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πŸ’¬ Enterprise Connection: Reporting, including Advanced Roadmaps Edited

Dave Liao Community Leader Apr 07, 2021

What reporting challenges are you facing? How are you handling them - or planning to handle them?

It's possible to extend Jira to get advanced reporting features. You can get Marketplace apps, connect to business intelligence tools, or link to an enterprise Agile planning tool.

On Jira Cloud? Use the built-in Basic and Advanced Roadmaps (for Premium plans) to visualize your work. The difference between the two? Basic Roadmaps shows your team's work at the epic level, while Advanced Roadmaps lets you link multiple teams' work at multiple levels.

Jira Data Center can take advantage of Advanced Roadmaps too.

Yes, roadmap features are intended for planning, but a shared roadmap informs the team of where everyone is during a project, and lets managers feel the pulse of their teams.

Share your thoughts!


We're using EazyBI for our reporting needs (we're on Datacenter).  A lot of that is driven by the need to include company-specific business logic in our reporting.  Downside is that EazyBI is a separate DB on a refresh cycle, so people can't make a change in Jira and immediately see the results in their report.

We're going to be looking at Advanced Roadmaps, just kicking that effort off now.  We're hoping that this will help with the gaps we see in OOB reports scaling across teams/projects, without having to add overhead that doesn't match the way we do business.

One workflow enabler that comes to mind that I know has reoccurred on these forums is the need for coordinated fixVersions across the instance.  With hundreds of Jira projects all contributing to a customer-facing release, our management wants to be able to visualize and analyze data about the Epics committed to that release, drill down by business area, management chain, or other facets.  Imagine a burndown by fixVersion that spans that scale as an example, with that filtering.

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@John Dunkelberg - I like eazyBI. I appreciate its active community (like ours) and that eazyBI exists for Cloud, too. The fact that you can embed eazyBI widgets in Jira and Confluence never hurt either. πŸ“† Did you know eazyBI is hosting a community day next month? I started a thread on it on their community site.

The idea of having coordinated versions (without downloading a Marketplace app) is something I've been asked for many times.

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@Dave LiaoHow would you solve that requirement to have coordinated fixVersion insights currently with Marketplace apps?

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Dave Liao Community Leader Apr 09, 2021

@Capi _resolution_ - hey Capi! I updated my original comment from fixVersion to just versions. πŸ˜†

There's at least one Marketplace app I know of that syncs project-specific objects (versions, components) between projects.

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@Dave Liao I'd be interested in a pointer there.  We've done internal coding to solve but could be interested in additional capabilities.

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Dave Liao Community Leader Apr 09, 2021

@John Dunkelberg - take a look at this app. I've tried it and it works as-advertised. Obviously since it's a sync, there's a performance implication, and you have to be cautious in situations where there's a sheer number of versions to sync - you don't want to accidentally sync something into oblivion.

We see a lot of benefits in Advanced Roadmaps for Jira Cloud. The Gantt chart allows many of our customers in business projects to get an overview which topics are on the schedule in the next weeks. Most of them use Epics for that.

A topic we hear from all our customers is a visualization of projects. For management acceptance it is really important to get an overview when projects are going to be finished and what comes next.

It would be great to see improvements on that side in the near future. Keep up the good work! πŸ‘πŸ»

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I really like Advanced Roadmap, unfortunately I think we adopted the solution too early when our team was onboarding and moving from RallyDev. They were looking for Capacity management etc at that time and the got frustrated.

Now I need to reconquer them as the Advanced Roadmap is doing great improvement. I like the columns we can add and also the macro they developed to inject Advanced Roadmap directly into our confluence page. That is great for executive reports and for people that is more familiar with Confluence than Jira.

From our initial experience to the new one there is a lot of progress and I hope I can recover from our initial experience.

I am curious about reporting, we were looking for Pivot Table type of reports and EazyBI and Dataplane were part of the solutions we were evaluating. EazyBI is great but probably a little complex for end users, Dataplane fill that gap better but some functionalities like the PivotTable is not as we expected. End result our IT team developed a data extraction in 1K issues batches and they generate custom reports using SSRS

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Dave Atlassian Team Apr 08, 2021

Hi @Fabian A_ Lopez _Community Leader - Argentina_ Florida_ California_ , 

I can understand your frustrations over capacity management - it's something we're looking to address going forwards and I've been trying to capture some insights from community members here: ...if you have the time, I'd really appreciate any insights you can share (on that page) on how you're using teams and what your needs for capacity management weren't met on Advanced Roadmaps!


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Taranjeet Singh Community Leader Apr 08, 2021

@Dave Liao I am not much into Advanced Reporting, but it is great to learn here from the reporting related challenges and experiences of all our Community Leaders and members who are sharing them in this wonderful discussion post.

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Dave Liao Community Leader Apr 08, 2021

@Taranjeet Singh - Do you prefer another solution? This thread's for more than just Advanced Roadmaps, though I guess it sounds like I'm focusing on it πŸ˜‚

Vero Rivas Community Leader May 08, 2021

Hi @Dave Liao 

   Jira in itself is a powerful product that is so flexible that you can use it for infinite casuistry, but it is true that addons give even greater potential to their base characteristics, some you may like more or less, but I think they all add value to the tool


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Dave Liao Community Leader May 08, 2021

@Vero Rivas - Hey Vero! Are there any reports you recommend to Jira users, especially when they're starting out?

I steer folks to the built in project-level reports to steer their team in the right direction. Even the issues summary page shows a lot of info and folks usually ignore that page (diving straight to the project's board/s).

G subramanyam Community Leader May 09, 2021

Hi @Dave Liao I use(d) the built in basic roadmap feature given my role and access. I liked that feature of visualizing at the team in company managed projects. 

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Dave Liao Community Leader May 09, 2021

Nice! Do you encourage others to check the roadmap, or do you use it yourself to figure out what's next?

Fadoua Community Leader May 19, 2021

In my company we try to minimize adding more plugins to the instances only if it is badly needed and there is no way to use scripts

For reporting we use the out of the box reports available in Jira(We are DataCenter users)

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