MTD & YTD Reports using Jira Native Dashboards

[Utsav Kothari]

Hi,

We want to have an assignee-wise Month-to-Date & Year-to-Date report in Jira for the count of tasks they have in different statuses. What are the filter queries that can be created to get a separate output for each of these reports. I can then create a dashboard using these queries to get the result in a single page.

I assume the two-dimensional filter statistics will work for this, but I'm unable to create a query that gives the desired MTD & YTD outputs.

PS - We want to use the Jira native reporting & dashboard option and are not open to marketplace options.

[Gabriela · Accepted solution]

Hi @Utsav Kothari, Germán's two filters are right for the MTD/YTD scope, but the assignee-by-status breakdown you're after doesn't come from the JQL. Point the Two Dimensional Filter Statistics gadget at that saved filter, then set Y Axis to Assignee and X Axis to Status. The axes do the grouping; the filter only scopes the date window. That gives you an assignee-rows by status-columns count matrix natively, with no extra query juggling. Both Assignee and Status are supported axis fields, so it works on Standard out of the box.

[Germán Morales _ Hiera · Accepted solution]

@Utsav Kothari , use the Two Dimensional Filter Statistics gadget, it's native and does exactly this, X-axis Assignee, Y-axis Status, fed by a saved filter. You need two saved filters, one MTD and one YTD, each behind its own instance of that gadget on the same dashboard.

• MTD: project = YOURPROJECT AND created >= startOfMonth()
• YTD: project = YOURPROJECT AND created >= startOfYear()

Swap created for updated or resolved depending on what MTD and YTD are meant to measure for you, first touched this period and resolved this period give very different counts. The gadget itself just tabulates whatever the filter returns, it doesn't do the date math on its own.

[Utsav Kothari]

thanks for the queries @Germán Morales _ Hiera ,these work perfectly.

[Marc -Devoteam-]

HI @Utsav Kothari 

Ootb Jira gadget can't present filter results sorted by date.

You could try to use Rovo Studio and built an app to achieve this, otherwise you will be in need of 3rd party marketplace options.