Difference between revisions of "Reporting"

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(Issues)
(Reporting overview)
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* Due Date Performance
 
* Due Date Performance
  
Other reports will be added in future.
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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>Statics</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 ==
 
== Work in Progress ==

Revision as of 13:43, 18 July 2021

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 are:

  • Work in Progress
  • Lead Time
  • Throughput
  • Issues
  • Flow Efficiency
  • Quality
  • Due Date Performance

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 Statics 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.

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.

Work in progress at a certain date is determined considering statistical information of cards (Commitment Point, Work in Progress, Delivery Point). Statistical information can be viewed in the Statics 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.

Cards can be filtered in the report considering 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 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.

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 period. The period is determined by the selection of report start and end date. The cards are counted and reported in the reporting period containing the Delivery Point date. 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 reporting 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.

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.

Quality

Due Date Performance