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 > 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:

• Applying Filters to a Report: Learn how to use filters to focus on specific data
• Can I change the fonts, colors and layout of Digital.ai Agility Reports?: Customize the appearance of your reports
• Enlarging a Report: Make reports larger for better visibility
• How to Export or Save a Chart to Microsoft Excel, CSV, or PNG?: Export report data and charts to various formats
• Printing and Exporting to PDF: Generate PDF versions of your reports
• Quicklist Reports: Access frequently used reports quickly
• Report Formats: Understand different report layout options
• Reports by Edition: See which reports are available in your Agility edition
• Reports by Measure: Find reports organized by key metrics and measurements
• Visualization Reports: Work with visual report formats like charts and graphs

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.

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.