Unlocking Jira’s Reporting and Dashboard Capabilities for Enhanced Project Insight

Explore how to maximize Jira for project tracking and analysis with custom reports and dashboards.

Jira provides various tools and features for advanced reporting and analysis, allowing you to gain insights into your team’s work and performance. In this article, I discussed the reports and dashboards available in Jira.

Reports and Dashboards possibilities in Jira

With reporting and analysis in Jira, you can: 

  • Create custom reports and dashboards: Jira allows you to create custom reports and dashboards using a variety of metrics and filters. You can use these reports and dashboards to track and visualize your work’s progress and status and identify trends and patterns over time. 
  • Use agile tools for analysis: Jira provides various agile tools, such as Scrum and Kanban boards, for analysis. These tools can track work, identify bottlenecks and blockers, and optimize workflow. 
  • Analyze data using custom fields: Jira allows you to create custom fields to capture additional data about your work. You can use these custom fields to segment and analyze data in various ways, such as by project, issue type, or team member. 
  • Integrate with other tools for analysis: Jira can be integrated with a variety of other tools, such as data visualization tools and business intelligence platforms, to enable advanced analysis. You can use these integrations to access and analyze data from multiple sources and create customized reports and dashboards. 

Create custom dashboards in Jira 

To set up custom dashboards in Jira, you will need to click Dashboards from the top menu. 
You will see the dashboard creator. To create the dashboard, click Add to Elements from the right menu. This adds a selected element to the tour column. Then, you can easily drag and drop these elements into a specific place in your dashboard view. Some of the elements will need to specify the data and metrics that you want to track. 

Jira dashboard configuration view

Once you have created your custom dashboard click the Done button and test it to ensure that it is working as expected. If needed, make any necessary adjustments or refinements to the report or dashboard to meet your needs. 

You can also, share this dashboard with your team so that they can access and use it.  

Here are full instructions to configure the dashboard in Jira.

Using Jira’s built-in reports and charts for analysis 

Jira provides a variety of built-in reports and charts that you can use for analysis. These reports and charts are designed to help you track and visualize key data and metrics related to your work and performance. Some examples of built-in reports and charts in Jira include: 

  • Burndown and Burnup charts: These charts track the progress of work overtime and can be used to visualize the amount of work that has been completed and the amount of work that remains. 
  • Velocity chart: This chart tracks the amount of work that a team has completed over time and can be used to predict the team’s capacity and forecast future work. 
  • Pie chart: This chart visualizes data as a percentage of the total and can be used to understand the distribution of work or issues by status. 
  • Bar chart: This chart visualizes data as a series of bars and can be used to compare different data points or track trends over time. 

Tips and best practices for using Jira’s reporting and analysis features 

Here are some tips and best practices for using Jira’s reporting and analysis features: 

  • Determine the data and metrics you want to track: Before creating reports and charts in Jira, take time to understand the data and metrics most important to your team and your business goals. This will help you identify the reports and charts that are most relevant to your needs. 
  • Use clear and concise names and descriptions: When creating reports and charts in Jira, be sure to use clear and concise names and descriptions to help others understand what the report or chart is used for. 
  • Test and refine your reports and charts: Before sharing your reports and charts with your team, be sure to test them to ensure that they are working as expected. If needed, make any necessary adjustments or refinements to the report or chart to meet your needs. 
  • Keep your reports and charts organized: As you create reports and charts in Jira, be sure to keep them organized and well-documented. This will help you understand what you have created and why and make it easier to maintain the reports and charts over time. 
  • Use the available resources: Jira provides various resources, such as documentation, forums, and support, to help you create and use reports and charts. Use these resources to get the most out of Jira’s reporting and analysis features. 
  • Jira Integration: To enable advanced analysis, you can integrate Jira with various other tools, such as data visualization tools and business intelligence platforms. You can use these integrations to access and analyze data from multiple sources and create customized reports and dashboards. You can find more about the integration here: How to integrate Jira with other tools.

If you consider which tool has better reports Jira or CLickUp, you should read this article: Jira or ClickUp

Share the Post:
Cover of book AI in Project Management

What's inside

Explore the transformative power of AI in project management with Krzysztof Nyrek’s “AI in Project Management.” This essential guide offers in-depth knowledge on automating routine tasks, optimizing resource management, and utilizing AI for risk estimation and decision-making. Learn how to implement AI tools for improved project efficiency, cost reduction, and enhanced quality management. Ideal for project managers and IT professionals, this book provides actionable insights and practical examples to harness AI technology effectively. Enhance your project outcomes and stay ahead in the digital era with this indispensable resource.

Embrace the future of project management with AI-driven solutions that save time, reduce costs, and boost project success.

One Response

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

X