Task reports provide basic statistics such as counting tasks in specific categories or summing the values of numeric fields on tasks.
There are three types of Task report visualization:
- Pie chart
- Column chart
- Tree view (with collapsed lines)
To change the current view, click one of the view buttons in the top-right corner of the chart area.
|Name||The report name is displayed in the header of each report.|
The visualization is presented by default after refreshing the page:
Depending on the count strategy, some fields may be unavailable for a given formula
Data presented can be grouped into different fields (up to four levels). It is possible to use fields from a task source (such as Jira and Trello) and/or built-in fields.
Only data that fits within the selected time frame is part of the report.
Without the date filter, you will get the count or sum from all tasks.
Use JQL to filter data for customized reports.
Creating a multi-level report
The Group by option allows you to break down data without the need to create multi-level reports.
In the example below:
- First, data is grouped by Assignee,
- Next, each chunk is further broken down by Status,
When you click on a data chunk, you go to the level below.
First 'Group by' level: by Status.
When the mouse cursor hovers over an element, the second level of data grouping is visible ('Assignee' details for a status).
Second 'Group by' level: by Assignee.
The third-level data grouping is visible when the mouse cursor hovers over the element ('Priority' details for a status).
Third 'Group by' level: by Priority.
The fourth-level data grouping is visible when the mouse cursor hovers over an element ('Program Increment' details for a status).
Fourth 'Group by' level: by Program Increment.
Navigating between 'Group by' levels (with breadcrumbs)
The chart shows data from the 'Group by' level that you are on. You can click on a chart (on a particular data slice) to go to a lower level.
Breadcrumbs can be used to navigate to a higher level of grouping.
The report below displays data of tasks with the "To Do" status, assigned to "Eric Smith," divided into priorities.
Hover over a category on the chart to display a detailed dialog with a task breakdown for a particular category.
Hover over the pie chart data to see the percentage share of a category or ratio.