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Generate Monthly report showing count of particular status changes by Assignee?

Kevin Jackey August 26, 2024

Our management want to focus on process improvement by being able to track the number of times a particular item was changed from a given status to another and sub-count that by assignee (ex: Developer 1 had ### of items moved from status XXX to YYY in August 2024).

 

Based on my research it doesn't appear that JQL can do that easily, is there a (possibly free?) plugin that would assist with this?

5 answers

1 vote
Valeriia_Havrylenko_SaaSJet
Atlassian Partner
August 26, 2024

Hi @Kevin Jackey   👋

If you're thinking about installing third-party add-ons to help, try out Time in Status. To generate a monthly report showing the count of particular status changes by assignee, just follow these steps:

  1. Choose "Status Count Report"

  2. Filter by assignee

  3. Adjust the report by choosing time and date ranges

Enjoy your report!

Знімок екрана 2024-08-26 о 20.49.09.png

Also Transition Count Report Can be helpful for you. This report shows how many times an issue has moved between all statuses in the workflow.

To get this report:

  1. Choose "Transition Count Report"

  2. Filter by assignee

  3. Adjust the report by choosing time and date ranges

Enjoy your report as well :)

Знімок екрана 2024-08-26 о 21.04.19.png

 

 Also add-on able to present data as Charts, Graphs. Also you can show reports as a Dashboards gadget, so will keep your finger on the pulse and track team productivity in real-time.

Add-on developed by my team.    

0 votes
Gizem Gökçe _OBSS_
Atlassian Partner
August 28, 2024

Hello @Kevin Jackey ,

For your case my recommended app is Timepiece - Time in Status for Jira app, the oldest and leading Time in Status app in Atlassian Marketplace, which is built by my team at OBSS. It is available for both Jira Cloud, and Data Center. 

Timepiece mainly allows you to see how much time each issue spent on each status and on each assignee/group/team

The interesting thing for your case is: Timepiece has Trim History function. When this function is used, only the history of an issue for the selected "time window" is processed and all history before or after that window is ignored.

Below is a screenshot how a regular Transition count report looks like in our app.

TC1.png

If you set the trim history dates to include only a single month of that history (let's say May 2024) ...

TC2.png

... then you will get a report showing values only for statuses the issues were at in that selected month.

TC3.png

The app calculates its reports using already existing Jira issue histories so when you install the app, you don't need to add anything to your issue workflows and you can get reports on your past issues as well.

Visit Timepiece - Time in Status for Jira to explore and enjoy a 30-day free trial to experience the full range of features.

If you wish, you can also schedule a live demo. We will provide a comprehensive overview of the application and address any inquiries you may have.

Hope it helps,

Gizem

0 votes
Rahul_RVS
Atlassian Partner
August 27, 2024

Hi @Kevin Jackey 

Since you mentioned that you are also looking for an app, you may want to try out

Time in Status Reports 

With this app you generate time in status for multiple issues with multiple filter and grouping options. For your particular use case, the status transition count report will come handy as shown below.

Also the app has 20+ reports to meet a variety of time in status use cases. Do give it a try.

Disclaimer : I work for the vendor who built this app

TIS - STatus Transition Count.PNG

0 votes
Mehmet A _Bloompeak_
Atlassian Partner
August 27, 2024

Hi @Kevin Jackey

You can try Status Time Reports app developed by our team. It mainly provides reports and gadgets based on how much time passed in each status.

Here is the online demo link, you can see it in action and try without installing the app. For further details, you can have a look at Status Time Reports How to Videos.

If you are looking for a completely  free solution, you can try the limited version Status Time Reports Free.

App Features:

  • This app has a dynamic status grouping feature so that you can generate various valuable reports as time in status, time in assignee, status entry dates and status counts, cycle time and lead time, resolution time, average/sum reports by any field(e.g. average in progress time by project, average cycle time by issue creation month).
  • You can search issues by Project, Issue Type, Status, Assignee, Issue Creation/Resolution Date(and any other Date field) and JQL Query.
  • Status durations are calculated according to the working calendar you define. Once you enter your working calendar into the app, it takes your working schedule into account too. That is, "In Progress" time of an issue opened on Friday at 5 PM and closed on Monday at 9 AM, will be a few hours rather than 3 days.
  • You can set different duration formats.
  • You can export reports in CSV file format and open them in MS Excel.
  • You can also add this app as a gadget to your Jira dashboards and reach “Status Time” from Issue Detail page.
  • You can enable/disable access to Status Time reports&gadgets and Issue Detail page per project, users, groups or project role.

If you have any questions, feel free to schedule a demo with us.

Hope it helps.

0 votes
Josh Costella
Community Champion
August 26, 2024

Hi @Kevin Jackey 

There are a few variables that make your ask a bit complex. 

Does the Assignee ever change to someone other than the "developer" during the lifecycle of the ticket? If so, you'll want to make sure that your process and reporting account for this.

You'll need to use the WAS operator: https://support.atlassian.com/jira-software-cloud/docs/jql-operators/#WAS

There are some examples that align with exactly what you are looking for. Once you identify your population and save your filter, you could add a gadget (issue statistics or 2 dimensional) to a dashboard that will return the number you are looking for.

You'll also want to check out this post as well: https://community.atlassian.com/t5/Jira-questions/JQL-status-changed-by-a-group-member/qaq-p/1466286

 

Kevin Jackey August 26, 2024

I was able to setup and save the following filter: 

status CHANGED FROM "Ready for QA" TO "In Progress" AFTER "2024-01-01" AND project IN ("Bugs, "Feature Requests") ORDER BY assignee ASC, Updated desc

However I am unable to figure out how to convert this into a dashboard widget that would display the counts by assignee , is there a good widget to use that would do that?

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