Guide
With this report, we will be able to track changes, done by our teammates. A bit similar to the Audit log, but more structured and flexible.
It may look like this, but we will also check other visualizations
Step 1. Select Report type
Create a new Report and select Table. Select required entities (Features in our case):
Data source - Historical data (burndown chart, cumulative flow diagram, etc.)
Databases - Features (or anything else you want to analyze)
Date Range - 90 days
Step 2. Set Filters
These are filters, applied in my example.
Changed fields *- trigger, we are interested in. So, if you want to track who changed the State - we need to select that in Filters.
Assignees (current value) exists / Assignees (current value) is not empty - optional filter. To get only those Features, that have Assignees.
WEEK(Modification Date)rangeBetween month ago and today - probably we don't need changes, that were done more than a month ago. This filter would affect the performance - how many cards will be analyzed via our report each time when it is looking for the updates.
Step 3. Put the data
Move the fields you are interested in from the left panel to the right one, and set them as columns.
We also need Dates here.
We can put Date as one more column.
But we can also use it as a grouping source.
Move the Modification date ** field to the Group By section and choose Day/Week/Month as a grouping method.
You're done.
What can be changed?
Fields, we need to track changes of (instead of State - any field you need)
Data granularity (Yearly grouping for Objectives, Daily for routine Tasks)
Visualization - play around with other kinds of reports, ways of grouping and etc.
Here is an example of how to show % of Done Tasks per week per User
To know 🧠
(that info is not required to create the report, but probably will make smth more clear in terms of cumulative reports logic)
Changed fields contains State vs Changed fields contains only State
Changed Fields is an array. When you use contains only means that it passes an array consisting of 1 element with the value State.
You can have 3 cards that have changes in those fields
State, Assignees
State
Assignees
Changed fields contains State would grab #1 and #2
Changed fields contains only State would grab only #2
Modification date vs Modification date valid to
Here you have date range changes
If you have any questions - please, contact us via chat. Would be glad to help you! 💖