How To Use Confluence To Report On Due Date Versus Resolved Date Of Service Desk

Introduction

I function of ensuring the success and smooth operations of your projects in JIRA is reporting. It involves gaining the noesis about the health, progress and overall condition of your JIRA projects through Gadgets, report pages or even third party applications. The goal of this guide is to provide an overview of the tools available to JIRA users today and how they tin be used to fulfill the different types of reporting needs that users confront today.

Please note that this is a live document and the best practices here are non set up in rock. Please feel complimentary to contribute with comments and share your best practices around reporting!

Allow us first outset with the out-of-the-box tools available, both pre-installed and available through Atlassian Marketplace. We will expect at each tool from a technical perspective and in the next chapter, meet how they tin be applied to the different types of reporting.

Standard Reporting

JIRA offers reporting in a number of different formats. Project reports that are available from the habitation screen of the selected projection, Gadgets that can exist added and arranged in Dashboards and for each filter, the outcome navigator offers various output formats that can be used in third political party reporting software. Additionally, we will mention some advanced methods that customers have been using.

Standard Reports

In JIRA, a project volition automatically offer standard reports available to the user without any necessary configuration. These standard reports comprise a broad range of reporting applications such equally time tracking, workload and also abstract reports similar Pie Charts that can be used in various means.

Custom Gadgets and Dashboards

Filter and Gadgets
The footing of almost whatever custom reporting is the Issue Navigator that enables you to piece and dice the data in JIRA in almost any way imaginable. The queries in the Result Navigator can be created by using either a simple search or a JQL argument in the advanced search. Most of import for reporting is that the searches tin exist saved as filters which tin be shared to an individual user, grouping, the unabridged 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. Bug resulting from filters are displayed in the Browser but can too be exported using diverse formats similar Excel, XML, etc.

Trends and celebrated searches
Worth mentioning is the adequacy of JQL to not only search for issues that fulfill criteria in the electric current time but likewise identify issues based on historic occurrences and trends. Operators like "inverse", "after", "before" and "during" enable to combine criteria on past statuses with nowadays criteria, e.thousand. for the identification of issues whose priority has been changed or components whose bug take been spilled over to the next version. For more information, see this Blog article on mining JIRA for Gilded and the JQL Reference.

Dashboards
Gadgets are added and arranged in a JIRA Dashboard. Being the showtime visible screen after entering JIRA, the Dashboard enjoys great visibility and has become the master 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 layout, multiple Dashboard pages and power to change the look and behavior of each Gadget. Furthermore, Dashboard pages can exist shared with a user, group or the entire organization. This makes Dashboards the perfect tool to create and share Written report pages defended to specific projects and types of reporting.

Please come across a list of currently pre-installed JIRA Gadgets beneath. There are likewise a large number of other Gadgets bachelor that retrieve data from other Atlassian systems. Please encounter the large list of all Atlassian Gadgets for more data. At present, the JIRA Gadgets:

Reporting Gadget for JIRA Data	Description
Activity Stream	The Activity Stream Gadget displays a summary of your recent activity.
Assistants	The Administration Gadget displays quick links to administrative functions.
Assigned to Me	The Assigned To Me Gadget displays all open issues in all projects assigned to the current user viewing the dashboard.
Average Age	The Boilerplate Age Gadget displays a bar chart showing the average number of days that issues have been unresolved.
Bugzilla ID Search	The Bugzilla ID Search Gadget allows the user to search all JIRA bug for references to Bugzilla IDs.
Calendar	Displays bug and versions in calendar format, based on due date.
Created versus Resolved Issues	Displays a list of all the consequence filters that you have marked as favourite.
Favourite Filters	The Favourite Filters Gadget displays a list of all the issue filters that have currently been added by you lot as a favourite filter.
Filter Results	The Filter Results Gadget displays the results of a specified issue filter.
Heat Map	Displays the relative weighting of the values in a given field, for issues returned from a given project or filter.
Bug in Progress	Displays all issues that the current user is working on.
Introduction	The Introduction Gadget displays a configurable introduction message on the dashboard.
Outcome Statistics	The Issue Statistics Gadget displays the collection of issues returned from a specified filter, broken downward by a specified field.
Labels	Displays a list of all the labels in a specified project.
Pie Chart	The Pie Nautical chart Gadget displays bug from a project or issue filter, grouped by a statistic type, in pie-chart format. The bug can be grouped by any statistic type (e.g. Status, Priority, Assignee, etc).
Projects	The Projects Gadget provides information and various filters related to a specified project(s).
Quick Links	The Quick Links Gadget displays a number of useful links to issues associated with the electric current user.
Recently Created Issues	The Recently Created Issues Gadget displays a bar chart showing the charge per unit at which issues are beingness created, also as how many of those created issues are resolved.
Resolution Time	The Resolution Fourth dimension Gadget displays a bar nautical chart showing the average resolution time (in days) of resolved issues.
Route Map	The 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.
Text	Displays a configurable HTML message.
Time Since Chart	Displays a bar chart showing the number of bug that something has happened to inside a given fourth dimension menses. The 'something has happened' is based on a appointment field that you lot cull, such as 'Created', 'Updated', 'Due' or 'Resolved'.
Two-Dimensional Filter Statistics	Displays statistical information based on a specified filter in a configurable table.
Voted Issues	Displays issues for which the current user has voted.
Watched Issues	Displays issues that the current user is watching.

More output formats

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

Format	Description
Charts	Similar to the Chart Reports or Gadgets mentioned above, it is possible to feed the results of a current search directly to a chart.
RSS	Information technology is possible to turn the upshot listing of a filter into an RSS feed which tin can then in plow be subscribed to. This is less relevant for report decks just a great way to realize alerts in case bug meet sure criteria.
Electronic mail	Like to the RSS feed, a filter tin too exist subscribed to via Email in which example new problems found under the filter will be sent to the user'due south inbox. A good way to implement Alert notification.
Microsoft Word	With the MS Word output, JIRA provides the details of all problems 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 bug and tagged in a way that they tin exist summarized with a filter.
Microsoft Excel	MS Excel is still i of the most common reporting tools and is supported with this output format. Exported data tin can and then be imported into Pivot Tables or modified using the many other Excel functionalities.
XML	JIRA also supports Result Navigator output in XML to be used by other applications (such as Confluence with its JIRA Issues Macro). The XML response can thereby exist configured to just include a number of requested fields.

Advanced Output Formats

In addition to the pre-installed reports, gadgets and output formats, information technology is also possible to access JIRA data through more than avant-garde methods. Please be mindful though that some of these methods are non supported by Atlassian back up and should be only applied with the help of an Expert.

Advanced Tool

Description

Residual API

Information technology is possible to request data from JIRA via its REST API. This will crave either configuration of a third political party tool or programming.

SQL

It is possible, however non recommended (run into beneath), to access the JIRA Database direct via SQL. The advantage once SQL queries are set up is that its information tin then be exported and joined with other data. Meet the JIRA Community space for some Examples of JIRA SQL queries. For other queries, please study JIRA's database schema.

The JIRA database schema is not set up in stone and can change with an upgrade. Make sure that you program effort to adjust your SQL reports according to futurity database changes.

Add together-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 Market, delight see beneath the most popular listed with each subchapter linking to the total listing of add together-ons. All the listed Add together-Ons support at least JIRA five.0 and are actively supported by their vendor.

JIRA Active Reporting Tools

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

JIRA Agile Reporting Tool	Description
Scrum Lath	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 fashion of viewing, managing and reporting on work in progress for teams that focus on managing and constraining their work-in-progress.
Control Chart	Shows thecycle time orlead time for your product, version orsprint.
Cumulative Period Chart	An surface area chart that shows work-in-progress for a product, version or sprint.
Burndown Chart	Shows the actual and estimated amount of work to exist done in adart.
Sprint Report	Shows the listing of issues in each sprint. It is useful for your Sprint Retrospective meeting, and besides for mid-sprint progress checks.
Velocity Chart	Shows the corporeality 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

	Subcategory	Supported	Description
Arsenale Dataplane	Written report	by Arsenale	Dataplane 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 Fourth dimension Tracking and Reporting	Time Tracking	by TM Software	Whatever your drive is for fourth dimension tracking, resource planning, or project management, look to Tempo for JIRA.Tempo and JIRA provide a painless way to connect your organisation's activities and accurately report on them.
JIRA Timesheet Reports and Gadgets Plugin	Gadgets, Time tracking	past Andriy Zhdanov	The 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 Wallboards	Visualization	Past Atlassian	Wallboards show everyone in the room how the team is doing. Burndown charts, broken builds, days left in the sprint, and more. Discover bug while making your morning coffee, so you can gear up them while drinking it.
JIRA Fourth dimension Tracking And Billing Reporting Collection	Time Tracking	by jPlugs	Jira Time Tracking Reporting Drove is a ready of reports and gadgets presenting time tracking data. Version 3.twoscore for Jira 4 (and partly also version 3.06 for Jira iii.13.x) has too a significant better functioning than earlier versions.
Column Lodge Gadget Plugin	Visualization	past Celix	The Celix Column Guild Gadget Plugin enables a new gadget with a user-defined order of columns (Column Gild Gadget).
JIRA Show Saved Filter with Columns Plugin	Visualization	by jPlugs	Evidence Saved Filter With Columns extends Atlassian's Filter Results Gadget. The user can specify not but which columns to display but also the column order.
Jira Gantt Chart	Visualization	by jPlugs	Jira Gantt Nautical chart gives yous several dissimilar Gantt Charts implementations as gadgets, reports, project, version and issue tabs.
Workload	Chapters Tracking	By DEISER	Workload Plugin for Jira shows the workload charge per unit of a designed Jira user group in a calendar.

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

Reporting Add-Ons

Add together-On		Subcategory	Supported	Description
	Arsenale Dataplane	Reporting	past Arsenale	Dataplane is designed for metrics-focused technical, product and project managers who crave sophisticated charting and analysis of KPIs and trends in their JIRA data.
	JIRA PDF View Plugin	Report	Past Midori Global Consulting Kft.	Exports JIRA bug and effect lists (filters, searches, release notes, etc.) to customizable PDF documents. You lot can customize the content (what to export), the look and layout and the data processing logic. Advanced features include charts and data visualization, embedding attachments, and calculation document metadata.
	JIRA Charting Plugin	Report	By Atlassian	A plugin providing various charts and reports for JIRA. These charts and reports provide a visual representation of a project or a saved filter in dissimilar contexts.
	JQL Tricks Plugin	Data extraction	By J-Tricks	JQL Tricks plugin is a plugin which has a set of useful JQL Functions for JIRA. Those include simple JQL functions to complex ones. Employ this to further refine your filters that you use for study generation.
	Craftforge JQL Functions Plugin	Data extraction	By Craftware Sp. z o.o.	Fix of JQL functions extending JIRA search capabilities, especially full subqueries support based on saved filters (subquery) and relations/links between problems. Works on any consequence link/relation, even subtask/parent relation.
	JIRA Control Line Interface	Data extraction	by 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 improver, it is possible to retrieve problems from JIRA (e.one thousand. through the getIssueList action) that can and so be processed on a script level and serve as input for reporting.
	Service Level Agreements in JIRA with VertygoSLA	Data enrichment	By Valiantys	VertygoSLA by Valiantys gives organizations the opportunity to support their SLA (Service Level Agreement). You will exist able to manage rules like : Each major incident in my projects must exist assigned in 1 hour and resolved in less than 4 hours.
	Study Architect	Study	byActonic GmbH	Report Builder contains a lot of useful reports for you lot daily needs.
...

For more than, run into the complete list of Prototype, Visualization & Reporting Add together-Ons for JIRA on Atlassian Marketplace.

Connectors to Third Party Reporting software

Add-On		Third Political party Tool	Supported	Description
	PowerReport	BIRT	Past Valiantys	Based on the Eclipse BIRT Open Source project, PowerReport developed by Valiantys is a plugin which dramatically improves your reporting capabilities in JIRA. Noteworthy is the ability of BIRT to receive and process data coming from multiple instances of JIRA which makes it a possible reporting platform for JIRA federations.
	Crystal Reports Add-on for JIRA	Crystal Reports	By Go2Group	The Go2Group Crystal Reports Plugin allows JIRA users piece of cake access to the sophisticated reporting capabilities of Crystal Reports. The plugin allows reports developed in Crystal Reports to be run from within the JIRA web interface.
	eazyBI JIRA reports and charts	eazyBI	By EazyOne	eazyBI provides easy and flexible JIRA problems reporting which is more than advanced than standard JIRA reports. Y'all can import JIRA issues both from your own JIRA servers too equally utilise it with Atlassian OnDemand hosted JIRA servers.
	nFeed - Connecting Databases, Remote Files, and Web Services to JIRA	SQL Databases, Remote Files, REST web services	Past Valiantys	nFeed can query whatsoever data source, and select multiple values directly within your JIRA screens.
	Ceptah Bridge	Microsoft Projection	Past Ceptah Solutions	MS Projection add-in providing integration with JIRA.
...

For more than, run across the complete listing of Integration Add-Ons for JIRA on Atlassian Market.

Types of Reporting

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

Please note that especially this section is live and non fix in stone. Please contribute and share your best practices in how to achieve the reporting goals of the different types of reports below.

Private reporting

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

Sub-Reports	Instance JQL Filter	Examples Reports / Gadgets
Current Work Assignments	`assignee = currentUser() AND resolution = Unresolved Social club Past Priority DESC`	Assigned to Me RSS Feed in combination with Browser Live Bookmarks Calendar
Assignments that are overdue or due in the next seven weeks	`assignee = currentUser() AND resolution = Unresolved and duedate <= startOfDay(seven) order past duedate asc`	Filter Results Subscribe via E-mail
Very old open assignments	`assignee = currentuser() and resolution = Unresolved and order by createdDate asc` When y'all copy&paste the XML URL into the Gadget, you lot can set the tempmax parameter to five to show just the 5 oldest bug.	Filter Results
Latest updated issues reported by me	`reporter = currentuser() and assignee != currentuser() and resolution = Unresolved guild by updatedDate desc`	Filter Results

Instance of My Issues Dashboard	Example for JIRA Programmer Dashboard

Team reporting

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

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

Sub-Reports	Case JQL Filter	Examples Reports / Gadgets
Assigned to team	`assignee in membersOf("team-name") AND resolution = Unresolved Lodge 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-proper noun") AND resolution = Unresolved and duedate <= startOfDay(7) ORDER BY Priority DESC`	Filter Results Subscribe via E-mail
Team Workload	Same every bit "Assigned to team", only you could break it upwards by versions or use an add-on gadget.	Tutorial - Tracking a Kanban Team Workload Add-on
Realtime Team Updates	In the action stream gadget, you can filter the notifications by users (write the user names in the filter separated by space).	Action Stream

The Aroused Nerds Teamboard	Example Team Dashboard

Release reporting

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

Sub-Reports	Case JQL Filter	Examples 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 Nautical chart (select resolution as statistic type)
Realtime Updates	Add a filter to come across the latest updates in the project equally the release comes closer. You volition accept to set up the filter in the Activeness Stream to the projection that the release is relevant to.	Activity Stream
Spill over	Issues that were assigned to the final 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 every bit possible statistic type such every bit component, issuetype, etc)
Bug that were rejected past QA	This example query needs to be adjusted for whatever custom statuses are implemented for QA review. `project = Your_Project and ((condition 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 Wellness Dashboard	Instance of a Spill Over Board

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

Project Management Reporting

Agile Project Management

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

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

Sub-Study	Example	Example Written report / Gadget
Product Excess	In this view, you want to see all open bug for your projection in a excess ordered past priority. JIRA Agile has that priority built in so you can rearrange issues by elevate&drop. Alternatively, yous 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 amid issues.	Scrum Board - Programme Mode Filter Results
Sprint Overview	In 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'southward Scrum Board provides this overview.	Scrum Board - Work Mode
Burndown	An culling way to visualize the status of the current dart is to testify the actual burn downwards of story points in context to time - especially the end of the sprint.	Burndown Chart
Velocity Chart	As an agile projection director, you will desire to be able to predict the team's future velocity based on the past sprints' results. The velocity chart provides this overview.	Velocity Nautical chart

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

Example Product Backlog	Example Sprint Overview	Instance Burndown Chart

Traditional Project Management (Waterfall)

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

Subreport Example Example Report / Gadget

Project Overview (Gantt)

To provide a projection overview including time, tasks and dependencies.

Jira Gantt Chart

Ceptah Span (MS Project integration)

Project Summary

Run across activities, electric current bug and a thirty mean solar day overview of created/resolved bug.

Project Summary

Projection Roadmap

See upcoming versions and optionally their assigned tasks.

To see assigned tasks, you tin can create a filter to evidence issues of sure types for the respective projection and then create a single level group report by fix version.

                        project = Your_Project and issuetype = "New Feature"

Project Road Map

Unmarried Level Group By Study

Example Gantt nautical chart with JIRA Gantt Chart	Instance Project Excess

Service Direction Reporting

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

Sub-Reports	Instance JQL Filter	Examples Reports / Gadgets
Open Incidents, Problems, Changes by Priority	`project = Your_Project and resolution = Unresolved and issuetype = Respective_Type order by priority desc` Apply this JQL as a basis and supercede "Your_Project" with your projection key if this report is to be project specific. Likewise replace "Respective_Type" with the issuetype key of either Incident, Problem or Alter Request.	Filter Results JIRA issues macro on a dedicated Confluence folio You could as well utilize JIRA Active'due south Board to prioritize Change Requests for example
Recently closed Incidents, Problems, Changes	`project = Your_Project and condition in (resolved, closed) and resolutiondate < startofday(-7) and issuetype = Respective_Type order by priority desc` In this query, all issues that have been resolved inside the last seven days (-7) are shown.	Filter Results JIRA issues macro on a defended Confluence page
Recently opened Incidents, Issues, Changes	`projection = Your_Project and createdDate < startofday(-7) and issuetype = Respective_Type order by priority desc` In this query, all problems that have been resolved within the last vii days (-7) are shown.	Filter Results JIRA bug 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 Bug (with a filter saved with a JQL query to the left) To apace visualize in a Nautical chart the overal development of incident / trouble management
SLA Compliance	Immediate alarm when issues are most 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 truthful solution time (since time intervals in which the ticket was 'awaiting' are counted too) but will go you started: `project = Your_Project and resolution = unresolved and createdDate < startOfDay(-30) lodge by createdDate asc` The instance above filters for all open up issues that are older than thirty days.	VertygoSLA SLAdiator Subscribe via Email
Identifying problem areas	Problems that have been reopened on and are now in progress inside this month `status = "In Progress" and status was reopened later on startOfMonth()` Issues that have been reopened and priority was changed `priority changed and condition was Reopened`	Filter Results

Time reporting

Goal: Larn about the fourth dimension spent past team fellow member, by issue and divergence from time budgets / estimates.

Example: Time Tracking Report	Example: Fourth dimension logged per user

Cantankerous-Projection and Cross-Case reporting

Goal: Call up Fundamental Functioning Indicators from multiple projects in either one or multiple instances

A way to accomplish this is to make one JIRA server the central reporting example (from now on referred to as 'central JIRA') and connect information technology via Applinks to all instances information technology should report on. Once the link is prepare, you can add together the gadgets you desire to report on to your central JIRA'due south gadget directory.

Subreports
Multi-instance projection overview	To accept one Dashboard with projects from all of your instances, yous tin create gadgets at each of these instances and so add their gadget URLs to your central JIRA's gadget repository.	Projects Gadget
Joined reports	If yous 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 even so, that each JIRA case might have different structures such as custom fields, version definitions, etc.	PowerReport

More Resource

Presentations

Killer reporting with JIRA dashboards

Video and Slides

Atlassian Answers

Blog and Noesis Articles

JIRA 5 Deep Swoop – Upgrade to JIRA 5 and Mine for Gold (March 2012)
5 Steps to Build a Killer Dashboard: the data y'all need, when you demand it (September, 2012)
The JIRA Dashboard at the center of your development process (May, 2010)
Best Practice: Using JIRA For Time Tracking
Importing JIRA information to Google Apps (September, 2009)

Piece of work with our Experts

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

Please note that this is a alive document and the best practices here are not set in stone. Delight contribute your all-time practices, questions and comments effectually reporting to Atlassian Answers: