Project Manager Tools

Reports and Dashboard in Jira 

Jira provides a variety of tools and features for advanced reporting and analysis, allowing you to gain insights into your team’s work and performance. In this article I wrote about 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 the progress and status of your work and identify trends and patterns over time. 
  • Use agile tools for analysis: Jira provides a range of agile tools, such as Scrum and Kanban boards, that can be used for analysis. You can use these tools to track work, identify bottlenecks and blockers, and optimize your 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 adds to elements from the right menu. This adds a selected element to the tour column. Then you can easily drag and drop these elements in 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 the distribution of 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 some time to understand the data and metrics that are 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 a variety of resources, such as documentation, forums, and support resources, to help you create and use reports and charts. Be sure to make use of these resources to help you get the most out of Jira’s reporting and analysis features. 
  • Jira Integration: you can integrate Jira 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. More about the integration you can find here: How to integrate Jira with other tools?

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