Reports Available on the Portfolio Kanban Board
This article explains the reports available on the portfolio kanban board.
Overview
To get a real-time status on how your portfolio items are progressing, you can generate the Portfolio Item Cumulative Flow by Status, Portfolio Item Bubble Chart, or Portfolio Item Dependencies reports directly from the Portfolio Kanban board.
Reports
Report | Usage | How To Generate the Report |
---|---|---|
Portfolio Item Cumulative Flow by Status | Generate this report to track the flow of the portfolio items through the defined process. This report shows the number of portfolio items in each status value across the board for a selected range of time. This view creates a "burnup" chart as portfolio items move through the process. | Click the hamburger icon Click Reports > Portfolio Item Cumulative Flow by Status in the top right corner of the page. Enter or select any of the filter options, and then click Go. |
Portfolio Item Bubble Chart | Use this chart to identify the portfolio items (or development efforts) that provide the most value to the business. The chart shows portfolio items as bubbles on a scatter plot. The bubble sizes are proportional to each portfolio item's Swag. | Click the hamburger icon Click Reports > Portfolio Item Bubble Chart in the top right corner of the page. Enter or select any of the filter options, and then click Go. Hover over a bubble to see the portfolio item and its Swag. Click on a bubble to open the details page for that portfolio item. |
Portfolio Item Dependencies | Use this report to identify upstream dependencies and downstream dependencies within a project or program. | Click the hamburger icon Click Portfolio Dependencies in the top right corner of the page. The report shows active portfolio items and associated backlog items in the project. Enter or select any of the filter options, and then click Go. Hover over any item to view descriptive information. Click on blocking icons to see the nature of the blocking issue. Click on any portfolio item or backlog item to update details. |
Related concepts
Related tasks
Customizing Portfolio Item Cards on the Portfolio Kanban Board
Customizing Portfolio Kanban Board
Adding or Removing Blocking Issue on Kanban Board