Reports of % completed in epics

Carin Talero August 22, 2022

I am having trouble on configuring a report to show the % completed for an epic based on how many Stories/Bugs issues linked to that epic are completed = done

Any help?

Thnx

5 answers

1 accepted

2 votes
Answer accepted
Trudy Claspill
Community Leader
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August 22, 2022

That type of report is not available natively in Jira Cloud except when you are looking at the details of an individual Epic.

Some option to consider would be:

1. Using the Roadmap feature to show progress on an epic

2. Find a third party app that provides that functionality,

3. Manage tracking that information yourself by using a custom "Percent Complete" field in the Epic issues and using automation or scripting to calculate that value and update the field as child issues are added/removed and marked as done or reopened.

I believe there are posts on that topic in this forum already.

https://community.atlassian.com/t5/Jira-questions/Report-Dashboard-for-Percent-Complete-by-Epic/qaq-p/2023553

https://community.atlassian.com/t5/Jira-Software-questions/How-to-show-on-dashboard-the-completion-progress-of-an-epic/qaq-p/1882884

1 vote
Karolina Wons_SaaSJet
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August 23, 2022

Hi @Carin Talero 

Here's a helpful use case on how you can solve this issue with the Time in Status for Jira Cloud add-on, developed by my SaaSJet team

Hope it helps

0 votes
ravi.jiyani July 28, 2024

@Carin Talero : Not sure if you got the answer for the same. But I faced the same issue and found a solution using "Custom Charts" (Third party plug-in).

1. Select "2D Grouped Bar chart" and configure Chart By, Calculate and Group By fields

 epic_completion_chart_conf_1.png

2. In "Group By" configuration, group your jira issues by status. In my case I wanted to get completed issues per epic, hence closed and done status in one group, while rest of the other status in another group.
group_by_ticket_status.png

3. In "Display Option" configuration, make sure you have below option selected.

display_option_config.png

With above configurations my chart is looking like below, and also shows epic completion in % on hovering on the bar. You can also configure to show % instead of count in bar I believe with some tweak.

epic_completion.png

Amir Katz _Jira Admin_
Contributor
November 18, 2024

@ravi.jiyani 

You said "...without any third party plug-in", but Custom Charts for Jira is a paid add-on:
https://marketplace.atlassian.com/apps/1220925/custom-charts-for-jira-reports-dashboards-graphs-tables?tab=pricing&hosting=cloud 

Like ravi.jiyani likes this
ravi.jiyani November 18, 2024

Thanks @Amir Katz _Jira Admin_ for pointing out. I've updated my answer.

0 votes
Hannes Obweger - JXL for Jira
Atlassian Partner
August 25, 2022

Hi @Carin Talero

here's another Marketplace app that you might like: JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing and inline-editing all your issue fields. It also comes with advanced features such as support for issue hierarchies and sum-ups. If you look at the status sum-up below, I believe this is pretty much what your looking for:

epic-status-progress.gif

What you can see above is the default, but you can use different kinds of sum-ups, e.g. to include the stories' story points or time estimates into your progress calculation. Any questions, just let me know!

Disclaimer: I work on JXL.

Hope this helps,

Best,

Hannes

Carin Talero August 25, 2022

Thanks, I'll check it out!

0 votes
Rahul_RVS_Support
Atlassian Partner
August 22, 2022

Hi @Carin Talero 

If you are fine with a mktplace app, you can have a look at our add-on to get this data.

Issue Hierarchy Reports 

and generate insights such as:

- View/Manage roll up for standard Jira hierarchy. Epic -> User Story -> Subtask with %Completion progress based on Time Estimates/Story Points/Status

- View the full Jira Issue Type hierarchy of Linked issues,
Portfolio/Advanced Roadmaps, Epics, and Subtasks up to 10 levels.

- % complete based on time spent and story points at each hierarchy level

- Sum up Time Spent, Org Estimate, Time Rmng, custom number
fields

Epic Hierarchy.PNG

Epic Hierarchy-%complete.PNG

Carin Talero August 25, 2022

Thank you, but we really don't use the time estimated and time tracking, so this would not be possible.

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