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Need to remove 1 status 'Cancelled' from Epic reports counts including its tasks

Nidhi Monga

I have an Epic Report where I get to see count of all the SP delivered but I want the count of SP without considering the Status-'Cancelled' for stories and their linked tasks.

I have to manually count the cancelled tasks and remove that.

Other thing is some tasks under 'cancelled' stories are 'done'. I don't want to add their SP as well. So, I manually calculated the SP of 'done' tasks under 'cancelled' stories and subtracted that from the total delivered SP and got the actual delivered number.

Is there any option to filter out cancelled task with their linked subtasks?

Accepted answers

Trudy P Claspill

Hello @Nidhi Monga

Welcome to the community.

Is your Epic Report a custom report that you created or a built in report provided by Jira? Can you provide more information about how you are accessing/generating that report?

All comments

Trudy P Claspill

Hello @Nidhi Monga

Welcome to the community.

Is your Epic Report a custom report that you created or a built in report provided by Jira? Can you provide more information about how you are accessing/generating that report?

Nidhi Monga

I am accessing the Report->Epic Report. The board is a custom one and created by an Ex team member.

Also, while changing the board settings, I was able to remove the Cancelled tasks and stories but the issue still exists that how to remove the done tasks from cancelled stories.

Any way out to calculate the total SP of all the tasks in a particular story?

Trudy P Claspill

Hello @Nidhi Monga

The Epic Report will report based on the issues included in the board. If you want to exclude some data from that report, you would have to exclude those issues by modifying the board's filter to exclude them.

When you say "tasks in a particular story" do you mean you have sub-tasks defined for the story, and have assigned Story Points to Sub-tasks? Story Points are not assigned to sub-task types of issues natively in Jira, and Jira does not natively roll up Story Points from sub-tasks to their parent Story.

To better understand what you are doing can you share an image of a "story" that includes "tasks", showing the links sections that shows the tasks are related to the story? Blur or black out any sensitive data.

Can you also provide any screen images that show the story points for a story that includes tasks and screen images for the tasks showing their story points, so we can observe the roll up and recording of task story points to stories?

Nidhi Monga

Hi @Trudy P Claspill

I am not mentioning the Sub tasks here.

Consider the below image as an example where I have a view of my Epic report, in this 1225 is a 'done' task where we utilized '2SP'. epic report.jpg

However, this task was linked to a story which later got cancelled based on the changing client requirements.

Now as the status of my task was done, so those done SP are getting included in the report. By doing settings in board, indeed I am able to exclude the status 'Cancelled' but not the 'done' tasks which are linked to that cancelled story.

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