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Comprehensive List of all Jira Align Reports

Enterprise Level Reports

  • Metric Sheet
    The Metric Sheet is a configurable report that displays values and color-coded thresholds for metrics that are created and defined in the Metrics module.
  • Strategic Balancing
    In the strategic backlog, you create and prioritize your organization's goals and associate them with a snapshot. When you go to the Strategic Balancing report, you select your snapshot and see those created and prioritized goals.
  • Create Checklists to Guide Users Through Tasks
    The Checklist feature in Jira Align allows you to create and follow a comprehensive list of important or relevant actions, or steps to be taken, in a specific order; it serves as a guide for accessing specific pages, in sequence, needed to complete a task.
  • Strategy Tree
    The Strategy Tree report provides a quick summary of the mission, vision, values, goals, and themes tied to a specific strategic snapshot.
  • Funding Plan
    The Funding Plan report provides a real-time financial view to a subset of the organization, to enable tracking against its allocated funding levels.
  • Status Report
    The Status Report displays a roll-up of your portfolios over time at multiple levels of detail — by organization, portfolio, program, theme, program increment, release vehicle, and epic. The reports have two views: Financial and Status.
    • Status Report (Financial view)
      In the Financial view, you can see the hierarchy: company, portfolio, program, a list of prioritized projects, and totals. This view provides a financial statement, but also shows the due dates and health status of epics and stand-alone features.
    • Status Report (Status view)
      In the Status view, you can see a list of projects with health indicators, and track budget, people, quality, risk/issues, and schedule. You can filter the status report either by PI dates or by a specific date range.

Portfolio Level Reports

Solution Level Reports

  • Process Step Cycle Time
    The Process Step Cycle Time report displays three charts related to process steps to show statistics on work items flowing through a value stream.

Program Level Reports

Team Level Reports


Rajendran_ Rajesh
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November 30, 2023

Nice Summary of the reports

Suzette Hammond
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December 13, 2023

Is there any way to turn reports on/off?  I noticed there is a different list of reports in the Test environment?

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Isaac Greenberg December 29, 2023

@Suzette Hammond most of them are under settings -> roles -> Additional options, in the Reports subsection. Though some are scattered through other role hierarchy levels. You would have to toggle this for each role you have.

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