let start = issueSummary.substring(0, 11).toLowerCase().trim();

if (start === "onboarding") {
  boardingGroup = "Onboarding";
} else if (start === "offboarding") {
  boardingGroup = "Offboarding";
issue.fields.customfield_boarding = boardingGroup;

Save the Advanced settings, again, go to your import options and select this “Boarding group” (you can change the name in the formula as necessary) custom field to be imported as a dimension.

When this is imported, you can use the new dimension as a filter to filter the issues by their boarding group.

​Let me know if you have any additional questions on this!
​Best regards,