Reporting in Jira

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Introduction

Reporting is one part of ensuring your projects' success and smooth operations in Jira. It involves gaining knowledge about your JIRA projects' health, progress and overall status through Gadgets, report pages, or even third-party applications. This guide provides an overview of the tools available to Jira users today and how they can be used to fulfill the different types of reporting needs that users face today.

Please note that this is a live document, and the best practices are not set in stone. Please feel free to contribute with comments and share your best practices around reporting!

In this guide:


Tools for Reporting

Let us start with the out-of-the-box tools available, pre-installed and available through Atlassian Marketplace. We will look at each tool from a technical perspective and, in the next chapter, see how they can be applied to the different types of reporting.

Standard Reporting

Jira offers reporting in several different formats. Project reports are available from the selected project's home screen, and Gadgets can be added and arranged in Dashboards. For each filter, the issue navigator offers various output formats for third-party reporting software. We will also mention some advanced methods that customers have been using.

Standard Reports

In Jira, a project automatically offers standard reports that are available to the user without any necessary configuration. These standard reports comprise a wide range of reporting applications, such as time tracking and workload, and abstract reports like Pie Charts that can be used in various ways.


Standard ReportDescription
Average Age ReportShows the average age (in days) of unresolved issues.
Created vs Resolved Issues ReportShows the number of issues created vs number of issues resolved over a given period of time.
Pie Chart ReportShows the search results from a specified issue filter (or project) in a pie-chart, based on a statistic of your choice.
Recently Created Issues Report Shows the rate at which issues are being created.
Resolution Time Report Shows the average time taken to resolve issues.
Single Level Group By Report Shows the search results from an issue filter, grouped by a field of your choice.
Time Since Issues Report Shows the number of issues for which your chosen date field (e.g. 'Created') was set on a given date.
User Workload ReportShows how much work a user has been allocated, and how long it should take.
Version Time Tracking Report Shows progress towards completing a given version, based on issues' work logs and time estimates.
Version Workload ReportShows how much outstanding work there is (per user and per issue) before a given version is complete.
Workload Pie Chart ReportDisplays the relative workload for assignees of all issues in a particular project or issue filter.
Time Tracking ReportIf Time tracking is enabled: Displays useful time tracking information on issues for a particular version of a project.

Custom Gadgets and Dashboards

Filter and Gadgets
The basis of almost any custom reporting is the Issue Navigator that enables  you to slice and dice the data in JIRA in almost any way imaginable. The queries in the Issue Navigator can be created by using either a simple search or a JQL statement in the advanced search. Most important for reporting is that the searches can be saved as filters which can be shared to an individual user, group, the entire organization and with a reporting Gadget. This allows a plug-and-play configuration of reporting gadgets with Filters created by the user itself or those shared with her/him. Issues resulting from filters are displayed in the Browser but can also be exported using various formats like Excel, XML, etc.

Trends and historic searches
Worth mentioning is the capability of JQL to not only search for issues that fulfill criteria in the current time but also identify issues based on historic occurrences and trends. Operators like "changed", "after", "before" and "during" enable to combine criteria on past statuses with present criteria, e.g.  for the identification of issues whose priority has been changed or components whose issues have been spilled over to the next version. For more information, see the JQL Reference.

Dashboards
Gadgets are added and arranged in a JIRA Dashboard. Being the first visible screen after entering JIRA, the Dashboard enjoys great visibility and has become the primary place in the system to view reports of JIRA data and connected systems. The Dashboard lends itself very well to reporting with its support of customized layoutmultiple Dashboard pages and ability to change the look and behavior of each Gadget. Furthermore, Dashboard pages can be shared with a user, group or the entire organization. This makes Dashboards the perfect tool to create and share Report pages dedicated to specific projects and types of reporting. 

Please see a list of currently pre-installed JIRA Gadgets below. There are also a large number of other Gadgets available that retrieve data from other Atlassian systems. Please see the big list of all Atlassian Gadgets for more information. Now, the JIRA Gadgets: 

Reporting Gadget for JIRA DataDescription
Activity StreamThe Activity Stream Gadget displays a summary of your recent activity.
AdministrationThe Administration Gadget displays quick links to administrative functions.
Assigned to MeThe Assigned To Me Gadget displays all open issues in all projects assigned to the current user viewing the dashboard.
Average AgeThe Average Age Gadget displays a bar chart showing the average number of days that issues have been unresolved.
Bugzilla ID SearchThe Bugzilla ID Search Gadget allows the user to search all JIRA issues for references to Bugzilla IDs.
CalendarDisplays issues and versions in calendar format, based on due date.
Created versus Resolved IssuesDisplays a list of all the issue filters that you have marked as favourite.
Favourite FiltersThe Favourite Filters Gadget displays a list of all the issue filters that have currently been added by you as a favourite filter.
Filter ResultsThe Filter Results Gadget displays the results of a specified issue filter.
Heat MapDisplays the relative weighting of the values in a given field, for issues returned from a given project or filter.
Issues in ProgressDisplays all issues that the current user is working on.
IntroductionThe Introduction Gadget displays a configurable introduction message on the dashboard.
Issue StatisticsThe Issue Statistics Gadget displays the collection of issues returned from a specified filter, broken down by a specified field.
LabelsDisplays a list of all the labels in a specified project.
Pie ChartThe Pie Chart Gadget displays issues from a project or issue filter, grouped by a statistic type, in pie-chart format. The issues can be grouped by any statistic type (e.g. Status, Priority, Assignee, etc).
ProjectsThe Projects Gadget provides information and various filters related to a specified project(s).
Quick LinksThe Quick Links Gadget displays a number of useful links to issues associated with the current user.
Recently Created IssuesThe Recently Created Issues Gadget displays a bar chart showing the rate at which issues are being created, as well as how many of those created issues are resolved.
Resolution TimeThe Resolution Time Gadget displays a bar chart showing the average resolution time (in days) of resolved issues.
Road MapThe Road Map Gadget shows versions which are due for release within a specified period of time, and a summary of progress made towards completing the issues in those versions.
TextDisplays a configurable HTML message.
Time Since ChartDisplays a bar chart showing the number of issues that something has happened to within a given time period. The 'something has happened' is based on a date field that you choose, such as 'Created', 'Updated', 'Due' or 'Resolved'.
Two-Dimensional Filter StatisticsDisplays statistical data based on a specified filter in a configurable table.
Voted IssuesDisplays issues for which the current user has voted.
Watched IssuesDisplays issues that the current user is watching.

More output formats

Next to feeding Gadgets, filters can also provide their data in different output formats. That enables the consumption of that data by third party tools:

FormatDescription
ChartsSimilar to the Chart Reports or Gadgets mentioned above, it is possible to feed the results of a current search directly to a chart.
RSSIt is possible to turn the result list of a filter into an RSS feed which can then in turn be subscribed to. This is less relevant for report decks but a great way to realize alerts in case issues meet certain criteria.
EmailSimilar to the RSS feed, a filter can also be subscribed to via Email in which case new issues found under the filter will be sent to the user's inbox. A good way to implement Alert notification.
Microsoft WordWith the MS Word output, JIRA provides the details of all issues produced by the filter in one Word file. This is very useful if documents need to be created that contain details such as the description of issues. An example could be aiding the creation of a Statement of Work (SoW) that consists of deliverables which are each defined in JIRA issues and tagged in a way that they can be summarized with a filter.
Microsoft ExcelMS Excel is still one of the most common reporting tools and is supported with this output format. Exported data can then be imported into Pivot Tables or modified using the many other Excel functionalities.
XMLJIRA also supports Issue Navigator output in XML to be used by other applications (such as Confluence with its JIRA Issues Macro). The XML response can thereby be configured to only include a number of requested fields.

Advanced Output Formats

In addition to the pre-installed reports, gadgets and output formats, it is also possible to access JIRA data through more advanced methods. Please be mindful though that some of these methods are not supported by Atlassian support and should be only applied with the help of an Expert. 

Advanced ToolDescription
REST APIIt is possible to request data from JIRA via its REST API. This will require either configuration of a third party tool or programming.
SQL

It is possible, however not recommended (see below), to access the JIRA Database directly via SQL. The advantage once SQL queries are set up is that its data can then be exported and joined with other data. See the JIRA Community space for some Examples of JIRA SQL queries. For other queries, please study JIRA's database schema.

(warning) The JIRA database schema is not set in stone and can change with an upgrade. Make sure that you plan effort to adjust your SQL reports according to future database changes.

Add-Ons

Next to the pre-installed features that JIRA provides out-of-the-box, there are plenty of reporting related add-ons available on Atlassian Marketplace. Given the sheer mass of add-ons on the Marketplace, please see below the most popular listed with each subchapter linking to the full list of add-ons. All the listed Add-Ons support at least JIRA 5.0 and are actively supported by their vendor.

JIRA Agile Reporting Tools

The JIRA Add-On JIRA Agile offers a number of reporting gadgets and tools that are specifically targeted to agile project management:

JIRA Agile  Reporting Tool

Description

Scrum Board

Displays issues from one or more projects, in a flexible way of viewing, managing and reporting on work in progress for teams that work in sprints (iterations).

Kanban Board

Displays issues from one or more projects, in a flexible way of viewing, managing and reporting on work in progress for teams that focus on managing and constraining their work-in-progress.

Control Chart

Shows the cycle time or lead time for your product, version or sprint.
Cumulative Flow ChartAn area chart that shows work-in-progress for a product, version or sprint.
Burndown ChartShows the actual and estimated amount of work to be done in a sprint.
Sprint ReportShows the list of issues in each sprint. It is useful for your Sprint Retrospective meeting, and also for mid-sprint progress checks.
Velocity ChartShows the amount of value delivered in each sprint, enabling you to predict the amount of work the team can get done in future sprints.

Add-on gadgets

Add-OnSubcategorySupportedDescription

eazyBI Reports and Charts for Jira

Report, gadgetsby eazyBI

eazyBI is a powerful Jira reports, charts, and dashboards app. With eazyBI you can analyze and visualize Jira, Jira Service Desk, DevOps metrics, and data from most popular marketplace apps with an easy-to-use drag-and-drop custom report builder.

Arsenale DataplaneReportby ArsenaleDataplane is designed for metrics-focused technical, product and project managers who require sophisticated charting and analysis of KPIs and trends in their JIRA data. 
Tempo - Painless Time Tracking and ReportingTime Trackingby TM SoftwareWhatever your drive is for time tracking, resource planning, or project management, look to Tempo for JIRA.Tempo and JIRA provide a painless way to connect your organization's activities and accurately report on them.
JIRA Timesheet Reports and Gadgets PluginGadgets, Time trackingby Andriy ZhdanovThe Timesheet plugin extends JIRA time tracking with pivot reports, a "timesheet report" and corresponding gadgets for JIRA the Dashboard, and REST endpoints for external services.

JIRA Time Tracking And Billing Reporting Collection

Time Trackingby jPlugsJira Time Tracking Reporting Collection is a set of reports and gadgets presenting time tracking data. Version 3.40 for Jira 4 (and partly also version 3.06 for Jira 3.13.x) has also a significant better performance than earlier versions.
Column Order Gadget PluginVisualizationby CelixThe Celix Column Order Gadget Plugin enables a new gadget with a user-defined order of columns (Column Order Gadget). 

Report BuilderReport, Gadgetsby Actonic GmbHBenefit from the wealth of your existing Jira data by turning it into meaningful and easy to understand reports. Use templates or switch to expert mode and create custom reports from scratch! Enjoy full flexibility with HTML and JavaScript to exactly implement your individual requirements. Finally, add your reports as gadgets to your Jira dashboard for easy access. If you have specific needs, use Actonic's Report Building Service to have any report imaginable created for you! Interested to see more? Book a free demo here.

For more, see the complete listings of JIRA related gadgets on Atlassian Marketplace.

Reporting Add-Ons

Add-OnSubcategorySupportedDescription

eazyBI Reports and Charts for Jira

Report, gadgetsby eazyBI

eazyBI is a powerful Jira reports, charts, and dashboards app. With eazyBI you can analyze and visualize Jira, Jira Service Desk, DevOps metrics, and data from most popular marketplace apps with an easy-to-use drag-and-drop custom report builder.

Arsenale Dataplane Reportingby ArsenaleDataplane is designed for metrics-focused technical, product and project managers who require sophisticated charting and analysis of KPIs and trends in their JIRA data. 

Custom Charts for Jira - Reports

Reportingby Old Street Solutions

Effortless creation of charts, reports and dashboards for your Jira & JSM data. Build, customize and share in seconds

JQL Tricks PluginData extractionBy J-TricksJQL Tricks plugin is a plugin which has a set of useful JQL Functions for JIRA. Those include simple JQL functions to complex ones. Use this to further refine your filters that you use for report generation.
Craftforge JQL Functions PluginData extractionBy Craftware Sp. z o.o.Set of JQL functions extending JIRA search capabilities, especially full subqueries support based on saved filters (subquery) and relations/links between issues. Works on any issue link/relation, even subtask/parent relation.
JIRA Command Line InterfaceData extractionby Bob Swift Software LLC

The command line interface enables you to remotely access a JIRA instance, providing a convenient way to automate JIRA operations. Through this add-on, it is possible to retrieve issues from JIRA (e.g. through the getIssueList action) that can then be processed on a script level and serve as input for reporting.

Report BuilderReport, Gadgetsby Actonic GmbHBenefit from the wealth of your existing Jira data by turning it into meaningful and easy to understand reports. Use templates or switch to expert mode and create custom reports from scratch! Enjoy full flexibility with HTML and JavaScript to exactly implement your individual requirements. Finally, add your reports as gadgets to your Jira dashboard for easy access. If you have specific needs, use Actonic's Report Building Service to have any report imaginable created for you! Interested to see more? Book a free demo here.

For more, see the complete list of Image, Visualization & Reporting Add-Ons for JIRA on Atlassian Marketplace.

Connectors to Third Party Reporting software

Add-OnThird Party ToolSupportedDescription

Power Dashboards, Reports & Gadgets

Perform complex calculations, reporting visualizations, pre-built reports. Create reports using HTML, CSS and JavaScript

By Appfire

nFeed - Connecting Databases, Remote Files, and Web Services to JIRASQL Databases, Remote Files, REST web servicesBy ValiantysnFeed can query any data source, and select multiple values directly within your JIRA screens.

Power BI Connector for JiraNo-code Power BI Jira integration. Connect Jira to Power BI and build custom Jira reports easily. Use templates for a quick startBy Alpha Serve
  • Various Filtering Options, including Basic filters or JQL
  • Export any Jira fields including Custom fields, History, Agile
  • Power Query support: merge Jira with other data sources (CRM, SAP, ITSM etc) in a single analytics
  • Permission and Sharing settings for secured Jira data sharing and access management
  • Scheduled refreshes for actual Jira reporting
...



For more, see the complete list of Integration Add-Ons for JIRA on Atlassian Marketplace.

Types of Reporting

As we have looked at all the technical tools, reporting Gadgets and other Add-ons, it is time to focus on why and how we want to use them. 

Please note that especially this section is alive and not set in stone. Please contribute and share your best practices in how to achieve the reporting goals of the different types of reports below.

Individual reporting

Goal: Get an overview of your work assignments and identify possible issues that are in danger to be overdue.

Sub-ReportsExample JQL FilterExamples Reports / Gadgets
Current Work Assignments
assignee = currentUser() AND resolution = Unresolved ORDER BY Priority DESC

Assigned to Me

RSS Feed in combination with Browser Live Bookmarks

Calendar 

Assignments that are overdue or due in the next 7 weeks
assignee = currentUser() AND resolution = Unresolved and duedate <= startOfDay(7) order by duedate asc

Filter Results

Subscribe via Email

Very old open assignments
assignee = currentuser() and resolution = Unresolved and order by createdDate asc

When you copy&paste the XML URL into the Gadget, you can set the tempmax parameter to 5 to show only the 5 oldest issues.

Filter Results
Latest updated issues reported by me
reporter = currentuser() and assignee != currentuser() and resolution = Unresolved order by updatedDate desc
Filter Results
Example of My Issues DashboardExample for JIRA Developer Dashboard

Team reporting

Goal: Remain informed over the workload and performance of your team. 

For these examples to work, your team members need to be part of user group 'team-name' or you will need to add each user name in the JQL manually (not recommended).

Sub-ReportsExample JQL FilterExamples Reports / Gadgets
Assigned to team
assignee in membersOf("team-name") AND resolution = Unresolved ORDER BY Priority DESC

Filter Results

Agile Classic Task Board

Calendar

Assignments that are overdue or due in the next 7 weeks
assignee in membersOf("team-name") AND resolution = Unresolved and duedate <= startOfDay(7w) ORDER BY Priority DESC

Filter Results

Subscribe via Email

Team WorkloadSame as "Assigned to team", but you could break it up by versions or use an add-on gadget.

Tutorial - Tracking a Kanban Team

Workload Add-on

Realtime Team UpdatesIn the activity stream gadget, you can filter the notifications by users (write the user names in the filter separated by space).Activity Stream
The Angry Nerds TeamboardExample Team Dashboard


Release reporting

Goal: One overview of the health and status of an upcoming release. This dashboard should aid the release manager in the decision whether to approve a release. 

Sub-ReportsExample JQL FilterExamples Reports / Gadgets
Open issues assigned to release
project = Your_Project and resolution = Unresolved and fixversion = "Your Version" order by priority desc

Filter Results

Agile Classic Task Board

Overall state of this version
project = Your_Project and fixversion = "Your Version" 

Pie Chart (select resolution as statistic type)

Realtime UpdatesAdd a filter to see the latest updates in the project as the release comes closer. You will have to set the filter in the Activity Stream to the project that the release is relevant to.Activity Stream
Spill over

Issues that were assigned to the last released version but did not make it and were thus spilled over to this version

fixversion was latestReleasedVersion() and fixversion = latestReleasedVersion()

Filter Results

Pie Chart (you can select various attributes as possible statistic type such as component, issuetype, etc)

Issues that were rejected by QA

This example query needs to be adjusted for whatever custom statuses are implemented for QA review.

project = Your_Project and ((status changed from "In QA Review" to "In Progress") or (status changed from "In QA Review" to ToDo)) and fixversion in (Your FixVersions)

Filter Results

Example for a Release Health DashboardExample of a Spill Over Board

The example above additionally shows Bamboo gadgets that show the status and health of Bamboo plans.

Project Management Reporting

Agile Project Management

Goal: Visualize the product backlog, the status of the current Sprint and the preview for the next iteration.

Certainly, the answer for agile project management is JIRA Agile. Please see below a number of sub-reports that are common in agile development:

Sub-ReportExampleExample Report / Gadget
Product Backlog

In this view, you want to see all open issues for your project in a backlog ordered by priority. JIRA Agile has that priority built in so you can rearrange issues by drag&drop.

Alternatively, you could create a filter that orders issues in a project by a custom priority field and show those using the Filter Results gadgets or jiraissues macro in a Confluence page:

project = Your_Project and resolution = unresolved order by "Backlog Order" asc

Whereas "Backlog Order" is your custom field to manage granular priorities among issues.

Scrum Board - Plan Mode

Filter Results

Sprint OverviewIn this subreport, you want to see the status of the current Sprint, especially in regards to the status of its assigned issues. The Column view of JIRA Agile's Scrum Board provides this overview.Scrum Board - Work Mode 
BurndownAn alternative way to visualize the status of the current sprint is to show the actual burn down of story points in context to time - especially the end of the sprint.Burndown Chart
Velocity ChartAs an agile project manager, you will want to be able to predict the team's future velocity based on the past sprints' results. The velocity chart provides this overview.Velocity Chart

Additionally to the examples listed above, there are also more reports available for JIRA Agile

Example Product BacklogExample Sprint OverviewExample Burndown Chart


Traditional Project Management (Waterfall)

Goal: To provide an overview of a project's status in accordance to its plan.

SubreportExampleExample Report / Gadget
Project Overview (Gantt)To provide a project overview including time, tasks and dependencies.

Jira Gantt Chart

Ceptah Bridge (MS Project integration)

Project SummarySee activities, current issues and a 30 day overview of created/resolved issues.

Project Summary

Project Roadmap

See upcoming versions and optionally their assigned tasks.

To see assigned tasks, you can create a filter to show issues of certain types for the respective project and then create a single level group report by fix version.

project = Your_Project and issuetype = "New Feature"

Project Road Map

Single Level Group By Report 

Example Gantt chart with JIRA Gantt ChartExample Project Backlog


Service Management Reporting

Goal: In Service Management reporting, to provide insight of the status of incident, problem and change management as well as provide a decision basis for incident, problem and change control.

Sub-ReportsExample JQL FilterExamples Reports / Gadgets
Open Incidents, Problems, Changes by Priority
project = Your_Project and resolution = Unresolved and issuetype = Respective_Type order by priority desc

Use this JQL as a basis and replace "Your_Project" with your project key if this report is to be project specific. Also replace "Respective_Type" with the issuetype key of either Incident, Problem or Change Request.

Filter Results

JIRA issues macro on a dedicated Confluence page

You could also use JIRA Agile's Board to prioritize Change Requests for example

Recently closed Incidents, Problems, Changes
project = Your_Project and status in (resolved, closed) and resolutiondate >= startofday(-7) and issuetype = Respective_Type order by priority desc

In this query, all issues that have been resolved within the last seven days (-7) are shown.

Filter Results

JIRA issues macro on a dedicated Confluence page

Recently opened Incidents, Problems, Changes
project = Your_Project and createdDate < startofday(-7) and issuetype = Respective_Type order by priority desc

In this query, all issues that have been resolved within the last seven days (-7) are shown.

Filter Results

JIRA issues macro on a dedicated Confluence page

Delta of Created vs Resolved
project = Your_Project and issuetype = Respective_Type order by priority desc

Created versus Resolved Issues (with a filter saved with a JQL query to the left)

To quickly visualize in a Chart the overal development of incident / problem management

SLA Compliance

Immediate alert when issues are about to violate the SLA targets. 3rd Party Add-Ons provide this functionality such as VertygoSLA.

In case you don't have an add-on installed, you could also create a filter that catches all open issues that are older than a specific age. This does not reflect a true solution time (since time intervals in which the ticket was 'pending' are counted as well) but will get you started:

project = Your_Project and resolution = unresolved and createdDate < startOfDay(-30) order by createdDate asc

The example above filters for all open issues that are older than 30 days.

VertygoSLA

SLAdiator


Subscribe via Email

Identifying problem areas

Issues that have been reopened on and are now in progress within this month

status = "In Progress" and status was reopened after startOfMonth()

Issues that have been reopened and priority was changed

priority changed and status was Reopened
Filter Results

Time reporting

Goal: Learn about the time spent by team member, by issue and deviation from time budgets / estimates.

SubreportExampleExamples Reports / Gadgets
Time spent per issue

You can see time spent within the issue view.



Time Tracking overviewSee issues, their estimates, spent time and time left.Time Tracking Report 
Time spent per user per issueTo see who spent most time in an issue, you can create a pivot timetracking report with an add-on. Also, you can export the data to a third party application like Excel for further studying.

Timetracking report and portlet

MS Excel

Time logged per userAdd-Ons allow the view on logged time per user within a given time period.

Tempo

JIRA Timesheet Reports and Gadgets Plugin

JIRA Time Tracking And Billing Reporting Collection

Issues with most time spent
project = Your_Project and resolution = unresolved and createdDate < startOfDay(-30) order by createdDate asc
Filter Results
Example: Time Tracking ReportExample: Time logged per user

Cross-Project and Cross-Instance reporting

Goal: Retrieve Key Performance Indicators from multiple projects in either one or multiple instances

A way to achieve this is to make one JIRA server the central reporting instance (from now on referred to as 'central JIRA') and connect it via Applinks to all instances it should report on. Once the link is set up, you can add the gadgets you want to report on to your central JIRA's gadget directory

Subreports

Multi-instance project overview

To have one Dashboard with projects from all of your instances, you can create gadgets at each of these instances and then add their gadget URLs to your central JIRA's gadget repository.

Projects Gadget
Joined reports

If you want to join data from different JIRA instances, you will have to use a third party tool such as BIRT with the PowerReport add-on to bring the JIRA data together. Be mindful however, that each JIRA instance might have different structures such as custom fields, version definitions, etc.

PowerReport


More Resources

Presentations

Killer reporting with JIRA dashboards
Video and Slides


Atlassian Answers


Blog and Knowledge Articles

Work with our Experts

We can help connect you with a right Partner / Expert.  If you're interested for a referral, please contact us.


Comment

 Please note that this is a live document and the best practices here are not set in stone. Please contribute your best practices, questions and comments around reporting to Atlassian Community:



Last modified on Jul 19, 2024

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