Introduction

You’ve been tasked with creating professional utilization reports for your team in Jira. Good news: it’s actually really easy to do. In this article, we’ll show you how to create reports that give you a clear overview of how your team is using Jira. Let’s get started!

Why Create Utilization Reports in Jira?

There are a few different reasons you might want to create Utilization Reports in Jira. Maybe you want to track how much time your team is spending on different tasks, or you need to generate a report for your boss that shows how productive the team is.

No matter the reason, it’s important to have accurate data about how your team is using their time. With Utilization Reports, you can get detailed insights into how your team is working and where they might be able to optimize their process.

How to Create a Simple Utilization Report in Jira

Now that you know what utilization reports are and why they are important, it’s time to create your first one. In this section, you will create a simple utilization report in Jira.

To get started, open Jira and click on the Reports tab. Then, select the Utilization report.

Now, you will need to configure the report. First, enter a name for the report. Next, select the date range for the report. You can choose to report on all time or a specific date range.

Next, you will need to select the projects you want to include in the report. To do this, use the checkboxes next to each project name.

Finally, you will need to select the type of data you want to include in the report. Choose between Actuals, Forecasted and Budgeted data.

When you are finished configuring the report, click on the Run Report button. To know more please visit https://activitytimeline.com/how-to-create-utilization-reports-in-jira/.

How to Set Up Advanced Filters and Rules in Utilization Reports

Now that you know how to create a basic utilization report, let’s talk about how to set up advanced filters and rules.

The first thing you’ll need to do is open the report builder and click on the “filters” tab. From there, you’ll be able to add any number of filters and rules.

Some of the things you can filter by include:

– Time period

– User

– Project

– Component

– Issue type

– Label

– And more!

You can also set up rules to automatically include or exclude certain issues from your report. For example, you might want to exclude all issues that are marked as “wontfix” or “duplicate.”

Once you’ve added all of the filters and rules you want, click “save” and your utilization report will be updated accordingly.

Creating Custom Fields for Utilization Reports

Activity Timeline will now automatically detect all of your Jira custom fields that are available for reporting. If you have not set up any custom fields yet, please follow these instructions:

1. First, you will need to create a new custom field in Jira. Go to “Administration” > “System” > “Custom Fields”, and then click “Add Custom Field”.
2. Select the “utilization” field type and click “Next”.
3. Enter the name of your custom field and click “Create”.
4. Now that your custom field has been created, you will need to add it to your project’s screen scheme. Go to “Administration” > “Projects” and select the project for which you want to add the custom field.
5. Click on the “Screens” tab, and then click “Edit” next to the screen scheme that you want to modify.
6. Click “Add Field”, select the custom field that you just created, and then click “Add”.
7. That’s it! Your utilization reports will now include data from your custom field.

Analyzing Your Results – Leveraging Insights From Your Utilization Reports

Now that you’ve created your utilization report, it’s time to analyze the results and see what you can learn from them.

One of the most important things to look at is the big-picture trends over time. Are your team’s utilization rates going up or down? If they’re going down, is that because you’re taking on more projects and spreading your team too thin? Or is it because you’re losing team members and need to replace them?

It’s also important to look at utilization rates on a per-project basis. Are there certain projects that your team always struggles to stay caught up on? If so, why is that? Is the scope of the project too large? Are the deadlines too tight? Identifying these problem areas can help you make changes so that your team can be more successful in the future.

Conclusion

So there you have it. After reading this article, you know how to generate professional utilization reports in Jira. But if you still have any questions, or if you encounter any problems while trying to create your own utilization reports, don’t hesitate to reach out to us. We’re more than happy to help!