How to build a jira epic report with % completion based on issues?

[Philippe Vignol]

Hi everyone,

I’m new to Jira and trying to create a Jira epic report that shows progress based on the number of completed issues within each Epic.

For example, I have around 5 epics, and each epic is linked (via the Epic Link field) to multiple stories and bugs. I’d like to generate a progress report that displays % complete for every epic based on how many issues are done vs total.

I’m not sure if this can be done with standard Jira reports or dashboards, as I can’t find a clear built-in jira epic report that shows this view in a simple way.

Is there an out-of-the-box solution in Jira for this? And if not, I’m open to Marketplace apps that provide more advanced epic-level reporting and visual charts.

[Rahul_RVS]

Hi @Philippe Vignol 

The new Jira Summary does give Epic progress based on child issues. Not sure if it works for linked issues as well. If you are open to try out an alternate mktplace solution to view Epic progress based on child issues and cross project linked issues take a look at,

Issue Hierarchy

The app allows you to view your issues in a tree view along with the linked issues shown as child issue. Also you can filter your child issues as shown below.

In the hierarchy view you can view the % progress of your child issues as well. The app sums up the time spent / story points at each parent level. You can also view "%Completed" at each parent level based on status of child issues as per your requirement.

Do give it a try.

Disclaimer : I am one of the app team member

 

[Ivan Garcia _Appfire_]

Hi @Philippe Vignol - welcome to the Atlassian Community!

Tracking progress at the Epic level is a common challenge in Jira, especially when you need a clear percentage based on the underlying child issues.

Natively, Jira provides some visibility through the "Epic Roadmaps" or "Epic Burndown" charts, which can show progress based on issue counts or story points. If you are using Jira Software Cloud, the Roadmap view automatically displays a progress bar for each Epic that calculates completion based on the status of child issues (Stories, Tasks, etc.).

A good best practice to ensure this data is accurate is to verify that all child issues are correctly linked to the Epic and that your "Done" status category is properly mapped in your board settings, as Jira relies on these categories to determine what is actually finished.

However, if you are looking for more advanced or visual reporting beyond the standard roadmap bars, and you're up for trying an app, I'd suggest you give our app Dashboard Hub a try. It includes a dedicated Progress Tracker gadget that is specifically built to visualize Epic completion. You can configure it to show your progress as a percentage using clear visual aids like donut charts or list views, which makes it much easier to share a high-level status report with stakeholders without them needing to dig into individual backlogs. It’s a very effective way to get a quick, "at-a-glance" look at how close your Epics are to being fully resolved based on the real-time status of their child issues.

A few links you might find interesting:

Documentation: https://appfire.atlassian.net/wiki/spaces/DASH/pages/147131751/Progress+Tracker+gadget
Marketplace: https://marketplace.atlassian.com/apps/1223211/dashboard-hub-for-jira-reporting-charts-custom-charts
Support: https://apps.appf.re/support

Cheers,
Ivan from Dashboard Hub team

[Danut M _StonikByte_]

Hi @Philippe Vignol,

Welcome to the Atlassian Community!

You could try using the Two Dimensional Filter Statistics gadget of Jira. It can display the number of issues in every epic and status.

But unfortunately this gadget does not display % complete (percentages).

If you need more than this, then I would recommend searching for a plugin (app) on Atlassian Marketplace that is capable to display percentages. 

If you are willing to try a plugin, our Great Gadgets app offers a Pivot Table & Pivot Chat gadget that can display % complete for each epic based on number of tasks, or by sum of story points of the tasks.

It can display the data as a table, heatmap table, or chart.

For more details and how to do this by using our app, see this article: https://community.atlassian.com/forums/App-Central-articles/How-to-display-the-progress-of-Epics-or-Initiatives-in-Jira-or/ba-p/2858840

if you have any questions or need help, feel free to contact us at support@stonikbyte.com at any time.

Danut.

[Gerda Grantiņa eazyBI]

Hi @Philippe Vignol 
If you are willing to try an Atlassian Marketplace app, check out eazyBI for Jira Cloud. 

Use Epic Link in report rows, and add measures such as Issues created and Issues resolved to see the counts of issues included in the epics. You can also create a custom MDX formula to calculate the percentage of resolved issues:

CASE WHEN
-- avoid division by zero
[Measures].[Issues created] > 0
THEN
-- if no resolved issues, will use 0
CoalesceEmpty([Measures].[Issues resolved], 0)
/
[Measures].[Issues created]
END

Here you can see a demo example of a similar report, only it is using Story points measures available in eazyBI: https://eazybi.com/accounts/1000/cubes/Issues/reports/166439-story-points-progress-and-velocity-by-sprints-in-epic

If you have any questions regarding the reports, write to support@eazybi.com, and we will be happy to help!

Best,

Gerda // eazyBI support

[Arkadiusz Wroblewski]

Hello @Philippe Vignol 

Yes is possible with out of Box solution.

If you want a simple “% complete per Epic” view for multiple epics, the clean Cloud way will be (Take that as example)

Create a Number field: Epic % Complete (or Epic Progress %)

Automation rule (project-level or global):

Trigger: Scheduled (daily) or “Issue transitioned” (if you want it more real-time)

Lookup issues (this is the important part) with JQL like:

issuetype in (Story,Bug,Task) AND "Epic Link" = {{issue.key}}

(This runs when the rule is iterating epics, see next step.)

Branch: “For JQL / Lookup issues” is one way, but the easiest is:

Run the rule on Epics (scheduled JQL): issuetype = Epic AND project = XYZ

Inside that loop, do a Lookup issues for the children of that epic (JQL above)

Calculate Done vs Total

Total = {{lookupIssues.size}}

Done = count issues where statusCategory = Done

{{lookupIssues.statusCategory("Done").size}}

Write back to the Epic

Edit issue → set Epic % Complete to something like:

If total = 0 → 0

Else → (done / total) * 100

That gives you a real numeric % on the Epic, so you can show a filter of epics in a dashboard gadget/table and display the field.

eazy BI could do work too.