How to Create a Report in Jira
For project managers using Jira, Reports are one of the most powerful tools available. Using in-depth visual aids, reports offer deep insight into the health and progress of the whole project. When you need the right intel to analyze, manage, and track the progress of your operations—Jira reports are your go-to way to understand projects based on how your team works, whether it’s scrum, kanban, or even agile.
Jira reports offer several customization templates so you can always have the right insight ready at your fingertips. Need charts to aid internal communication? Select from a variety of visual-based report types. Need a real-time glimpse into team or individual performance? Check out a bird’s-eye view dashboard of every task churning through your organization. Here, we’ll walk you through the basic steps for creating your own reports in Jira, and showcase some of the charts and diagrams that you can add to your project management toolset.
4 Quick Steps to Creating a Status Report in Jira
Let’s get started with the basics. There are a few different templates provided with Jira, but here’s how you can get started on your first status report.
- In the Reports section in your sidebar, click on ‘create from the template.’
- From this section, select the Jira report and click next.
- Select a status report and click next.
- Add the required information and click on create.
Voila! You’ve created your first status report in Jira.
Now, let’s create a custom report in Jira
- In the service report, move to the report section.
- In the Project panel, select ‘New Report.’
- Choose a report name.
- Now for adding a series, click on ‘Add Series.’
- Select the series from the series menu.
- Add the name of the series that explains what you’re measuring.
- Choose a color that will appear on the graph for series data.
- Through issue type, status and component series can be filtered.
- Choose different items to filter the fields.
- Now press the advanced button and add any other information that your report needs to filter.
- Select the query language.
- Enter basic and move to the basic menu.
- Select add.
- Now compare and add more series.
- Click on create.
That’s it! You’ve created your first custom report in Jira.
What are the most popular types of reports in Jira?
In Jira the reports are mainly categorized into four areas:
- Issue Analysis
- Forecast & Management
Let’s dive into the different types of reports available for your project type.
Reports based on team management of agile projects
Burn up chart
This chart displays a visual scope of what your team has completed. It’s a champ at illustrating the pace of your team—it shows what work your team has accomplished compared to what still needs to be done.
You can also use a velocity chart when tracking sprints. . This chart shows how much work your team completes in each sprint so you can monitor productivity over time.
Scrum project reports for scrum teams
Burn down chart
Compared to a burn up chart, a burn down chart is a countdown clock. It shows how much work is left on the docket, and estimates how long your team will need to complete it.
Burn up chart
You can also use a burn up chart for scrum teams to show what work is left between iterations. It helps identify potential delays so you can make sure your projects always stay on track.
This handy chart provides a clear visual of your team’s performance across completed sprints. You can see what work they aced, and what work had to be moved to the back burner. You can also use this report as a mid-sprint progress check to decide if workloads need reassigning.
A control chart applies to projects, versions, or sprints and illustrates the cycle time of each. It shows how current behavior compares to historical data, highlighting any outliers that can lead to issues like time delays.
Cumulative flow diagram
This chart stacks each column of your kanban onto a single chart. You can quickly see what items are active in each column to find out how many items are in progress, flagged for review, or marked as complete on a given day.
This chart illustrates the progress of each epic and provides valuable insight into how you can effectively manage the workload across various sprints.
Epic burn down
This chart is similar to an epic report but is better optimized for scrum teams. It estimates the number of sprints you might need for completing each epic.
Release burn down
Need to see how well you’re progressing towards final release? A release burn down chart helps you visualize the estimated workload of each sprint needed to meet your release date. You can compare this to your ideal output to see how realistic a workload is for your team to manage.
A version report helps in tracking the release date of the new version of a project.
Top reports for managing Kanban projects
A control chart is applied to projects, versions, and sprints. It represents the cycle time for each.
Cumulative flow diagram
The cumulative flow diagram applies to any period. Presenting the issue status from time to time.
Average Age Report
How long does it take your team to resolve pending issues? Use the average age report to find out how much time has passed for unresolved issues.
Created vs. Resolved Issues Report
Created vs. resolved issues shows how many issues are resolved versus how many new ones were created over a specific time period.
Pie Chart Report
Pull information from a specific project into an easy-to-read pie chart. See projects completed vs. incomplete tasks, whether your marketing team is behind on budgeting tasks or email campaign creation—pie charts are ultra-flexible and can measure nearly anything in your project.
Recently Created Issues Report
It provides a report on the most recently created issues in the project. See how many of them are resolved and how many remain on the docket..
Resolution Time Report
Resolution time shows the overall time required to resolve an issue in a project or filter.
Recently Created Issues Report
It provides a report on the recent issues created in the project.
Time since Issues Report
This report provides detail on the number of issues that have been created or resolved on a specific date or other time period..
Time Tracking Report
See how long discrete tasks take your team to complete, and how much time was spent on each given day.
Single level group by report
Group projects together by a specific field, and view results based on those parameters.
User workload reports
Version time tracking report
The version time tracking report shows progress of the given version based on issues and the time required.
Version workload report
Need a window into the productivity of a single team member? A version workload report can show how many tasks they’ve completed so far, and how many are left to go.
Workload pie chart report
Highlights an assignee’s relative workload.
With Jira reports, you can reach your organization’s biggest goals with confidence
Every project manager has heard the old saying, “if you can’t measure it, you can’t manage it.” Jira reports are the key ingredient for managing the workload and productivity of your team. With these 25 powerful reports, you’ll have full visibility into the inner workings of your operations so you can meet time, resource, and budget goals with confidence.
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Categorized in: Jira, Reports