Creating Progress Reports in Jira

[Crystal Rouse]

We have a Jira Software Project and also utilize Dashboards and Confluence Reports.

I've been asked to find out if I can create progress reports that show percentage of work completed?  For example, using Story Points, Start and End Date, and other data calculate that XYZ% is done for a particular story or epic or task.

I'm interested in figuring out if there is a way to write a custom field and script or if there is an add-on that would help us with this.

[Danut M _StonikByte_]

Hi @Crystal Rouse,

If you plan to try an add-on, have a look over our Great Gadgets app. It offers many useful dashboard gadgets for progress tracking. In addition, if you install the app in Jira Data Center, its gadgets can be imported and used as macros in Confluence!

Specifically for your use-case, I recommend these gadgets:

•  Pivot Table & Pivot Chart gadget - allows displaying the progress in form of tables, heat-map tables or charts of various type 

• Release Burndown Burnup Chart gadget - displays project, cross-project or epic burndown chart.
• Advanced Issue Filter Formula gadget - can calculate key numbers like % work completion by combining data from multiple filters in math formulas

See more details in these articles:

• https://community.atlassian.com/t5/App-Central-articles/How-to-display-the-progress-of-Epics-or-Initiatives-in-Jira-or/ba-p/2858840
• https://community.atlassian.com/t5/App-Central-articles/How-to-track-scaled-agile-SAFe-projects-in-Jira-with-Great/ba-p/1929694

In case you have questions or need any help with the setup, feel free to contact us at support@stonikbyte.com.

Danut   

[Crystal Rouse]

Thank You, I thought this app was only for Cloud but I see now you have a Data Center Version.  

[Madhu_RVS]

Hi @Crystal Rouse 

If you are open to try out a mktplace app for this requirement, do take a look at

Issue Hierarchy 

The app allows you to create a hierarchy based on standard jira structure (Epic -> Story/Task -> Subtask) or even with your issue links. You can view %complete progress at each parent level. The app has multiple features as below :

- Sum up values to see overall progress for your Issue Hierarchy

- View the full hierarchy of linked issues, Portfolio/Advanced Roadmaps, Epics, and Subtasks

- Apply filters to put the focus on the relevant data only

- Excel like editing for all the values right on the report and see real time progress updates

- Export to a CSV file

- Embedded Epic Hierarchy on Issue Screen

- Dashboard Gadgets

- Gantt / Timeline Views

(Disclaimer: I work for RVS, the vendor for this app)

[Eduardo Anflor - MindPro]

Hi, @Crystal Rouse 

You can find some progress gadgets in Jira Dashboards natively. For example, you can use a two-dimensional gadget to report progress per project. This could help if you are looking for something simple and OOTB. However, there are not many options to report progress using releases, sprints, epics, and story points.

If you are open to a marketplace solution, I recommend Mindpro Insights (I work as a product leader at Mindpro). The app allows you to create dashboards with different gadgets to report progress (story points, sprints, epics, releases, created x done, etc.) there are also custom gadgets you can configure to obtain the information you are looking for.

The dashboards are also interactive, since you can drill down the entire dashboard by clicking on a chart segment. You can share this information in different ways the desired audiences. Custom gadgets are also available in Jira standard dashboards.

The app is simple to use and do not require Jira advanced knowledge, so I believe this can fit to your needs.

I hope this helps.

Regards,

Eduardo

[Atlass Monster]

@Crystal Rouse  Hi lady.

Your options:

1. Try to the build in gadgets and reports, alto they are not very powerful: https://confluence.atlassian.com/jirasoftwareserver/reporting-939938675.html

2. Export the data manually and analyse it.

3. Use third party add-ons. I recommend you ignore some of the naggers that will reply to you in 3...2...1... and do your own research and comparison. There are good gems out there that cost less and do more, just try them all. Some of them come with free trial.

[Dmitry Astapkovich _Colined_]

As a vendor myself I can say for sure that all apps are coming with a free trial =)

[Atlass Monster]

You are right, thanks for clarifying that.