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Struggling with Jira reports - need better monthly visibility for leadership

Lira Martynenko

Hi everyone! I'm new to Jira (Cloud), and I'm struggling with Jira reports and Jira reporting in general.

I have to build a monthly dashboard showing how much our teams deliver vs. what's planned - basically a progress-against-target view. I also need to show a velocity trend over time.

I've looked at the default reports (velocity chart, burndown, etc.), but they feel really limited - I can't group by month, can't add a target line, and there's no way to combine data from multiple projects into one view.

What I really need is something executive-friendly - visual charts that non-technical stakeholders can actually understand at a glance. Think burnup with a goal line, cumulative flow, maybe a workload overview per team member.

Is there a way to do this natively, or do I need a dashboard gadget/add-on for this kind of advanced reporting? Any recommendations would be hugely appreciated!

Accepted answers

All comments

Marc -Devoteam-

Hi @Lira Martynenko

This is not possible natively, you will need an app for this.

Suggestions:

Custom Charts for Jira
Dashboard hub

Also keep in mind, Jira is not a reporting tool. It has limited reporting options.

If you require custom reports, look at the marketplace or apps to export data or use the API to a reporting application.

Lira Martynenko

Hi Marc,

Thanks for your input, appreciate the clarification.

That makes sense - Jira reporting does have limitations natively, so exploring Marketplace apps is definitely a practical approach here.

Thanks again for sharing your suggestions 🙂

Mariia_Domska_SaaSJet

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:

Workload Insights dashboard.png Workload Insights dashboard_2.png Workload Insights dashboard_3.png

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.

Birkan Yildiz _OBSS_

Hi @Lira Martynenko

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.

timepiece dashboard.png

Fact-Based Trends: Move beyond manual worklogs. Automatically track Cycle Time (engineering efficiency) and Lead Time (customer wait time) to show true delivery trends.

cycle time lead time.png

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."

stacked bar.png

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

Nauris Malitis -eazyBI-

Hi @Lira Martynenko

Nauris from eazyBI here.

You can check out our Demo dashboards on what charts you can make with eazyBI:

https://eazybi.com/accounts/1000/dashboards/14871-chart-types

Feel free to try out the app and let us know if you need any help setting up the reports!

Best regards,

Nauris / eazyBI support

Mary from Planyway

Hi @Lira Martynenko

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:

Velocity chart — shows story points completed per sprint, not per month.
Burndown / Burnup — tied to a single board/sprint.
Cumulative flow diagram (CFD) — useful for flow but limited customization.
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:

Monthly progress vs. plan
Velocity trends over time
Cross‑project rollups
Clear executive charts (goal lines, targets, cumulative curves)
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.

Cross-project timeline view in one sharable dashboard.
Workload view showing capacity vs. planned effort per team member.
Planned vs tracked report to see the difference between expectations and reality.

jira workload report.png jira dashboard by epics.png

planned vs tracked report.png

There are also other apps to explore:

If you want executive dashboards with targets and trends, look at:

🔹 eazyBI

Full BI reporting inside Jira
Custom charts: burnup, trend lines, monthly groupings
Combine data from multiple projects
Export to PDF/Excel for exec reports

Great if you want velocity trend + target line.

🔹 Rich Filters + Dashboards

More flexible gadgets
Interactive filters on dashboards
Combine multiple projects

Better than native but less powerful than eazyBI.

🔹 Custom Charts for Jira

Very friendly UI
Pie, bar, line charts with goal lines
Group by month easily
Works across projects

Rahul_RVS

Hi @Lira Martynenko

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

Danut M _StonikByte_

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:

https://community.atlassian.com/forums/App-Central-articles/9-gadgets-for-a-powerful-Scrum-dashboard-in-Jira/ba-p/1683063

https://community.atlassian.com/forums/App-Central-articles/13-quot-must-have-quot-gadgets-for-any-Kanban-dashboard-in-Jira/ba-p/1664331

https://community.atlassian.com/forums/App-Central-articles/How-to-track-scaled-agile-SAFe-projects-in-Jira-with-Great/ba-p/1929694

Hope this helps.

Danut.

Vasyl Krokha _Broken Build_

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.

jira reporting 1.png

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.

jira reporting 2.png

Cumulative flow - The Cumulative Flow Diagram visualizes work across all statuses, surfacing bottlenecks and showing whether incoming work outpaces delivery.

jira reporting 3.png

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!

Natalia_Kovalchuk_SaaSJet_

Hi, @Lira Martynenko !

You can take a look at some gadgets for Jira dashboards. For example:

Pie Chart gadget. It can allow you to see the distribution of tasks by status, assignee, priority, etc.

Sprint Health gadget. Using it, you can get a simple snapshot of sprint progress.

image 5 (1).png

Activities gadget by Issue History for Jira app (SaaSJet). It enables seeing what actually changed (status updates, comments, field changes), when, and by whom.

activities-gadget-issue-history (2).png

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.

Frame 7 (8).png

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

Alexey Pavlenko _App Developer_

Hi @Lira Martynenko ,

Natively, unfortunately, JIRA doesn't allow reporting by month. You can use the app I developed for that - Multi-team Scrum Metrics & Retrospectives.

1. how much our teams deliver = Completed Scope
vs.
what's planned = Initial Scope or Final Scope

You can choose Initial Scope or Final Scope as a baseline and compare Completed Scope against it in %. In the example below, Final Scope is the baseline. In the same statistics table you can see the dynamics against the previous month.

2. there's no way to combine data from multiple projects into one view

You can track several projects in the same view. In the example below 3 projects/boards are selected.

3. maybe a workload overview per team member

You can create any custom metrics you wish, including by assignee. Please check CustomMetric: Rob. Compl. Scope as an example.

4. I also need to show a velocity trend over time.

You can see trends over time not only for velocity but for any other metrics:

There are many more features - for example, quantifiable retrospectives, or drill-down from months to sprints right in the same view.

Best regards,
Alexey

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