Realizing the Power of Jira Reporting and Dashboards

Gain hands-on experience creating, analyzing, and sharing Jira reports and dashboards to track progress and improve team performance. Learn how to transform raw project data into meaningful visual insights

Overview

An expert instructor will teach your team how to use Jira reports and dashboards to view and assess progress and identify bottlenecks ahead of time.

Your team will learn how to read Jira reports and share meaningful reports and dashboards with stakeholders. They’ll also learn dashboard best practices and pitfalls — including how to ensure your team’s reporting reflects the right metrics (like health, progress, and status) at the right time.

Throughout the course, your team will be able to ask organization-specific questions in real-time and get the answers they need. The team learning environment delivers engagement, retention, and collaboration, extending the benefits of an instructor-led course beyond instruction time.

This course is designed for anyone new to Jira dashboards and reports, plus Jira project managers including scrum masters, product owners, and Jira software users.

Data Center is not supported in this live team training course.

Before taking this course, your team should complete Jira essentials with agile mindset or be familiar with topics including navigation, viewing boards and issues, Jira workflows, Jira filters, and using the advanced JQL editor to enter filter queries.

Train up your teams with private group training

Have a group of 5 or more students? Cprime also provides specialist private training with exclusive discounts for tailored, high-impact learning.

Full course details

Course outline

Course Overview

Purpose and Outcomes

    • Understand Jira reporting concepts and dashboard tools.
    • Learn to create, configure, and share reports and dashboards.
    • Interpret reports and gadgets for actionable insights.

Key Learning Objectives

    • Create and configure Jira reports and dashboards.
    • Select appropriate reports/gadgets to answer business questions.
    • Read and interpret Jira reports and gadgets.
    • Configure and share dashboards and wallboards.

Pre-requisites

    • Basic Jira navigation and use.
    • Understanding of JQL (Jira Query Language) and filters.
    • Familiarity with Jira workflows.

Course Schedule (Live Teach)

    • Module 1: Jira Reporting – 40 min
    • Module 2: Jira Dashboards – 90 min
    • Module 3: Analyzing Reports and Gadgets – 90 min
    • Module 4: Filtering Data for Reports & Dashboards – 90 min
    • Module 5: Sharing Dashboards – 40 min

Module 1: Jira Reporting

Introduction to Reports

    • Purpose of reports in Jira (project health, progress, and status).
    • Types of Jira reports:
      • Agile Reports (Scrum/Kanban)
      • Work Item Analysis Reports
      • Forecast & Management Reports
    • Static vs Dynamic data: Reports vs Dashboards.

Key Agile Reports

    • Burndown Chart – track progress and remaining work.
    • Burnup Chart – visualize total scope and completed work.
    • Sprint Report – summarize sprint outcomes.
    • Epic Report – track epic completion over multiple sprints.
    • Velocity Chart – analyze sprint delivery trends.
    • Control Chart – identify bottlenecks and variability.
    • Release/Version Reports – predict delivery timelines.
    • Average Age Report – monitor aging work items.

Selecting Reports by Role

    • Scrum Master: Burndown, Velocity, Control Chart.
    • Product Owner: Sprint Report, Epic/Version Reports.
    • Developer: User Workload, Created vs Resolved Reports.

Forecasting and Analysis

    • Use of Release Burndown and Version Report for forecasting.
    • Identifying trends and delivery risks.

Knowledge Checks (“Are You Getting It?”)

    • Identify appropriate reports for sprint goal achievement.
    • Choose reports for release forecasting.

Lab 2 – Reporting with Jira (15 min)

    • Exercise 1 – Version Reports
    • Exercise 2 – Using the Burndown Chart
    • Exercise 3 – Using the Sprint Report
    • Exercise 4 – Using the Velocity Chart

Module 2: Creating Jira Dashboards

Understanding Dashboards

    • Dynamic nature of dashboards vs static reports.
    • Audience, sharing, and focus considerations.

Dashboard Planning

    • Naming conventions and descriptions.
    • Choosing layout (single, double, triple column).

Working with Gadgets

    • Purpose and configuration of gadgets.
    • Gadget categories: Work Items / Agile / Statistics / Other Products.
    • Configurable parameters: data source, filters, refresh rate, display.
    • Marketplace and REST API for custom gadgets.

Dashboard Management

    • Viewing and copying dashboards.
    • Configuring system/default dashboards.
    • Permissions and sharing best practices.

Wallboards

    • Turning dashboards into visual wallboards.
    • Displaying multiple dashboards in rotation.
    • Wallboard best practices (visual clarity, color coding, refresh).

Best Practices

    • Data accuracy and timeliness.
    • Avoiding dashboard clutter.
    • Visual emphasis for quick insights.

Lab 3 – Creating Jira Dashboards (30 min)

    • Exercise 1 – Configuring the Default Dashboard
    • Exercise 2 – Viewing Available Dashboards
    • Exercise 3 – Creating a Dashboard for Scrum Master
    • Exercise 4 – Creating a Dashboard for Developer
    • Exercise 5 – Creating a Wallboard (Optional)

Module 3: Analyzing Reports and Gadgets

Purpose

    • Understand how to interpret data visualizations in Jira.
    • Identify team progress, risks, and improvement areas.

Report Analysis Techniques

    • Reading burndown and burnup trends.
    • Interpreting story points, velocity, and scope change.
    • Correlating epic and sprint performance.
    • Using control charts for cycle-time analysis.

Lab 4 – Analyzing Reports and Gadgets (60 min)

    • Exercise 1 – Interpreting the Burndown Chart
    • Exercise 2 – Interpreting the Sprint Report
    • Exercise 3 – Interpreting the Epic Burndown
    • Exercise 4 – Interpreting the Release Burndown Report
    • Exercise 5 – Interpreting the Velocity Chart
    • Exercise 6 – Interpreting the Control Chart
    • Exercise 7 – Interpreting a Custom Report

Module 4: Filtering Data for Reports & Dashboards

Using Filters

    • Creating and saving filters.
    • Applying JQL for precision filtering.
    • Using filters in dashboards and reports.

Practical Application

    • Combining long-term and short-term metrics.
    • Integrating multiple filters for trend visualization.

Lab 5 – Filtering Data (40 min)

    • Exercise 1 – Creating a Long and Short-Term Outlook Dashboard
    • Exercise 2 – Using Filter Results Gadgets
    • Exercise 3 – Using a Filter with a Report

Module 5: Sharing Dashboards

Sharing and Permissions

    • Dashboard share settings and visibility options.
    • Ensuring appropriate access rights for shared content.
    • Managing updates and synchronization between users.

Copying and Version Control

    • Creating dashboard templates and duplicates.
    • Understanding changes in original vs copied dashboards.

Lab 6 – Sharing Dashboards (30 min)

    • Exercise 1 – Creating the Shared Dashboard
    • Exercise 2 – Fixing Share Permissions
Audience / prerequisites

This course is designed for Jira users who want to strengthen their reporting and dashboard skills. It is ideal for

  • Scrum Masters
  • Product Owners
  • Developers
  • Project Managers
  • Jira Administrators
In this class you will learn how to

After this course, your team will be able to:

  • Create a multi-project dashboard in Jira
  • Use all report features
  • Filter Jira data to create useful reports and dashboards
  • Choose and add the right gadgets for your dashboards

Request Private Group Training