Imagine having the opportunity to fix a possible issue before it arises, preventing it from affecting your project's due date. This is the influence of an informative weekly report on issue updates in Jira. By consistently monitoring and reporting on your team's activity, you can see trends, foresee issues, and improve productivity. Let's look at how you may enhance team productivity and project execution by staying ahead of issues with Jira by providing a thorough weekly report.
What's important to monitor weekly? Your team might have very specific needs, but if you need some ideas, here you find a few. Start by tracking the status of each issue to ensure that tasks are progressing as planned and none are stuck in a particular stage for too long. Watch out for any past-due issues, as these may indicate possible bottlenecks. You can better grasp new problems or changes in project priorities by keeping an eye on newly created issues. You may also examine the productivity and efficiency of your staff by keeping track of how many issues are fixed each week. You can remain proactive and ensure that your projects are completed on schedule by incorporating these important data into your weekly report. Let’s break those examples into more specific groups and find how each can be monitored effectively in Jira.
So, it's essential to monitor several key aspects each week:
Issue status changes. Monitor the status of issues as they go from open to in-progress to closed. You can use this to find any workflow bottlenecks.
New issues created. Track the quantity of newly reported issues. A significant rise could be a sign of underlying issues that require urgent care.
Pending and overdue issues. Highlight any issues that are pending or overdue. These can signal resource allocation problems or unforeseen complexities in the tasks.
Issue priority levels. Make sure that high-priority issues are tracked down and resolved quickly. By doing this, it is ensured that important issues are not overlooked.
Assignee update. Track modifications to issued assignments. Regular alterations could indicate uncertainty caused by workload balancing.
Due date changes. Review any modifications to the due date. This may indicate the need for timeline extensions or issues with scheduling.
Jira provides different ways to track those updates, including filters, reports, gadgets, and plugins. The most suitable for all this cases will be a history of a single issue, Activity Stream gadget, and add-ons such as Issue History for Jira.
One of the best ways to monitor status changes is Activity Stream gadget. Here, you can specify different details like projects, dates, and some types of activities. In our case, it will be status transitions. In result, you can see who updated an issue status and when.
To see weekly changes you’ll need to change dates when you configure this gadget.
How to configure Activity Stream Gadget for Jira
To see what issue were created during a week you can also use Activity Stream gadget as it provides Issues created option in activities selection. However, Jira offers a gadget which might be even more insightful as it displays created vs. resolved issues for a project or saved filter. And it has very appropriate name for this case: Created vs. Resolved Chart.
So, you’ll have a number of issues create every day, comparing it to resolved ones. If the quantity of newly reported issues continuously outweighs the quantity of issues that are handled, it can mean that your team is having trouble meeting demand, which could result in backlogs. This pattern can indicate that more funding, better procedures, or rearranged priorities are required.
For this case, let’s go for Jira automation. You can set up an automation rule in Jira to automatically send an email with a Pending and Overdue Issues Weekly Report. Here is how to do it:
Trigger: Scheduled
Schedule: Every week on Monday at 9:00 AM
Condition: JQL Filter
JQL Query:
status NOT IN (Done, Closed, Resolved) AND due <= now()
This ensures that only issues that are pending (not resolved) and overdue (due date has passed) are included in the automation.
Action: Send Email
To: [Enter recipient email addresses, e.g., team@company.com]
Subject: "Weekly Report: Pending and Overdue Issues"
This rule ensures your team gets a weekly report of overdue tasks, helping them stay informed and take necessary actions.
For the last three cases, we will use Issue History for Jira app, as it provides the best reports in terms of capturing changes for some particular issue field. In Jira, it’s only possible with history for a single issue. For multiple issues, here is the reports you can get.
Priority changes
Assignee changes
Due date changes
This way you can select and revise any standard or custom field.
Try to create a report for the specific issue field
With Issue History for Jira, you can get different types of reports, including history for a single issue/multiple issues, and history for a specific field/multiple fields.
If you are looking for a report with all updates, the most appropriate way would be the Activity view without specifying fields.
For the most important changes for last week, you can select the required fields with the Column Manager. For example, I want to get a weekly report for status, assignee, due date, and priority changes for my project.
Here is what we got as a result – each issue with its changes sorted:
Try to create a weekly report of issue updates
Monitoring issue updates in Jira through weekly reports is key to staying ahead of potential challenges and ensuring your projects stay on track. By focusing on crucial aspects such as status changes, new issues, pending tasks, and what is important for your project, you can gain valuable insights into your team's performance and project health. Utilizing Jira’s built-in tools, gadgets, and custom automation rules, along with powerful apps like Issue History for Jira, empowers you to manage your projects more efficiently, address problems before they escalate, and keep your team productive and aligned with your goals.
Related article: How to organize issue history report in 5 steps
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