Question: "How can I create a custom report in Jira to track the team's workload?"

[Amit Singh]

I recently tried to create custom dashboards in Jira, but I’m having trouble figuring out which plugin or custom filter would work best. Could anyone suggest the best approach I should use?

[John Funk]

Hi Amit - Welcome to the Atlassian Community!

Let's start with what exactly do you want to see? What do you mean by employee workload?

[Arkadiusz Wroblewski]

Hello and welcome to the Community @Amit Singh 

I’d start here with a saved JQL filter + dashboard gadgets first.

If you want to track team workload, Jira already has built-in dashboard/report options such as the Workload Pie Chart, which can show workload by assignee based on a project or filter. Just note that this depends on time tracking being enabled.

So the usual approach is:

- build a JQL filter for the team/issues you want to track

- use that filter in a dashboard gadget or workload report

if the built-in charts are too limited, then look at apps like eazyBI or similar reporting apps for more advanced/custom reporting.

Look what fits and ask if you have any questions.

[Amit Singh]

To create a custom report in Jira that effectively tracks your team’s workload, I recommend leveraging a combination of advanced JQL queries and dashboard gadgets for a tailored solution. First, define precise JQL filters based on your team’s assignments, statuses, and workloads (e.g., using fields like assignee, issue type, and remaining estimate). Once you have these filters, create a custom dashboard and incorporate gadgets like the Filter Results, Workload Pie Chart, and eazyBI Reports (if advanced analytics are needed). Additionally, consider using plugins like eazyBI or Rich Filters, which allow for deeper customization, complex calculations, and dynamic visualizations. By combining these tools, you will gain a comprehensive, data-driven overview of your team’s workload, facilitating better resource allocation and decision-making.