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Report/Dashboard for Percent Complete by Epic

Janet Ziems

My team is using a Kanban board to track WIP. Our tasks are organized into Epics, and I'd like to have a report or a dashboard that shows the percentage of completed tasks for each Epic. It seems like this should be easy to do, but I haven't found a way to do it. I appreciate any recommendations you can make!

Accepted answers

Trudy P Claspill

Hello @Janet Ziems

Welcome to the community.

There is no native way in Jira to show the percent done for an epic in a dashboard. It can be done with apps, or there were the suggestions I put in my response in another thread. See

https://community.atlassian.com/t5/Jira-Software-questions/How-to-show-on-dashboard-the-completion-progress-of-an-epic/qaq-p/1882884

You can find other posts on the topic by searching the internet for "jira cloud report percent done for epic"

All comments

Trudy P Claspill

Hello @Janet Ziems

Welcome to the community.

There is no native way in Jira to show the percent done for an epic in a dashboard. It can be done with apps, or there were the suggestions I put in my response in another thread. See

https://community.atlassian.com/t5/Jira-Software-questions/How-to-show-on-dashboard-the-completion-progress-of-an-epic/qaq-p/1882884

You can find other posts on the topic by searching the internet for "jira cloud report percent done for epic"

Rahul_RVS

Hi @Janet Ziems

Welcome to the community !!

If you would be interested in a mktplace app for a ready made solution, you can try out

Issue Hierarchy Reports

And generate insights such as:

- % complete based on time spent and story points at each hierarchy level

- Sum up Time Spent, Org Estimate, Time Rmng, custom number
fields

- View the full Jira Issue Type hierarchy of Linked issues,
Portfolio/Advanced Roadmaps, Epics, and Subtasks up to 10 levels.

- Export your reports to a CSV file

Epic Hierarchy.PNG

Raimundas Juska

Hi there,

As others have stated there is no way to do this in Jira without additional apps. However, I would like to add another app to the list that could help you to achieve exactly that you need, that is made by my company - Status & Progress Report Gadget for Jira

Karyna Tyrnavska _SaaSJet

Hi, @Janet Ziems ! Another solution, you can check if you're comfortable with Marketplace plugins, is Business Process Manager. My team has created it to get a structured to-do list and a one-page report to check your team's performance.

Here is an example:

Let me know if it helps.

vijay parpyani_0j6eky

Alternatively, one can write a python script to extract the data and manipulate it to generate the report of your choice. I can generate a report that pretty much does the same thing.

Whitney Begg

Would you be willing to share Python? Im trying to solve this without addl apps. Thank you!!

Amir Katz (Jira Admin)

You add a complexity of running an app outside of Jira which generates a report, and what? Generates a file? Prints a report to stdout?

It also means that any Jira user needing this functionality will have to install the application on their computer and provide their Jira credentials so the app can read Jira data.

Clearly this is not a scalable solution.

A better solution, IMO, would be to add a new custom field to the epic that will hold the percentage. The app calculates the data and updates this epic field. Then the field can be used in filters, dashboards, etc.

The app source should reside in GitLab/GitHub and and it would be run periodically by a CI tool (GitLab pipeline, GitHub actions, or AWS lambda, or similar).

Then users don't have to install or run anything.

Vijay.Parpyani

You are right Sir , this approach is not scalable, and I don't recall ever claiming that I was building this for the masses. I never made such a statement.

The script I built works quite well for non-admin users (including myself). While I did add an application layer and some overhead to pull the data, I also streamlined the process by bypassing the bureaucratic protocols in my organization. These protocols often make adding a new field difficult or inadvisable due to various constraints and circumstances.

Given the trade-offs, I believe my solution still addresses the need I had effectively. It cost me almost nothing and performs the intended job fantastically.

I truly appreciate you bringing in the perspective of scalability for the masses. Thank you.

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