This article explains why and how to create a Kanban and sprint-based report using the Board’s action menu for Company-managed projects.
What are the advantages of using sprint-based reports?
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This method is ideal when you need monitor dependencies for issues 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 issues 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 issues on a Kanban board, or generate a report for sprints on a Scrum board.
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 Jira’s top navigation bar, click Projects, and select your project.
Alternatively, use the top navigation to click on Boards and select the Kanban board.
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In the project sidebar, select Kanban board.
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Open the Pivot Report dropdown.
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Select one of the three report options:
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Active Issues: Generates a report for issues not listed in the Kanban backlog.
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Backlog Issues: Generates a report for issues listed in the Kanban backlog.
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All Issues: Generates a report for all issues.
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Theses steps can be repeated for a Kanban Board within a Demo environment.
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 Jira’s top navigation bar, click Projects, and select your project.
Alternatively, use the top navigation to click on Boards and select the Scrum board.
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In the project sidebar, select Active sprints or Backlog.
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Open the Pivot Report dropdown.
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Select one of the 4 report options.
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Active Sprint Issues: Generates a report for all issues in the active sprint (if one exists on the board).
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Future Sprint Issues: Generates a report for all issues in upcoming sprints (if they exist on the board).
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Backlog Issues: Generates a report for all active issues 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 two 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: Issues from active sprints (one or more)
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Future: Issues from all future sprints after the active sprint
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Backlog: All active issues not assigned to an active or future sprint
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Last 2 Closed Sprints: Issues from the two most recently closed sprints
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If needed, select the option to include parent issues to expand the report scope. Parent issues are described by Atlassian in a separate article.
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Click Submit to apply your selections.
Theses steps can be repeated for a Scrum Board within a Demo environment.
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.