How do I create a shareable, automated, 2-week look ahead report?

[Lindsay Cloudy]

I am trying to create a 2 week look ahead report that has specific stories and tasks shown, I also need this shareable with ither users. What is the best way to create this? Would Structure be a good route and if so, how do I set it up?

[Danut M _StonikByte_]

Hi @Lindsay Cloudy,

My advice is to create this report as a dashboard in Jira and then share it with the users. the Alternatively, you could create the report as a page in Confluence.     

Not sure what exactly do you want to cover in your report (report for Scrum, Kanban, Safe, ITSM?? projects), but on these articles on our blog you can find some examples of gadgets and reports created with a combination of Jira native gadgets and the gadgets offered by our Great Gadgets plugin:

• How to track multi-team or scaled-agile projects (such as SAFe®) in Jira with Great Gadgets app 
• An effective dashboard for Service Desk and Customer Support teams in Jira Service Management 
• 10 “must-have” gadgets for any Kanban dashboard in Jira 
• 7 gadgets for a powerful Scrum dashboard in Jira     

This is an example:

I hope this helps. 

Thank you,

Danut M.

[Lindsay Cloudy]

Thank you kindly.  I am looking into the links you provided.  Appreciate you taking the time to respond.

[Bill Sheboy]

Hi @Lindsay Cloudy -- Welcome to the Atlassian Community!

Here are some follow-up questions to help narrow down on solution approaches:

• What problem is your audience solving by having this report?
• What do you mean by "2-week look ahead report"?  For example, would this be a list of issues which have some due / want date in the next 2 weeks?
• Are the audience of this report Jira users?

Guessing some of your answers to those...

1. You could create a saved filter with JQL criteria to find the issues, and let people subscribe to it who are are Jira users
2. You could create a dashboard and send a link out to people who are Jira users
3. You could create an automation rule, build a simple report, and send it on a schedule to anyone, Jira user or not
4. You could investigate Atlassian Marketplace addons with better reporting than the built-in features

Kind regards,
Bill

[Lindsay Cloudy]

Thank you for the response.  Everyone in the audience is a Jira user.  They would like to see a story level issue with the "depends on" tasks that are due two weeks out.  It would be nice for the report to either publish on a specific date and/or be able to refresh/update information in an instance.

I had used dashboards, but I don't think I am able to have the issues listed in hierarchy/waterfall...I thought that I might be able to via setting up something in structure, but am unfamiliar with how to do this properly.

Am I providing enough information?  Thank you so much in advance.

[Bill Sheboy]

Thanks for that information. 

Please note, I am just another Jira user, and do not work for any marketplace vendor.  Onward...

Unfortunately there is no built-in hierarchical issue gadget for dashboards.  I believe the addon described by Danut M in the other answer does have a gadget like that. 

It would be possible to invert what you ask, by creating / saving a filter on any issues with due dates within your window.  People could then subscribe to it for email updates and / or you could use a dashboard with the Filter Results gadget to show the issues, their due date, and any linked issues.  For example:

project = myProjectName AND due <= startOfDay("+14d") AND issuelinkType = "Blocks" AND statusCategory != Done

Please adjust the date range and link type as needed. 

To learn more about advanced JQL queries, please look here: https://support.atlassian.com/jira-software-cloud/docs/use-advanced-search-with-jira-query-language-jql/