Reports-for-Jira-Basics

How to Use Reports in Jira – the Basics

Reports in Jira help everyone analyze the progress of a project, track issues, and manage time and sprints. Provided you are using Jira to manage your projects, reporting is something you will do every day. However, for someone using Jira for the first time, things can get a little complicated. Finding your way around with reports can be painstakingly challenging and time-consuming. 

Jira simplifies projects by streamlining team activities, and highlighting useful snapshots around dashboards. Through Jira, teams perform tasks in sprints or scrums. Most importantly, reporting on progress helps teams to continuously evaluate performance. The ability to zoom in and drill down on important issues is the key to using Jira productively. This post will guide you on how to use reports in Jira but first, let’s explore why the basics of Jira project reporting is crucial. 

There are different types of issues and projects that Jira administrators can create, assign, and manage within Jira. They include Kanban software development, project management, task management, process management, Scrum software development, and basic software development.

Types of Reports in Jira

Jira helps manage projects but also is an issue tracking tool, so creating reports forms an integral part of everything you do with it. The more Jira projects/issues you create, the more reports you will need. 

In Jira, there are four main types of reports:

1.) Jira Agile Boards

2.) Forecast & management

3.) Issue analysis

4.) The others.

Between these four, there are all kinds of reports to be made:

  • Time tracking reports.
  • Scrum project reports.
  • Kanban project reports. 
  • Pie Chart Reports.
  • Created vs. resolved issue reports.
  • Version workload reports.
  • Version time tracking reports.

Using Reports in Jira – the Basics

These reports help project managers allocate and analyze the utilization of sources assigned to teams. For example, budget allocation and usage tracking within Jira ensure productivity and effective resource utilization.  So the first step to using reports in Jira is learning how to generate one.

Steps to Generating and Accessing Reports in Jira

To generate a report in Jira, navigate to your Kanban, or Scrum board. Next, click ‘reports’ to view the last one you created. If you want to view all or a different report, click ‘switch reports’. Note that in the first instance, you can only view reports from agile development projects.  Upon clicking ‘switch reports’ on the agile board, you will see reports such as a burndown chart, control chart, Jira velocity charts, cumulative flow diagram, and sprint report.

Provided you have an ongoing project, you can access reports easily with a few clicks. Navigate to the specific project, and locate the menu for projects between dashboards and issues at the top.

Basic Features of Jira Reports

To use Jira reports effectively, you should understand what each report is showing, as well as the features of each report generated

The following are the main reports you can access and use in Jira:

Agile Reports in Jira

Burn-down charts tracks the quantity of pending work and the efficiency of each sprint. A sprint chart is another agile report, tracking completed tasks and feature backlog. Other features include cumulative flow diagrams, velocity charts, version reports, epic reports, control charts, release burn down, and epic burndown charts.

Forecast and Management Reports in Jira

Forecast and management reports include time tracking reports, version workload reports, and user workload reports. You will note that the forecast and management reports detail time estimates for every assigned issue.

Jira Issue Analysis Reports

Issue analysis reports give an average age report that shows the duration of unresolved issues. Another feature of this report is a pie chart report that groups projects based on specialization. Analysis reports include resolution time reports, created vs. resolved issue reports, reports on recently created issues, and reports on time since an issue was assigned.

The Bottom Line

The usefulness of reports in Jira boils down to understanding when, why and how to create Jira Reports. Jira admins and project managers can, therefore, proceed to implement necessary changes based on issues identified in the reports generated from different boards and Jira Dashboards.

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