Difference between revisions of "Reporting"

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EasyBoards® allows to rapidly access to reporting related to Kanban use. Reports are launched from the '''Reports''' command available in each ''board'' (so from the ''boards'').
 
EasyBoards® allows to rapidly access to reporting related to Kanban use. Reports are launched from the '''Reports''' command available in each ''board'' (so from the ''boards'').
  
The available reports are:
+
The available reports, in alphabetical order, are:
  
* Work in Progress
+
* Burndown Chart
 +
* Due Date Performance
 +
* Effort Analysis
 +
* Effort Estimation
 +
* Flow Efficiency
 +
* Issues
 
* Lead Time
 
* Lead Time
 +
* Progress view
 +
* Quality
 
* Throughput
 
* Throughput
* Issues
+
* Velocity
* Flow Efficiency
+
* Work in Progress
* Quality
 
* Due Date Performance
 
  
 
Many reports are generated using statistical information of ''cards'' (<u>Commitment Point</u>, <u>Work in Progress</u>, <u>Delivery Point</u>, <u>Working Time, %:</u>, <u>Defective</u>).  Statistical information can be viewed in the <u>Statistics</u> form of a ''card'', see [[Cards#Cards details and settings|Cards details and settings]] for more details. They are automatically set by the system when a ''card'' is moved in ''lanes'', based on ''lanes'' settings, see ''<u>Options</u>'' form details in [[Lanes#Lanes settings|Lanes settings]]. For example, when a ''card'' is moved to a lane labelled as "Commitment Point", the ''card'' <u>Commitment Point</u> date and time is set accordingly. However, they can also be manually edited in ''card'' by ''board'' members with the required privilege.
 
Many reports are generated using statistical information of ''cards'' (<u>Commitment Point</u>, <u>Work in Progress</u>, <u>Delivery Point</u>, <u>Working Time, %:</u>, <u>Defective</u>).  Statistical information can be viewed in the <u>Statistics</u> form of a ''card'', see [[Cards#Cards details and settings|Cards details and settings]] for more details. They are automatically set by the system when a ''card'' is moved in ''lanes'', based on ''lanes'' settings, see ''<u>Options</u>'' form details in [[Lanes#Lanes settings|Lanes settings]]. For example, when a ''card'' is moved to a lane labelled as "Commitment Point", the ''card'' <u>Commitment Point</u> date and time is set accordingly. However, they can also be manually edited in ''card'' by ''board'' members with the required privilege.
  
== Work in Progress ==
+
Reports have several launching parameters (date range and many others). Once they are set, the launching parameters can be hidden to have a larger report. This can be achieved with the '''Hide Filter''' icon in the upright corner of the window.
This report shows the Work in Progress for the ''board''. It briefly shows the cumulative trends of committed (work that has to be done) and delivered (work completed) ''cards''. The difference is the work in progress that, in a Kanban system, should be limited and controlled.
+
 
 +
== Burndown Chart ==
 +
This report is the typical burndown chart used by scrum teams. In the x axis the time of the typical scrum sprint is reported and in the y axis the remaining story points to be done is plotted.
 +
 
 +
The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''<u>Estimation</u>'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).
 +
 
 +
The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the plotted lines.
 +
 
 +
Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.
 +
 
 +
It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.
 +
 
 +
 
 +
[[File:Burndown.jpg|centre|thumb|800x800px|Burndown chart.]]
 +
 
 +
== Delivery Date Performance ==
 +
This report shows the capability to respect defined due dates or the lead times.
 +
 
 +
There are four possible analysis:
 +
 
 +
* ''Average Elapsed''
 +
* ''Average Working''
 +
* ''Lead Time Target''
 +
* ''Due Date''
 +
 
 +
 
 +
''Average Elpased'': it is the average elpased time between <u>Delivery Point</u> date time and <u>Commitment Point</u> date time set in the ''cards'' (lead time) with <u>Delivery Point</u> in the period (x-axis point).
 +
 
 +
''Average Woking'': this report is similar to the previous but time is calculated considering working hours only, if a working calendar is set (see [[Settings#Application Settings|Application Settings]] for more information).
 +
 
 +
''Lead Time Target'': it is defined as a percentage calculated as the number of ''cards'' with <u>Delivery Point</u> date in the period (x-axis point) and with lead time minor or equal to the target lead time divided number of ''cards'' with <u>Delivery Point</u> date in the period.
 +
 
 +
Lead time is the time elapsed between the <u>Delivery Point</u> date time and <u>Commitment Point</u> date time set in the ''card''.
 +
 
 +
''Due Date'': this report provides the percentage of cards in a period that are respecting the due date defined within them.
 +
 
 +
 
 +
Data can be plotted by ''card'' <u>Priority</u>. ''Assignee'' of ''cards'' can be filtered. It is possible to consider or not''cards'' that are archived (not present in the ''board'').
 +
 
 +
 
 +
[[File:Due date.jpg|centre|thumb|800x800px|Due date performance report.]]
 +
 
 +
== Effort Analysis ==
 +
Effort analysis report shows the estimation data (Estimation, Forecast Effort, Actual Effort) set for the ''cards'' and calculates the sum.
 +
 
 +
== Effort Estimation ==
 +
This report can be launched for the entire ''board'' or a ''lane'' (and its sublanes) by clicking the corresponding icon. The report uses the <u>Story Points</u> set for the ''cards'' and graphically shows them in a composite structure with rectangles for each ''card'' sized based on the value of the <u>Story Points</u>. This allows to understand were the effort is located for a ''board'', set of ''lanes'' or a single ''lane''.
 +
 +
 
 +
[[File:Effort Estimation Report.jpg|centre|thumb|800x800px|Effort estimation report.]]
  
In a period, x-axis point, the cumulative number of ''cards'' with <u>Commitment Point</u> in the period or before (if not delivered) and the cumulative number of cards with <u>Delivery Point</u> in the period on top of the previous are plotted.
+
== Flow Efficiency ==
 +
This reports shows the flow efficiency, calculated based on the percentage of working time as defined in the ''card'', see <u>Working Time %</u> in [[Cards#Cards details and settings|Cards details and settings]].  
  
Cards can be filtered in the report considering ''card'' <u>Priority</u>.
+
Per each report period (x-axis point), the average of <u>Working Time %</u> for the ''cards'' with <u>Delivery Point</u> date in the period is plotted.
  
== Lead Time ==
+
Data can be plotted by ''card'' <u>Priority</u>.
Lead time is the time elapsed between the <u>Delivery Point</u> date time and <u>Commitment Point</u> date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Working Calendar|Working Calendar]] for more information.
 
  
In the report:
+
It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.
  
* a dot is printed per period (x-axis point), being the average lead time of all the ''cards'' completed (<u>Delivery Point</u> in the period) in that period; ''cards'' considered shall also have <u>Commitment Point</u> and <u>Delivery Point</u> between selected report start and end date;
 
* a dot is printed for each selected ''card'' <u>Priority</u>;
 
* if targets Lead Time are defined, the corresponding defined values are reported in the report. See ''board'' command '''Target''', in [[Boards#Boards commands|Board commands]].
 
  
== Throughput ==
+
[[File:Image 26.jpg|centre|thumb|800x800px|Flow efficiency report.]]
Throughput is the number of ''cards'' completed in a period (<u>Delivery Point</u> in the period, x-axis points). Additionally, the ''cards'' considered in a a period are those with <u>Commitment Point</u> date within the reporting period, determined by the selection of report start and end date. Data can be plotted by ''card'' <u>Priority</u>.
 
  
 
== Issues ==
 
== Issues ==
Line 44: Line 94:
 
Issue ''cards'' are those in status blocked and are reported in all the periods including and after the blocking date. The blocking date is defined by the '''Block''' command in the ''card'', see [[Cards#Cards commands|Cards commands]].
 
Issue ''cards'' are those in status blocked and are reported in all the periods including and after the blocking date. The blocking date is defined by the '''Block''' command in the ''card'', see [[Cards#Cards commands|Cards commands]].
  
== Flow Efficiency ==
+
Data can be plotted by ''card'' <u>Priority</u>.
This reports shows the flow efficiency, calculated based on the percentage of working time as defined in the ''card'', see <u>Working Time %</u> in [[Cards#Cards details and settings|Cards details and settings]].  
+
 
 +
It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.
 +
 
 +
 
 +
[[File:Issues.jpg|centre|thumb|800x800px|Issues report.]]
 +
 
 +
== Lead Time ==
 +
Lead time is the time elapsed between the <u>Delivery Point</u> date time and <u>Commitment Point</u> date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Working Calendar|Working Calendar]] for more information.
 +
 
 +
In the report:
 +
 
 +
* a dot is printed per period (x-axis point), being the average lead time of all the ''cards'' completed (<u>Delivery Point</u> in the period) in that period; ''cards'' considered shall also have <u>Commitment Point</u> and <u>Delivery Point</u> between selected report start and end date;
 +
* a dot is printed for each selected ''card'' <u>Priority</u>;
 +
* if targets Lead Time are defined, the corresponding defined values are reported in the report. See ''board'' command '''Target''', in [[Boards#Boards commands|Board commands]].
 +
 
 +
Data can be plotted by ''card'' <u>Priority</u>.
 +
 
 +
It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.
 +
 
 +
 
 +
[[File:Lead time.jpg|centre|thumb|800x800px|Lead time report.]]
 +
 
 +
== Progress View ==
 +
The ''progress view'' report is available for a whole ''board'', a ''lane'' and any ''component card'' (''cards'' having sub component ''cards''). It shows the progress in terms of ''cards'' "committed", "work in progress" and "delivered" based on the statistical information that are recorded on ''cards''. Based on where the report is launched, the scope of ''cards'' considered is different (e.g. ''cards'' in the corresponding ''lane''). A switch allows to include or exclude archived ''cards''. The progress is calculated as percentage of the number of ''cards'' in each phase ("committed", "work in progress" and "delivered"). Colours are used for each phase and cards are plotted with small rectangle icons accordingly. It is possible to quickly understand the involved ''cards'' in each phase by passing with the mouse over the icons (this will highlight the title of the ''card'').
  
Per each report periot (x-axis point), the average of <u>Working Time %</u> for the ''cards'' with <u>Delivery Point</u> date in the period is plotted.
+
[[File:Progress view.jpg|centre|thumb|800x800px|Progress view report.]]
  
 
== Quality ==
 
== Quality ==
 +
Qaulity report shows the number of ''cards'' with defects. This is based on <u>Defective</u> information in the card. The report plots per each period (x-axis point) the number of cards with <u>Delivery Point</u> in the period and <u>Defective</u> value true.
 +
 +
Data can be plotted by ''card'' <u>Priority</u>.
 +
 +
It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.
 +
 +
 +
[[File:Quality.jpg|centre|thumb|800x800px|Quality report.]]
 +
 +
== Throughput ==
 +
Throughput is the number of ''cards'' completed in a period (<u>Delivery Point</u> in the period, x-axis points). Additionally, the ''cards'' considered in a a period are those with <u>Commitment Point</u> date within the reporting period, determined by the selection of report start and end date.
 +
 +
Data can be plotted by ''card'' <u>Priority</u>.
 +
 +
It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.
 +
 +
 +
[[File:Throughput.jpg|centre|thumb|800x800px|Throughput report.]]
 +
 +
== Velocity ==
 +
This report is the typical velocity chart used by scrum teams. In the x axis the time frame considered is reported and in the y axis the amount of work done (using story points) is plotted.
 +
 +
The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''<u>Estimation</u>'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).
 +
 +
The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the report.
 +
 +
Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.
 +
 +
It is possible to consider or ignored the archive ''cards'' according to the switch status in the launch parameters.
 +
 +
 +
[[File:Velocity.jpg|centre|thumb|800x800px|Velocity report.]]
 +
 +
== Work in Progress ==
 +
This report shows the Work in Progress for the ''board''. It briefly shows the cumulative trends of committed (work that has to be done) and delivered (work completed) ''cards''. The difference is the work in progress that, in a Kanban system, should be limited and controlled.
 +
 +
In a period, x-axis point, the cumulative number of ''cards'' with <u>Commitment Point</u> in the period or before (if not delivered) and the cumulative number of cards with <u>Delivery Point</u> in the period on top of the previous are plotted.
 +
 +
Data can be plotted filtering by ''card'' <u>Priority</u>.
 +
 +
It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.
 +
  
== Due Date Performance ==
+
[[File:Work in progress.jpg|centre|thumb|800x800px|Work in progress.]]

Latest revision as of 14:17, 20 October 2022

Reporting overview

EasyBoards® allows to rapidly access to reporting related to Kanban use. Reports are launched from the Reports command available in each board (so from the boards).

The available reports, in alphabetical order, are:

  • Burndown Chart
  • Due Date Performance
  • Effort Analysis
  • Effort Estimation
  • Flow Efficiency
  • Issues
  • Lead Time
  • Progress view
  • Quality
  • Throughput
  • Velocity
  • Work in Progress

Many reports are generated using statistical information of cards (Commitment Point, Work in Progress, Delivery Point, Working Time, %:, Defective). Statistical information can be viewed in the Statistics form of a card, see Cards details and settings for more details. They are automatically set by the system when a card is moved in lanes, based on lanes settings, see Options form details in Lanes settings. For example, when a card is moved to a lane labelled as "Commitment Point", the card Commitment Point date and time is set accordingly. However, they can also be manually edited in card by board members with the required privilege.

Reports have several launching parameters (date range and many others). Once they are set, the launching parameters can be hidden to have a larger report. This can be achieved with the Hide Filter icon in the upright corner of the window.

Burndown Chart

This report is the typical burndown chart used by scrum teams. In the x axis the time of the typical scrum sprint is reported and in the y axis the remaining story points to be done is plotted.

The burndown chart can be launched from several points, the board and the lanes, and will use the settings defined in the corresponding Estimation to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a lane where information is not set, the information set in the first parent lane, recursively, or board is used. If no date are set, the chart is plotted void. Additionally, the calendar associated to the Easyboards® environment is used to define non-working periods (see Application Settings).

The burndown chart uses the statistical information about the status of cards (see Cards details and settings) and their estimation evaluation (see Cards details and settings) to draw the plotted lines.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of cards.

It is possible to consider or ignore the archive cards according to the switch status in the launch parameters.


Burndown chart.

Delivery Date Performance

This report shows the capability to respect defined due dates or the lead times.

There are four possible analysis:

  • Average Elapsed
  • Average Working
  • Lead Time Target
  • Due Date


Average Elpased: it is the average elpased time between Delivery Point date time and Commitment Point date time set in the cards (lead time) with Delivery Point in the period (x-axis point).

Average Woking: this report is similar to the previous but time is calculated considering working hours only, if a working calendar is set (see Application Settings for more information).

Lead Time Target: it is defined as a percentage calculated as the number of cards with Delivery Point date in the period (x-axis point) and with lead time minor or equal to the target lead time divided number of cards with Delivery Point date in the period.

Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the card.

Due Date: this report provides the percentage of cards in a period that are respecting the due date defined within them.


Data can be plotted by card Priority. Assignee of cards can be filtered. It is possible to consider or notcards that are archived (not present in the board).


Due date performance report.

Effort Analysis

Effort analysis report shows the estimation data (Estimation, Forecast Effort, Actual Effort) set for the cards and calculates the sum.

Effort Estimation

This report can be launched for the entire board or a lane (and its sublanes) by clicking the corresponding icon. The report uses the Story Points set for the cards and graphically shows them in a composite structure with rectangles for each card sized based on the value of the Story Points. This allows to understand were the effort is located for a board, set of lanes or a single lane.


Effort estimation report.

Flow Efficiency

This reports shows the flow efficiency, calculated based on the percentage of working time as defined in the card, see Working Time % in Cards details and settings.

Per each report period (x-axis point), the average of Working Time % for the cards with Delivery Point date in the period is plotted.

Data can be plotted by card Priority.

It is possible to consider or ignore the archive cards according to the switch status in the launch parameters.


Flow efficiency report.

Issues

This reports shows the number of work in progress cards and the number of issues in time. Issues are the cards that are blocked.

Work in progress cards in a period (x-axis point) are those with:

  • Work in Progress date within the reporting period or before with no Delivery Point date yet

plus

  • Work in Progress date within the reporting period or before with Delivery Point date in the reporting period or after

Issue cards are those in status blocked and are reported in all the periods including and after the blocking date. The blocking date is defined by the Block command in the card, see Cards commands.

Data can be plotted by card Priority.

It is possible to consider or ignore the archive cards according to the switch status in the launch parameters.


Issues report.

Lead Time

Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the card. This time is calculated considering working hours only if the working calendar is set, see Working Calendar for more information.

In the report:

  • a dot is printed per period (x-axis point), being the average lead time of all the cards completed (Delivery Point in the period) in that period; cards considered shall also have Commitment Point and Delivery Point between selected report start and end date;
  • a dot is printed for each selected card Priority;
  • if targets Lead Time are defined, the corresponding defined values are reported in the report. See board command Target, in Board commands.

Data can be plotted by card Priority.

It is possible to consider or ignore the archive cards according to the switch status in the launch parameters.


Lead time report.

Progress View

The progress view report is available for a whole board, a lane and any component card (cards having sub component cards). It shows the progress in terms of cards "committed", "work in progress" and "delivered" based on the statistical information that are recorded on cards. Based on where the report is launched, the scope of cards considered is different (e.g. cards in the corresponding lane). A switch allows to include or exclude archived cards. The progress is calculated as percentage of the number of cards in each phase ("committed", "work in progress" and "delivered"). Colours are used for each phase and cards are plotted with small rectangle icons accordingly. It is possible to quickly understand the involved cards in each phase by passing with the mouse over the icons (this will highlight the title of the card).

Progress view report.

Quality

Qaulity report shows the number of cards with defects. This is based on Defective information in the card. The report plots per each period (x-axis point) the number of cards with Delivery Point in the period and Defective value true.

Data can be plotted by card Priority.

It is possible to consider or ignore the archive cards according to the switch status in the launch parameters.


Quality report.

Throughput

Throughput is the number of cards completed in a period (Delivery Point in the period, x-axis points). Additionally, the cards considered in a a period are those with Commitment Point date within the reporting period, determined by the selection of report start and end date.

Data can be plotted by card Priority.

It is possible to consider or ignore the archive cards according to the switch status in the launch parameters.


Throughput report.

Velocity

This report is the typical velocity chart used by scrum teams. In the x axis the time frame considered is reported and in the y axis the amount of work done (using story points) is plotted.

The burndown chart can be launched from several points, the board and the lanes, and will use the settings defined in the corresponding Estimation to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a lane where information is not set, the information set in the first parent lane, recursively, or board is used. If no date are set, the chart is plotted void. Additionally, the calendar associated to the Easyboards® environment is used to define non-working periods (see Application Settings).

The burndown chart uses the statistical information about the status of cards (see Cards details and settings) and their estimation evaluation (see Cards details and settings) to draw the report.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of cards.

It is possible to consider or ignored the archive cards according to the switch status in the launch parameters.


Velocity report.

Work in Progress

This report shows the Work in Progress for the board. It briefly shows the cumulative trends of committed (work that has to be done) and delivered (work completed) cards. The difference is the work in progress that, in a Kanban system, should be limited and controlled.

In a period, x-axis point, the cumulative number of cards with Commitment Point in the period or before (if not delivered) and the cumulative number of cards with Delivery Point in the period on top of the previous are plotted.

Data can be plotted filtering by card Priority.

It is possible to consider or ignore the archive cards according to the switch status in the launch parameters.


Work in progress.