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How to create yearly report showing issue tactic by month?

Fernanda Grandizoli June 5, 2020 edited

Hi, 

Is there any way in Jira to create a report (table, graph, anything) showing issue tactic by month? 

Thanks! 

2 answers

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Chozo
Contributor
June 5, 2020

Hello @Fernanda Grandizoli
Maybe I didn't get your problem very well, but aren't you looking for anything like this plugin?

https://marketplace.atlassian.com/apps/1216988/timesheet-tracking-for-jira?hosting=cloud&tab=overview

Give me any feedback if this helps or not, I hope we will find the right resolution together.

Thanks,
Chozo

Chozo
Contributor
June 5, 2020
Fernanda Grandizoli June 5, 2020

Hi Chozo, 

Thank you so much for your reply! My preference would be for not adding a plug in, as of right now I don't have that authorization, but I will take a look at these links! 

I just wanted to know if there's a dashboard gadget or report that would show the number of issue tactics created by month, for example: 

January 2020

  • Email marketing = 50 
  • Landing page = 35
  • Hero banner = 60
  • Blog Posts = 20 

Something like this! 

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Answer accepted
John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 5, 2020

Hi Fernanda - Welcome to the Atlassian Community!

Can you give us a little more information of exactly what you would like to see? Maybe an example?

Do you want to see all of the statuses an issue was in during a particular month? Or what month a particular status is in?

Fernanda Grandizoli June 5, 2020

Hi John,

Thanks so much for your reply! I've just edited my question for better understanding, as I think "tactic" defines better than "status".

So the company that I work for created a field called "tactic" for each issue (examples: email marketing, landing page, hero banner, blog post, etc) and I needed to know the individual tactics by month for the year.

Do you know if it's possible to create something like that? 

Thank you so much! 

John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 7, 2020

The problem comes in that there is nothing in Jira that really captures the month by itself for an issue. So I have tried to solve this in the past by using two different methods. 

1. One is create a custom field called Month or Month Created. Something like that. Just a simple one line text field. 

Then I create an Automation For Jira rule that sets the value of the field when the issues is created. I typically set this for the current month and have a calendar reminder to update the rule at the end of the month. Or you could create a rule that checks the actual date created between 2020-06-01 and 2020-06-30 and set that to JUN, etc. That would still need to be changed each year, but doable.

Then you can create a dashboard with a Two Dimension Issue gadget where you use Tactic and Month as the X and Y axis. The problem is that you can't really order the month field by the real order because it is just a text field. 

2. The other option is to create a separate filter for each month where created >= 2020-06-01 and created <= 2020-06-30. Then have 12 gadgets on a dashboard showing the totals. 

There might be an add-on that accomplishes all of that but I am not aware of it. And you said you didn't want to use a paid add-on. :-)

Like • Fernanda Grandizoli likes this
Fernanda Grandizoli June 8, 2020

Hi John, 
Thank you very much for your reply, I like the idea of creating a filter for each month and then having a dashboard to show the totals and as of right now I think that's the best away to do it! Thanks again :) 

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