Missing Epic Report & Sprint Report

[Jonathan Kim]

When I click on the Report in JIRA, I see different reports but it's clearly missing EPIC report and SPRINT report.  Is this an access issue?

[Pramodh M · Accepted solution]

Hi @Jonathan Kim 

Are you using Sprints on your board?

Clearly, these reports need either active sprints or closes sprints for data to show

Navigate to the board you are seeing the issues from and then navigate to the reports!!

Thanks,
Pramodh

[Pramodh M]

FYI

It may be Kanban Project for one reason!!

[Jonathan Kim]

We do not use sprints.  

Is there a way to generate a Time Tracking report based on Epic?  We have a bunch of story/task tickets in a project.  If we link these story/task tickets to their Epics, will I be able to generate a Time Tracking report categorized by their Epics?

[Andreas Haaken _APTIS_]

Hi Jonathan , 

Epic Sum Up (our plugin) does this by adding a summary panel that shows the time logg (and many more). From that panel and all other progressbars, you may open a Detail View and send your Issues to the build in Timesheet:

Do you think that helps?

[Jonathan Kim]

Hi Andreas,

Is Epic Sum Up (plugin) the only way to generate such reports?  Is there a charge for this plugin?  Isn't there a way within JIRA without using this plugin?  

[Andreas Haaken _APTIS_]

Well there are a lot of reports that may help you, but Jira is intended to solve anything in a basic Jira way. And time tracking per Epic is not the agilest way ;) 
So the let these "corner cases" be done by apps. 
There are many other plugins that do help you in this area, but Epic Sum Up is the only one that adds a summary panel with self definable metrics so you have a live report on many dimensions at once. 

As far as I know the reports that are out of the box handle epics as parts of a project and not a projects itself. So they are scoping based on a different philosophy. That is by the way the reason for us to build Epic Sum Up: we use epics as projects. 

Maybe this article on LinkedIn brings more light to this.

[Jonathan Kim]

Hi Andreas,

Our situation is, we define a project and create some epics within this project.  We then have stories and tasks which are linked to their own epics.  Now we have all stories and tasks within this project and linked to their epics (categorized).

I need to run a report which can show all stories and tasks by their epics.  So, there is nothing out of the box which can generate this type of epic reports (all within the same project)?

[Andreas Haaken _APTIS_]

Hi @Jonathan Kim , 

well you need to define what to see (JQL) and a report that understands the structure of your projects. 

here are some examples from Epic Sum Up that summarize values to the content of a filter: in this case Epics of a Project

The progress bars summarize the logged time (but can be anything else and more than just one metric). By a click on a progress bar you will get to the screenshot above (Detail View)

But if you want to see the structure and summaries of your complete project: you can use the JQL View of Epic Sum Up:

Is that what you are thinking of?

[Jonathan Kim]

Andreas,

That looks great.  Can all these be done even though we use project based solution (not Agile/Scrum based)?

Can all these be done by the use of Epic Sum Up?

[Jonathan Kim]

Andreas,

I just tried the out-of-box  report.  Time Tracking Report (Forecast & Management).  It shows the hierarchical structures for Stories with their subtasks, but it does not show it for Epics.  I guess we will need to use Epic Sum Up as you suggested in order to see the hierarchy for each Epic with its stories (with subtasks) and tasks.

[Andreas Haaken _APTIS_]

Hi @Jonathan Kim , 

If you need help to set up up, just email me at:

a.haaken@aptis.info

I can help you to get the most out of it. ;)

and: yes Epic Sum Up can do this..

[Jonathan Kim]

Hi Andreas,

Please see my questions below:

     1) Price for this plugin

     2) Is any of this our data maintained outside JIRA Cloud? Which vendor supports Epic Sum Up plugin?

     3) Does totals roll up to Epic level (from all its stories, subtasks and tasks)?

[Andreas Haaken _APTIS_]

Hi @Jonathan Kim , 

1. see the markeplace for prices: it depends on your user count ;) 

2. There is not data stored outside of Jira, Epic Sum Up does just display what is  already there and give more options for live reports and editing. We are the vendor of Epic Sum Up (APTIS) - Epic Sum Up is my "baby", I am the product manager :D

3. yes, it rolls up whatever you want. We support Advanced Roadmaps very soon so that you may see even more. 

Hope that helps.. I am happy to talk about your case if you want

[Jonathan Kim]

Andreas,

Is it possible to generate reports by time periods (weekly, monthly, quarterly, yearly)?

[Jonathan Kim]

Andreas,

Can we also capture all stories, tasks and subtasks created/updated (which are linked to Epics) for a certain period in a hierarchy report?

We can perhaps define a period for epics/stories/tasks updated using a filter or something.

[Jonathan Kim]

Hi Andreas,

Is this tool used for just reporting or can we use it to enter our times (using JIRA issues) easily like Tempo Timesheet?

[Jonathan Kim]

We will attend a demo session at 9:30am EST on Feb 2.

[Jack Brickey · Accepted solution]

What is shown in your Reports view depends on the type of project and methodology you are using. Please share an image of your software project page including your board. Then also share an image of your reports screen.

[Jonathan Kim]

We use project based approach.  Under each project, we have epics.  Within each epic we have stories & tasks.  Stories have subtasks as well.

[Jonathan Kim]

Rahul,

Is it possible to generate reports by time periods (weekly, monthly, quarterly, yearly)?

[Rahul_RVS]

Hi @Jonathan Kim 

We have issue created filter, wherein you can search for Epics created between a date range.

I am not sure, if  that is what you are looking for ?

Thanks

Rahul

[Jonathan Kim]

Rahul,

Yes, we can define periods for Epics created or updated between a date range. 

Can we also capture all stories, tasks and subtasks created/updated (which are linked to Epics) in a hierarchy report?

[Jonathan Kim]

Hi Rahul,

Also, is this tool used for just reporting or can we use it to enter our times (using JIRA issues) easily like Tempo Timesheet?

[Rahul_RVS]

Hi @Jonathan Kim 

The fields are editable on the screen.

You can enter time spent, remaining estimate, original estimate, story points, status, summary name etc fields right on the report screen.

We also have a Timesheet screen, wherein you can enter time for multiple issue for multiple days from a single screen

Thanks

Rahul

[Jonathan Kim]

Oh, so, it will be similar to Temp Timesheet?  This will be super!

[Jonathan Kim]

I have seen your posting in Atlassian MarketPlace.  I see that we can enter/edit time for issues.  Is there a timesheet template where each user can use to enter his/her own times (linked to each issue)?  Also, can we generate time reports (weekly, monthly, quarterly & yearly) by users rather than Epic/Story/Task?

[Jonathan Kim]

Rahul,

I just emailed support@rvsoftwares.in for the demo session.  Please get back with available times slots for EST.

Thanks.

[Rahul_RVS]

Thanks @Jonathan Kim

Have replied on your email.

Thanks

Rahul

[Dmitry Astapkovich _Colined_]

Hi @Jonathan Kim

Yet another 3rd party app for this task could be Pivot Report for Jira we develop:

Answers to your questions:

1) Price for this plugin can be found on the Marketplace

2) Is any of this our data maintained outside JIRA Cloud? Which vendor supports this plugin? 

Vendor name is Colined. No data from issues is stored outside your Jira. Here's our Cloud Security Policy with more details. 

3) Do totals roll up to Epic level (from all its stories, subtasks and tasks)? Yes, the report does exactly this. 

If you need a demo or more information, please let me know here or da@colined.com

[Jonathan Kim]

Dmitry,

Is it possible to generate reports by time periods (weekly, monthly, quarterly, yearly)?

[Dmitry Astapkovich _Colined_]

@Jonathan Kim , 

It does depend on what you mean by that. Basically there are two options to report by a time period:

1. Create a time related search, e.g. all issues modified within certain date range, like 

issuekey IN updatedBy(jsmith, "2018/06/01", "2018/08/31")

 Then build the report based on search results. 

2. If you use time tracking (Jira default or Tempo), you can create reports based on worklogs for a specific range. Here's an example of a report with worklogs grouped by week:


Hope that answers your question. If not, please let me know. 

[Jonathan Kim]

Hi Dmitry,

Your examples #1 & #2 are great.  Can these reports show the hierarchy under each Epic (Epic-->Story-->Subtask or Epic-->Task)?

[Dmitry Astapkovich _Colined_]

@Jonathan Kim , yes, they can. You can even go beyond that and use issue links to create custom hierarchy that goes above Epics:

[Jonathan Kim]

Wow, custom hierarchy report looks awesome!

[Jonathan Kim]

Dmitry,

Can we also capture all stories, tasks and subtasks created/updated (which are linked to Epics) for a certain period in a hierarchy report?

[Dmitry Astapkovich _Colined_]

Sure, it works out of the box. You can define how exactly you are extending source search result to the full hierarchy:

 

[Jonathan Kim]

Hi Dmitry,

Is this tool used for just reporting or can we use it to enter our times (using JIRA issues) easily like Tempo Timesheet?

[Dmitry Astapkovich _Colined_]

Unfortunately, no. We are planning to add Issue View popup soon for editing issues, but it would be just default Jira one, nothing fancy for time logging. 

[Rahul_RVS]

Hi @Jonathan Kim 

As an alternative solution, to visualize your Epic hierarchies and track sum up at each level, you can try out our add-on Agile Tools.

The app shows time spent summed up at Epic level.

Agile Tools - Epic Tree, Links Tree and Time in Status 

Key features of the app are :

1) Links/Portfolio/Advanced Roadmaps Hierarchy :- View/Manage roll up for hierarchy (up to 10 levels), based on your Portfolio/Advanced Roadmaps/Issue Links parent child relationship.

2) Epic Hierarchy :- View/Manage roll up for standard Jira hierarchy. Epic -> User Story -> Subtask

3) Time in Status :- More than 7 types of Time in Status reports to track your issues.

4) Worklogs Report :- Track time spent by resources with multiple filters / category / grouping features

5) Timesheet :- View/Enter your time spent for multiple days

Thanks

Rahul

Epic Hierarchy on Issue Screen as below

[Jack Brickey]

@Rahul_RVS it is important to clearly disclose that you have a vested interest when recommending your product.

[Jonathan Kim]

Rahul,

That also looks great which can show the hierarchies of Epics with their Stories & Tasks.

This is another Plugin tool which seems to have more key features than what Epic Sum Up does.  Am I right?

[Jonathan Kim]

Also, this Agile plugin tool will work with project based Epics (no Scrums/sprints).  It seems like it.

[Rahul_RVS]

Hi @Jonathan Kim 

Yes it is a different plugin.

It has the filter for a fix version. So if you have a sprint tagged to a fix version, you can easily filter on that along with project name.

Also, you can use the JQL search option available in the app itself to filter for your sprints and you can save that filter too for future reuse.

The addition of Sprint filter dropdown is in our backlog and we will be adding it soon

Thanks

Rahul

[Jonathan Kim]

Hi Rahul,

We do not use sprints.  We only use stories and tasks linked to epics within a project.  Will this plugin work for non sprint based Epics with stories & tasks?

[Rahul_RVS]

Hi @Jonathan Kim 

Yes it certainly will work.

You just need to select your project from the drop down and search for the results.

Please let me know if you would like to have a demo of the app.

Our mail id is support@rvsoftwares.in

Thanks

Rahul

[Jonathan Kim]

Hi Rahul,

Please see my questions below:

     1) Price for this plugin

     2) Is any of this our data maintained outside JIRA Cloud? Which vendor supports this plugin?

     3) Do totals roll up to Epic level (from all its stories, subtasks and tasks)?

[Rahul_RVS]

Hi @Jonathan Kim 

Thanks for your reply.

1. Price details are available here.

2. We do not maintain any client data at our end.

    The vendor supporting this plugin is RVS (RV Software)

3. Yes. Totals are rolled up to Epic level (from all its stories, subtasks and tasks)

Please do let me know if there are any further queries.

Thanks

Rahul

RVS Support