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Creating Reports in Jira

Introduction

Reports in Jira provide valuable insights into the progress and performance of your projects. They help teams stay on track, identify bottlenecks, and make data-driven decisions. This tutorial will guide you through the process of creating various reports in Jira, from start to finish.

Step 1: Accessing Reports

To access reports in Jira, follow these steps:

  1. Log in to your Jira account.
  2. Navigate to the project for which you want to generate a report.
  3. Click on the Reports tab in the left-hand sidebar.

Example:

Navigate to Project > Reports.

Step 2: Selecting a Report Type

Jira offers a variety of report types, each designed to provide specific insights. Here are some common report types you can generate:

  • Burndown Chart: Tracks the team's progress towards completing a sprint.
  • Velocity Chart: Shows the amount of work completed in each sprint.
  • Cumulative Flow Diagram: Visualizes the flow of tasks through different stages of the workflow.
  • Sprint Report: Summarizes the work completed during a sprint.

Example:

Select a Burndown Chart to track sprint progress.

Step 3: Configuring Report Parameters

Once you've selected a report type, you may need to configure specific parameters. These parameters vary based on the report type but generally include:

  • Time Frame: Specify the start and end dates for the report.
  • Filters: Apply filters to include or exclude specific issues, teams, or sprints.
  • Display Options: Choose how data is visualized (e.g., charts, tables).

Example:

For a Burndown Chart, select the relevant Sprint and set the Date Range.

Step 4: Generating the Report

After configuring the report parameters, click the Generate or View Report button to create the report. Jira will process the data and display the report based on your configuration.

Example:

Click View Report to generate a Burndown Chart for the selected sprint.

Step 5: Analyzing Report Data

With the report generated, you can now analyze the data to gain insights. Here are some tips for analyzing different types of reports:

  • Burndown Chart: Look for trends indicating whether the team is on track to complete the sprint. Pay attention to any sharp increases or decreases in remaining work.
  • Velocity Chart: Compare the velocity across multiple sprints to identify patterns in team performance.
  • Cumulative Flow Diagram: Analyze the flow of tasks to identify bottlenecks and areas for process improvement.
  • Sprint Report: Review completed and incomplete tasks to understand what was achieved and what needs to be carried over to the next sprint.

Example:

In a Burndown Chart, a steady decline in the remaining work line indicates that the team is progressing as expected.

Step 6: Exporting and Sharing Reports

Jira allows you to export and share reports with stakeholders. You can export reports in various formats such as PDF, Excel, or CSV.

  1. Click on the Export button located at the top-right corner of the report.
  2. Select the desired format (e.g., PDF, Excel).
  3. Save the file to your computer or share it directly via email.

Example:

Click Export > PDF to save the Burndown Chart as a PDF file.

Conclusion

Creating reports in Jira is an essential skill for project managers and team members. By following these steps, you can generate various types of reports to gain insights into your project's progress and performance. Remember to regularly review and analyze these reports to make data-driven decisions and keep your projects on track.