How to create a monthly reports?

[Dima Kiselev]

We have about 50 people across different departments using a single large Jira board. How can we create and view a detailed monthly report showing the number of tasks in progress, completed tasks, etc.? I didn't find this option in the standard 'Reports' section. Thanks.

[Jack Brickey]

Hi @Dima Kiselev , maybe consider creating a dashboard to align with your requirements. 

what-is-a-jira-dashboard 

create-and-edit-dashboards 

[Danut M _StonikByte_]

Hi @Dima Kiselev,

The best way in my opinion, is to created a dashboard in Jira with all the necessary gadgets on it for tracking your project. Also, you can create the report in form of a Confluence page, by using the macros available, which displays data from Jira.

Jira offers useful dashboard gadgets for tracking projects, such as Two Dimentional Filter Statistics, Issue Statistics, Pie Chart or Filter Results, which can be just enough for your needs. 

And if you need more advanced charts or statistics, you can add more gadgets by installing apps from the Atlassian Marketplace.

If you decide to try an app, you can also take a look at our Great Gadgets app, which offers many useful gadgets for project tracking, such as Pivot Table & Pivot Chart, Advanced Issue Filter Formula, burndown/burnup charts, and more.

Danut 

[Rahul_RVS]

Hi @Dima Kiselev 

Welcome to the community !!

If you would be interested in a mktplace app, you can try 

Dashboard Charts for Jira

The app allows you to build interactive Jira dashboards with powerful charts, gadgets, and reports. Visualize issue progress, team workload etc

There are multiple configuration and customization options which the apps provides. Some of the sample charts are as below.

Disclaimer : I am part of the app dev team.

[Iryna Komarnitska_SaaSJet_]

Hi @Dima Kiselev ,

For a fair view of team performance, select reports that answer specific questions. If you’re open to Marketplace apps, my team builds Time in Status —it reads your workflow history (no timers) and turns it into the metrics managers actually use.

• Where does time really go? Use Time in Status (with Status Groups) and a chart to see working vs. waiting time by stage.

• Who’s overloaded vs. handling complex work? Assignee Time: In a pivot, compare time per assignee against issue count.

• Where do we stall or rework? Status Count + Transition Count to spot reopen/ping-pong loops; Status Entrance Date to see when stalls start.

• Are we getting faster? Average Time for trendlines; Time in Status per Date to track day-by-day movement across a month or sprint.

Quality-of-life:

• Save your configurations as presets so you don’t rebuild them every time.

• Pin any view to a Jira dashboard with the app’s gadget (tables or charts).

• Use pivot tables for deeper slice-and-dice (team, region, priority, etc.).

• Optional custom fields show time-in-status right on issue cards/boards.

Happy to share a sample dashboard or help map this to your board if that’s useful.

[Eduardo Anflor - MindPro]

Hi, @Dima Kiselev 

Welcome to the community!

The Jira OOTB gadgets are a bit limited. If you are looking for a tool that is easy to use and allows you to create custom dashboards, I recommend Mindpro Insights. I work at Mindpro, and I believe this app can cover most of your scenarios.

You can easily create dashboards from templates, and there are over 50+ gadgets (pre-loaded or custom) you can select from. The dashboards are interactive, which means you can drill down into the data by clicking on a chart segment, so the entire dashboard adapts to this selection.

You can filter the last 30 days, for example, and make the dashboards available to the team or have each team member create private dashboards if they prefer.

You can have simple dashboards to track tasks and epic progress:

 Or agile dashboards to track the sprints:

The system also allows you to add custom gadgets in different formats (pie, donut, bar, line, table) so you can create dashboards as per your needs:

The dashboards are shareable with internal users via the Customer portal, so you can define who can see the information.

I hope that helps.

Regards,

Eduardo