How to Create a Weekly Update Digest/Dashboard in Jira?

[jason_roberts]

I am migrating my team's project work into Jira Initiatives & Epics. The team are currently updating their work in Jira as well as summarizing those same updates weekly into a shared document for leadership consumption. This is very inefficient. I need a method to regularly retrieve and present the following data elements from Jira and present in a Dashboard or a send a digest email to designated recipients:

• Issue Key for a given filtered list of Initiatives, Epics, Stories or Work Items
• Description
• Assignee
• Priority
• Work log - only the most recent from the past 1-14 days
• Comments - only the most recent from the past 1-14 days

I tried building a Filter and an Activity Stream Gadget, but neither of those were able to accomplish this. Are there other tools / solutions I should try?

[Danut M [StonikByte]]

Hi @jason_roberts,

Welcome to the Atlassian Community.

Jira’s native dashboard gadgets are not able to provide this level of detail. You could try the Filter Results gadget to display a list of issues updated in the last 14 days, including fields such as Key, Summary, Description, Assignee, and Priority. However, you won’t be able to display worklogs or comments, and the data cannot be grouped by epic or initiative.

If you’re open to using a plugin from the Atlassian Marketplace, I would recommend trying the Worklog Reports & Timesheets gadget offered by our Great Gadgets app.

This gadget allows you to create all kind of statistics based on work logs from a specified time period (such as past 1-14 days), it can group data by epics or initiatives and can display worklogs. It works like pivot tables from Excel, allowing you to create complex stats, heatmaps or charts of various types. 

Here is an example for your user case, with a detailed view:

However, this gadget will not display the comments, only the worklogs.

You can also use it for more aggregated stats based on work-logs from past time intervals, like in these examples:

The app offers many other useful gadgets that can be useful for creating a weekly digest dashboard.

Hope this helps. if you have questions or need help with the configuration of our gadgets, feel free to contact us at support@stonikbyte.com.

Danut

[Mariia_Domska_SaaSJet]

Hi, @jason_roberts 

If you are interested in trying a third-party app, I recommend giving AI Apps Builder a try. My team works on this app.

AI Apps Builder is an AI tool for Jira Cloud. It lets you create a custom dashboard just by entering a simple prompt. You’ll get 100 free credits to start, which is enough to experiment and build a few Jira apps.

Here you can see how AI Apps Builder works:

Instantly Generate Team Performance Reports with AI Tools 📊 - Watch Video

I hope that AI Apps Builder can meet your expectations. 

If you give it a try, please let us know what you like best and if there’s anything you think is missing.

[Marc -Devoteam-]

Hi @jason_roberts 

This is not really an option in Jira, as Jira shows the live state of the information, not based on historic storage.

You could look at apps that extend dashboard reporting options.

Or If you need this kind of mandatory reporting, you should look to export the information on a scheduled basis and store the information and use a BI tool to be able to use this information for historical reporting.