Please would you mind advising if there is a way to generate automatic weekly reports showing an individuals outstanding items for each task? Thank you in advance.
Hi @Natalie Keane
You can definitely get this done in a few ways:
Save it and set up a subscription to email it weekly.A subscription is just Jira’s way of automatically emailing the results of a saved filter on a schedule you choose (daily, weekly, etc.). Each user can subscribe to their own filter, or you can manage it for them if you’re an admin.
Hope this helps!
You can accomplish this with a Filter Subscription.
Create a filter the pulls back the items you want to send your report out for. As an example, assignee=curretUser() and Resultion is empty.
Once created, Go to the filter detail, Select subscriptions
Create a subscription and schedule it to run at whatever frequency you prefer
When it runs, the subscribers will receive an email with their items.
Supporting Screenshots below. Thanks
@Christos Markoulatos -Relational- lol -- we must have been typing about the same time.
Thank you for this. How do I create the JQL to include 3 different statuses please?
Where the assignee shows current user, how do I set this on behalf of different users?
the statuses can be done like this:
and status in (Approved,Discovery,Done)
the currentAssignee is magical :-) ... So if you set the subscription up for all users in a project (as an example), they will all be processed one at a time. Then depending on your subscription flag, they will either get an email when they have items, or they will get the email whether they have items or not. Either way, in this scenario (using CurrentUser()), they will only get their items
@David Nickell it happens, The more ppl offering ideas the better 😊!!!!
Hey @Natalie Keane
That's a great question. Getting automatic weekly reports ( or daily, monthly) is a common need that can be tricky with Jira's built-in tools.But, if you are open to using a marketplace app, Timepiece - Time in Status for Jira’s ‘'Scheduled Reports & Alarms’' feature is built exactly to make this automation better, easier, and smoother.
Timepiece’s Scheduled Reports feature allows you to create a report showing all the open items for a specific person, and then schedule it to be automatically delivered to you or any team member every week (or day, month, or year) via email, Slack, or MS Teams.
You can create various types of reports to track this, such as:Status Duration Report: To see how long each outstanding task has been in its current status.Assignee Duration Report: To get a clear view of each individual's current workload.
And a lot more different types of reports are available with Timepiece.
To take it a step further, you can also use our Alarms feature. This allows you to get proactive alerts if an individual's task stays in a certain status for too long (for example, more than 3 days in 'In Progress'). So, in addition to the weekly summary, you can catch potential bottlenecks as they happen.
This also helps you effortlessly track key agile metrics, like Cycle and Lead Time, to see how long it takes for work to be completed from start to finish.This way, you get a consistent, automatic update on everyone's workload without any manual effort.You can check Timepiece on the Atlassian Marketplace. Hope this helps! Please let me know if you have any further questions.
Disclosure: I'm on the team that makes Timepiece - Time in Status for Jira.
Hi @Natalie Keane,
I see this problem having 2 parts:
1. Creating a weekly report - deciding which data is necessary to include in the report and how to measure and display it
2. Finding a way to generate and distribute that report automatically every week
You should elaborate a bit on what you want to measure and include in the report, as it is not clear and the answers will depend on this. From the context, I noticed that you need "an overview of each project but as one document" or "an individuals outstanding items for each task". This is vaguely defined... Can you elaborate a bit?
One approach would be to create a dashboard in Jira or a page in Confluence with the necessary gadgets/macros that display the report data (in the form of graphs, charts, tables, etc). Then, every week, take a snapshot (or export) of that dashboard/page and distribute it to the project stakeholders. This has the advantage of displaying the data in real time, without exporting data and without manual work (like juggling Excel files).
Danut.
Thank you.
Both reports need to show:
1. Work type key
2. Label
3. Status
4. Task
5. Description
6. Assignee
7. Last comment
It's just that the outstanding tasks reports need to have only a particular assignee and only the 'to do' and 'in progress' statues.
Thank you for your help so far.
This looks great. Thank you. Is Timepiece free?
Hey @Natalie Keane It is free for up to 10 users. For detailed information, please visit the pricing page. Also, please let me know if you have any further questions about Timepiece. Happy to help.
Hi @Natalie Keane ,
If you are using sprints, you can use the app I developed - Multi-team Metrics & Retrospectives. With it, using custom JQL metrics, you can create a metric per each engineer (check j: CustomMetric: Linus - To Do on the screenshot). Information will be updated in the real-time. Periods, boards, table columns and many other things can be configured the way you want.
Best regards,Alexey
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