This article explains why and how to create a Kanban and sprint-based report using the Board’s action menu for Company-managed spaces.
What are the advantages of using sprint-based reports?
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This method is ideal when you need monitor dependencies for work items within a hierarchy, which belong to a single or to concurrent sprints,
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A report based on a Board allows to track you much quickly work items that last multiple sprint, without leaving the Board navigation.
Features and use cases
How can you create a Kanban or a Scrum board report?
You can create a report for work items on a Kanban board or for sprints on a Scrum board in Company-managed projects (formerly classic) by following the steps below.
For Team-managed projects (formerly next-gen), see the related article.
Using Kanban Board
Atlassian recommends a Kanban board for teams that:
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Manage stories, tasks, and bugs in a continuous flow
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Control work volume from a backlog
To create a report for a Kanban board:
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From the Jira sidebar, click Spaces, select your space, and open its Kanban board.
Alternatively, use the search bar in the top navigation to find and select the Kanban board.
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In the space navigation, select the Kanban board tab.
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Open the actions menu (•••).
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Click Pivot Report.
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Select one of the three report options:
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Active Work items: Generates a report for work items not listed in the Kanban backlog.
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Backlog Work items: Generates a report for work items listed in the Kanban backlog.
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All Work items: Generates a report for all work items.
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Using Scrum Board
Atlassian recommends a Scrum board for teams that:
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Manage stories, tasks, and bugs in sprints.
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Deliver work on a regular schedule.
To create a report for a Scrum board:
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From the Jira sidebar, click Spaces, select your space, and open its Scrum board.
Alternatively, use the search bar in the top navigation to find and select the Scrum board.
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In the space navigation, select the Active sprints or Backlog tab.
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Open the actions menu (•••).
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Click Pivot Report.
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Select one of the 4 report options:
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Active Sprint Work items: Generates a report for all work items in the active sprint (if one exists on the board).
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Future Sprint Work items: Generates a report for all work items in upcoming sprints (if they exist on the board).
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Backlog Work items: Generates a report for all active work items not assigned to an active or future sprint.
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Custom: Opens a Pivot Report Options pop-up, where you can access additional settings.
Custom report options
If you select Custom from the list of report options in Step 5, the Pivot Report Options pop-up appears.
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Select the sprints from the board that you want to include in the report. By default, all four options are selected when the pop-up opens. You can clear any option to refine the report.
The available options are:
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Active: Work items from active sprints (one or more)
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Future: Work items from all future sprints after the active sprint
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Backlog: All active work items not assigned to an active or future sprint
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Last 2 Closed Sprints: Work items from the two most recently closed sprints
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If needed, select the option to include parent work items to expand the report scope. Parent work items are described by Atlassian in a separate article.
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Click Submit to apply your selections.
FAQ
Troubleshooting
If you have questions or need assistance, contact our support team via email or service desk. Our team is available Monday through Friday (9:00 AM to 7:00 PM GMT+7) to help with technical challenges or discuss improvements.