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Reporting Basics

Digital.ai Agility provides comprehensive reporting capabilities to help you track project progress, analyze team performance, and make data-driven decisions. This topic covers the fundamental concepts and common functions you use when working with reports.

Overview​

Reports in Digital.ai Agility fall into several categories:

  • Built-in Reports: Pre-configured reports available out-of-the-box for common project metrics
  • Custom Reports: User-created reports tailored to specific organizational needs
  • Analytics Dashboards: Consolidated views combining multiple reports and charts
  • Executive Reports: High-level summaries for leadership and stakeholders

Get Started with Reports​

To access reports in Digital.ai Agility:

  1. Click the hamburger menu Hamburger icon > Reports > All Reports.
  2. Browse the available report categories.
  3. Select a report and apply filters as needed.
  4. Click Go to generate the report.

Key Reporting Concepts​

Filters​

Filters allow you to narrow the scope of reports to show specific data subsets. You can filter by:

  • Project or Planning Level
  • Date ranges
  • Work item status
  • Team members
  • Custom fields

Data Sources​

Reports pull data from various sources within Agility:

  • Work items (Stories, Defects, Tasks, Tests)
  • Project and planning level information
  • Team member data
  • Time tracking and estimates
  • Custom field values

Report Types​

Common report formats include:

  • Trend reports: Show changes over time
  • Status reports: Display current state snapshots
  • Burndown charts: Track progress against planned work
  • Dashboard reports: Combine multiple metrics in one view

Essential Reporting Topics​

The following topics provide detailed guidance on working with reports in Digital.ai Agility:

Best Practices​

  1. Start with built-in reports: Use standard reports before creating custom ones.
  2. Apply appropriate filters: Narrow your data scope for better performance and relevance.
  3. Save filter settings: Agility remembers your filter preferences for future use.
  4. Use dashboards for overview: Combine related reports for comprehensive project views.
  5. Review regularly: Schedule regular report reviews to track progress and identify trends.

Frequently Asked Questions​

Can I change the fonts, colors, and layout of Digital.ai Agility Reports?​

No, you can't change the colors, fonts, or layout of Digital.ai Agility reports. However, you can change the color themes for scorecards or for the entire system.

For more information, see:

Next Steps​

After you're familiar with the basics, explore these areas:

  • Create your first custom report using the Report Wizard.
  • Set up a dashboard that combines multiple project metrics.
  • Configure automated report delivery and scheduling.
  • Explore advanced filtering and data analysis techniques.

For technical implementation details and developer resources, see the Custom Reporting documentation in the Developer Library.