Difference between revisions of "Reporting"
(→Due Date Performance) |
|||
| Line 2: | Line 2: | ||
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: |
| − | * | + | * Burndown Chart |
| + | * Due Date Performance | ||
| + | * Flow Efficiency | ||
| + | * Issues | ||
* Lead Time | * Lead Time | ||
| + | * Progress view | ||
| + | * Quality | ||
* Throughput | * Throughput | ||
| − | * | + | * Velocity |
| − | * | + | * Work in Progress |
| − | |||
| − | |||
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. | ||
| − | == | + | == Burndown Chart == |
| − | This report shows the | + | This report shows the capability to respect defined due dates. 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''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Application Settings|Application Settings]] for more information. | |
| − | Data can be plotted | + | Data can be plotted by ''card'' <u>Priority</u>. |
| − | == | + | == Due Date Performance == |
| − | + | This report shows the capability to respect defined due dates. 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''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Application Settings|Application Settings]] for more information. | |
| − | + | Data can be plotted by ''card'' <u>Priority</u>. | |
| − | |||
| − | |||
| − | + | == 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]]. | ||
| − | + | 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. | |
| − | |||
Data can be plotted by ''card'' <u>Priority</u>. | Data can be plotted by ''card'' <u>Priority</u>. | ||
| Line 50: | Line 51: | ||
Data can be plotted by ''card'' <u>Priority</u>. | Data can be plotted by ''card'' <u>Priority</u>. | ||
| − | == | + | == Lead Time == |
| − | This | + | 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>. | ||
| + | |||
| + | == Progress View == | ||
| + | This report shows the capability to respect defined due dates. 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''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Application Settings|Application Settings]] for more information. | |
Data can be plotted by ''card'' <u>Priority</u>. | Data can be plotted by ''card'' <u>Priority</u>. | ||
| Line 62: | Line 74: | ||
Data can be plotted by ''card'' <u>Priority</u>. | Data can be plotted by ''card'' <u>Priority</u>. | ||
| − | == | + | == 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>. | ||
| + | |||
| + | == Velocity == | ||
This report shows the capability to respect defined due dates. 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. | This report shows the capability to respect defined due dates. 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. | ||
| Line 68: | Line 85: | ||
Data can be plotted by ''card'' <u>Priority</u>. | Data can be plotted by ''card'' <u>Priority</u>. | ||
| + | |||
| + | == 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>. | ||
Revision as of 06:27, 6 October 2021
Contents
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
- 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.
Burndown Chart
This report shows the capability to respect defined due dates. 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. This time is calculated considering working hours only if the working calendar is set, see Application Settings for more information.
Data can be plotted by card Priority.
Due Date Performance
This report shows the capability to respect defined due dates. 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. This time is calculated considering working hours only if the working calendar is set, see Application Settings for more information.
Data can be plotted by card Priority.
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 periot (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.
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.
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.
Progress View
This report shows the capability to respect defined due dates. 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. This time is calculated considering working hours only if the working calendar is set, see Application Settings for more information.
Data can be plotted by card Priority.
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.
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.
Velocity
This report shows the capability to respect defined due dates. 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. This time is calculated considering working hours only if the working calendar is set, see Application Settings for more information.
Data can be plotted by card Priority.
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.
