Help with Report, dashboard generation

[Parth Gandhi]

Hi, I am new at JIRA cloud.

We have added tasks for team members till September this year with end date of each task (when they are supposed to be finished).

I am not able to track or manage in a summary or report or dashboard form that , how many tasks should have been finish till today and how many we have finished. How much we are lagging or ahead of time. 

Please help.

[Jack Brickey]

Hi Parth, welcome to the Community! It is hard to say what my best recommendation would be based upon what you have conveyed here but let me share my thoughts.

Dashboards are a good executive high level view of progress. Some of the gadgets that are useful here:

• created vs. resolved - lets you see if the team is keeping up with the incoming rate of issues
• 2-dimensional - gives you a view of issues in 2-dimensions, e.g. status by user
• pie charts - quick view of issue distribution by things like: status, assignee, team, components, labels, etc.
• issue statistics - displays the collection of issues returned from a filter, broken down by a field
• etc...

Now, if you want to track if you are getting things done "on-time" then you need to implement your project to incorporate due dates reliably. You could simply set the due date and make that required before say transitioning into In Progress. You could create a filter that monitors for stuff due this week for example and display that on a dash board using Issue Filter.

[Ravi Sagar _Sparxsys_]

Hi @Parth Gandhi 

Let me try to help. I am assuming you are not using an apps. So here is what you can do.

• Use the Roadmaps that has a visual representation of your plan, to keep an eye on the timeline.
• Create a dashboard with following gadgets
  • Jira Road Map
  • Jira Issue Calendar
  • Issue Statistics
  • Filter counts
  • Pie Chart
  • Recently Created Chart

These gadgets will have some options to select what you want to see on a chart, for example Jira Issue Calendar will let you what date field you want to use, Pie Chart will let you select status. 

Apart from this if you are using Scrum then you also have standard burn down chart to keep an eye on the progress so far. There are other apps that can also provide advanced reporting capabilities but I think start by using native reports. You also have the option to export your Jira issues and report outside or use other tools to connect to Jira using REST API.

I hope it helps.

Ravi