Project managers focus on keeping the project focused on its goal and
managing the project constraints such as cost, time and scope of the project.
The report types that project managers find useful are Distribution
reports, Trend reports, Editable Grid listing reports, and Drill Through
- Distribution reports give a visual
representation of the status of current items, allowing managers to quickly
ascertain when the number of items assigned to a release or developer is a
point of concern if the planned released date is to be reached.
Trend reports allow managers to see the rate at
which items are being opened and closed, which helps them to ensure that scope
of the project is not growing beyond the teams ability to reach their goal.
- Drill Through reports links together distribution reports,
which allows you to start with a general report and then move down into a more
granular level as you pass data between the reports.
Tip: When saving your report, select the
Privilege Category which will allow other members
of your team to access the report. For example, if your team members have
privileges to the User reports, select the
User option. This allows you to send the report
URLs by email or for your team members to search for and run the reports that
you have created.
The following reports are some examples of reports that would be used by
a project manager:
- Distribution Report by Release - Provides a visual
representation of how many items are in each release line. To create this
report, create a Distribution report and choose Release as the row. To limit
the display to active items, add a search filter to display only items that
- Backlog Trend Report by Types - Enables you to track how long
items have been open. To create this report, create a Trend - Backlog report
and choose to group by type. Leave the end date blank to track current items.
- Distribution Report across Team Members - Shows you the
balance of work across a team. To create this report, create a Distribution
report and choose to group by Team Member or owner.
- Open and Completed Trend Report - Keeps you informed about the
relation of the incoming items compared to the items that are being closed by a
particular user or feature. To create this report, choose a Trend - Open and
Completed report, and then group by user or feature.
Tip: You could combine the preceding reports into a
comprehensive Drill Through report that begins with the distribution of items
by release and type. You could then drill through the information in the main
report, by passing the selected data into the Backlog trend report,
Distribution by Team Member report and Open and Completed trend report. You
could add an additional drill through option, selecting to pass information
from the Distribution by Team Member to Open and Completed trends, which would
allow you to see how particular team members are opening and closing items.
- Mass Update Reports - Enables you to update multiple items
with the same value or to perform the same transition.
- Listing Report Displaying Estimated Efforts of In-Progress
Items - Enables you to estimate how much time is remaining on each of the
items. To create this report, you must have added an estimated effort field to
your application. When you create the listing report, add this estimated effort
field to display in the report.
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