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Report by Category

Mariana Arruda May 11, 2018

I need a report by category, is very important for our business. 
Example: we need to know how many issues are open by categories, without define what category I am talking about, the columns of the report is the categories and subcategories and the content show us the numbers of issues of each one.

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1 vote
Jobin Kuruvilla [Adaptavist]
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May 11, 2018

What is Category? Are you talking about project category? Or a custom field? If it is custom field, what type is it?

Depending on what it is, you might be able to use the pie chart or a 2D filter statistic gadget.

Nic Brough -Adaptavist-
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May 11, 2018

Or status category?

Mariana Arruda May 11, 2018

Hello, thanks in advance. I am talking about Product Category.
I don't know how to use the things you mentioned (pie chart or 2D)...  Could please help me ?

Nic Brough -Adaptavist-
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May 11, 2018

That's not a native Jira field, so it's probably a custom field. 

You'll need to check what type of field it is (Log in as an admin, go to Admin -> Issues -> Custom fields, find it on the list, and the description will tell you)

Or, edit an issue with it, and look at the field, is it a drop-down or does it allow multiple entries?

Mariana Arruda May 11, 2018

Hello, Nic.

Sorry, I think I wasn't clear enough. 
I need something like the table bellow.

I have categories for each issue. 

quewe.PNG

I need a report, for example, that show me the number of issues of each category by status OPENED or CLOSED.

Nowadays we use another tool for service desk, and we use a lot this report to know wich part of our system has more issues. It is important for us to think about continuous improvement. 

The report of my dreams is like this one:

 

table.PNG

Nic Brough -Adaptavist-
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May 11, 2018

Ok, I'm still not sure what type of field "product categorisation" is, but I think I can get you something.

Run an issue search for the issues you are interested in (from your screenshots, a simple "project = SITE" might be enough, although I would be tempted to add "and resolution is not empty" to exclude the closed stuff)

Save that as a filter and give it a good name.

Go to your dashboard, and add a new gadget (you may need to create a new dashboard for your own use here)

On the dashboard, add a new gadget, selecting the "two dimensional" one.  It will ask you for a filter (use the saved one), and for axes fields.  For X, use "status", for Y, use your "product categorisation" field.

If your setup is as I think it is, you will get most of what you need from that.

Mariana Arruda May 14, 2018

Thanks a lot! It was exactly what I am looking for. 

Very gratefull.

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