Struggling with Jira reports - need better monthly visibility for leadership
9 answers
Hi, @Lira Martynenko !
You can take a look at some gadgets for Jira dashboards. For example:
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Pie Chart gadget. It can allow you to see the distribution of tasks by status, assignee, priority, etc.
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Sprint Health gadget. Using it, you can get a simple snapshot of sprint progress.
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Activities gadget by Issue History for Jira app (SaaSJet). It enables seeing what actually changed (status updates, comments, field changes), when, and by whom.
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Dynamic Status Chart Gadget by Issue History for Jira. It can help to understand how work moves through statuses over time. It is especially useful for monthly reports and trend tracking.
Also, if you need to have tips on which gadget to use for which case and how to configure them, you can read this article: Top 5 Gadgets for Jira Cloud to Improve Visibility, Tracking, and Team Performance
Hey Lira!
You're running into a very common limitation - Jira's built-in reports are designed for single-board, sprint-level views and don't offer monthly grouping, target lines, multi-project aggregation, or the kind of executive-ready visuals that leadership typically needs.
The good news is that Agile Reports and Gadgets cover everything you described, and each chart can be used as a Jira Dashboard gadget.
Velocity trend by month with targets - The Cross-team velocity chart lets you aggregate data from multiple boards into one view and group it by month or quarter. You can add horizontal target lines (absolute or relative) so leadership can instantly see actual delivery vs. the goal.
Burnup with a goal line - The Burnup chart plots completed work against total scope over time, with milestone target lines for release dates or deadlines. It answers "are we keeping pace?" at a glance.
Cumulative flow - The Cumulative Flow Diagram visualizes work across all statuses, surfacing bottlenecks and showing whether incoming work outpaces delivery.
Workload by team member - the charts support breakdowns by Assignee, so you can see how work is distributed across individuals directly on the chart.
Useful links:
Interactive examples (clickable demos showing exactly how the charts work):
If you'd like help setting up a specific dashboard layout or have questions about configuring any of these charts, feel free to reach out - happy to help!
Hi @Lira Martynenko,
You can certainly try some native Jira gadgets, such as Issue Statistics, Filter Results, or Two-Dimensional Filter Statistics, to display basic information. However, Jira does not include out-of-the-box gadgets like a Velocity Chart or Cumulative Flow Diagram.
To create a truly effective dashboard for your executives, you will need a plugin from the Atlassian Marketplace.
If you’d like to try a plugin, it would be worth trying our Great Gadgets app as well; it offers everything you need to build such a dashboard.
Here is some examples, focused on the requirements you mentioned...
velocity trend over time - this can be achieved by using the Team Velocity gadget. if you don't use sprint, you can use Kanban Velocity / Throughput gadget instead. Offers also metrics like Scope Change or % Completion and displays the velocity trend
burnup with a goal line - this can be achieved by using the Release Burndown Burnup Chart gadget. Works by issue count, story points or any other estimation field. Lets you set a fix goal and display milestones.
cumulative flow - can be easily displayed by using the Cumulative Flow Diagram Chart gadget - very flexible
maybe a workload overview per team member - can be easily displayed by using the Pivot Table & Pivot Chart gadget, which is very flexible and powerful, can split data by multiple fields and calculate by count, sum of field, percentages etc just like Pivot Tables in Excel.
This app offers a big variety of other charts and it covers many metrics. Just have a look over these articles to make an idea:
Hope this helps.
Danut.
Welcome to the community !!
If you would be interested in a mktplace app for this requirement, pls do take a look at
Agile Velocity & Sprint Status Gadgets
The app comes with few dashboard gadgets to track team member's / team's velocity / productivity based on story points / time spent / issue count in a sprint and also track sprint status with multiple parameters.
Disclaimer : I am part of the team which developed this app
Jira’s built‑in reporting is great for basic Scrum metrics, but once you want executive‑friendly, cross‑project, goal‑oriented dashboards (monthly targets, trend lines, combined team views), you quickly hit its limits.
Jira comes with:
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Velocity chart — shows story points completed per sprint, not per month.
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Burndown / Burnup — tied to a single board/sprint.
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Cumulative flow diagram (CFD) — useful for flow but limited customization.
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Dashboard gadgets — share views in a single place.
But as you’ve discovered:
✔ You can’t easily group by month
✔ You can’t add custom target lines
✔ You can’t combine multiple projects/boards into one chart
✔ You can’t tailor visuals for non‑technical execs
So the answer is: Yes — you’ll need addons or external reporting tools for the kind of advanced, visual reporting you describe.
You mentioned:
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Monthly progress vs. plan
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Velocity trends over time
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Cross‑project rollups
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Clear executive charts (goal lines, targets, cumulative curves)
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Workload per team member
Planyway for Jira plugin stands for reporting your progress through the timeline visualization to stakeholders. It's a different approach from classical dashboards in Jira but IMHO it covers most of your needs and can be used in combination with sprint metrics available in Jira by default.
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Cross-project timeline view in one sharable dashboard.
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Workload view showing capacity vs. planned effort per team member.
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Planned vs tracked report to see the difference between expectations and reality.
There are also other apps to explore:
If you want executive dashboards with targets and trends, look at:
🔹 eazyBI
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Full BI reporting inside Jira
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Custom charts: burnup, trend lines, monthly groupings
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Combine data from multiple projects
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Export to PDF/Excel for exec reports
Great if you want velocity trend + target line.
🔹 Rich Filters + Dashboards
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More flexible gadgets
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Interactive filters on dashboards
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Combine multiple projects
Better than native but less powerful than eazyBI.
🔹 Custom Charts for Jira
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Very friendly UI
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Pie, bar, line charts with goal lines
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Group by month easily
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Works across projects
First of all, welcome to the Community.
You’ve hit on a major challenge. Native Jira reports often feel like they’re designed for Scrum Masters rather than the leadership team.
To get the executive-level visibility you need, I highly recommend Timepiece - Time in Status for Jira. It’s built to provide "Process Intelligence" that bridges the gap between raw data and leadership-ready insights:
Here are some features Timepiece offers:
Multi-Project Dashboards: Timepiece gadgets use JQL, meaning you can pull data from projects into a single "pane of glass" dashboard for leadership.
Fact-Based Trends: Move beyond manual worklogs. Automatically track Cycle Time (engineering efficiency) and Lead Time (customer wait time) to show true delivery trends.
True Working Time: Use Custom Calendars to exclude weekends, holidays, and non-working hours. This ensures the trends you show leadership are 100% accurate.
Financial Impact: Use the Blocked Time metric to assign a dollar value to delays (Total Blocked Hours x Team Burn Rate). This is a language that non-technical stakeholders understand immediately.
Workload Visibility: Identify resource bottlenecks with Assignee & Group Tracking to see exactly which team or person is holding a ticket and for how long.
Visualization: Instead of just showing what's "Done," you can use Stacked Bar Charts and Pie Charts to visualize where time is actually being spent. It turns a boring status update into a clear story of "here is our effort distribution."
In a nutshell, Timepiece turns complex data into insights for stakeholders to digest at a glance. Here is an Atlassian Community article about Timepiece that summarize its features and how it helps thousands of teams. Also, you can visit its Atlassian Marketplace page to learn more. Hope this helps and feel free to ask any follow-up questions if you have.
Disclosure: I am part of the OBSS team, the creators of Timepiece.
Best,
Birkan
Hi, @Lira Martynenko 👋, and welcome!
You’re not alone. Many people find executive-friendly, cross-project reporting to be a common challenge in Jira. The built-in reports like velocity and burndown, are helpful, but they don’t offer much flexibility.
I would like to invite you to try AI Apps Builder, a Jira app my team is working on.
With AI Apps Builder, you can create custom Jira dashboards, gadgets, and reports simply by describing what you want in plain English. No coding is needed.
Your request is already a great prompt. You can write something like this:
“Create a monthly dashboard showing delivered story points vs planned target across multiple projects. Add a goal line, velocity trend over time, cumulative flow, and workload overview per team member.”
AI Apps Builder can generate a report/dashboard like this, and you can refine it iteratively.
Here’s an example I built myself: a Workload Usage Report.
Just before I saw your question, I created a report for my own needs: a Workload Usage Report, and I would like to share my results with you.
Prompt I used:
Create a workload usage report that displays total hours logged per user within a selected date range. Add multi-select filters for project and assignee. Show only users who logged time during the selected period. When clicking a user, display a table with issue key, issue summary, and hours logged. Verify all API patterns with documentation tools before implementing.
The result I got:
More examples
I also wrote an article with examples of building custom reporting dashboards with AI Apps Builder. You can check it out here: https://community.atlassian.com/forums/App-Central-articles/Tired-of-Manual-Reports-Let-AI-Create-Custom-Jira-Dashboards/ba-p/3143686
I hope it helps you create what you really need.
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