Tech Leaders: What standard and custom reports do you use in Jira to manage your team and staff?

[Pratik Acharya]

I manage team of 20+ engineers, and face huge challenge in managing my team and their work accurately. I have used JIRA for 8 years, but I always struggle with creating custom reports for things like how are different teams delivering, what is the performance of particular individual in a team, how long is it taking our team to deliver on projects, our deadline meeting %, etc.

I know many of you manage way larger teams, and would have built your reporting structures.

I would love to know what sort of reports you use, how you have built your own dashboard (if any) and what kind of custom report has been really valuable for you.

[Rustem Shiriiazdanov _Actonic_]

Hi @Pratik Acharya ,

Managing Team of about 15 ppl I use Jira per-project Timelines to track the overall progress on projects against deadlines (we have pretty mature culture of establishing the deadlines and estimates).

And that is pretty much it from the standard reports. Long time about we developed an application for ourselves to create custom reports (and later even published it on the marketplace Report Builder), so the rest of things we do in our own application. Examples of reports I am using are below. I understand they may not be suitable for you as we effectively do most of them in the app made for ourselves, but I hope I may provide some value to you showing what are reports themselves, and what visuals do I use. 

Timesheets reports

I use it to manage who and what is doing during the month typically. The timesheet (filtered only for me) itself is below

Except the high-level view required for me as a Teamleader of the entire team, I also oversee a certain project in details as a project manager, and for that i change the view like below

I use similar report to track vacations, sick leaves etc as we log them in jira too:

To roughly estimate new projects we use pretty brutal, but effective custom report we also created ourselves. It takes Jira data (estimates, average time logged into work tickets etc), some parameters we enter (names of tea members, management overhead % etc) and calculates how much time most probably it will take to do something. Below is, again the real report with real data:

To oversee on a bigger scale i use the jira dashboard with custom reports on Created vs Resolved and how much time things take across multiple projects. Below is DEMO example only, but the real one looks almost the same way:

The same is for risks assessments for our monthly risks review

We do also actively use Whiteboards To draw Team structures, high-level roadmaps, links between major projects etc. 

We do not use GOALS from Jira yet, and we did not try using new Atlassian Home Dashboards though.

Regards,

Rustem