Report Customization Options

Every report in the Measure Performance module shares the same toolbar of controls, so once you learn them on one chart you can apply them everywhere. This page covers how to scope a report's time range, choose what it measures, filter the underlying work, drill into the items behind a data point, and adjust how the chart is drawn.

Choosing what a report measures

Item Type ("FOR")

When your organization uses more than one work type, an Item Type selector lets you focus a report on base items like stories and defects. This keeps reports centered on the work that carries estimates and time, so you get a clear view of progress and how your team is working.

For a full breakdown of the available types, see Overview of Item Types.

Show (data measure)

The Show selector controls the unit a report aggregates by. Switch between these to see your data in the terms that matter most:

• Count — the total number of work items.
• Time Estimate — the projected time required to complete the items.
• Point Estimate — the relative size or complexity of items, using your point scale.
• Time Spent — the actual time logged against the items.

Setting the report range

Every report is scoped by a Range dropdown in the toolbar. The Range dropdown has two modes that change how you define the period the report covers:

• From Dates — scope the report to a calendar date range (a preset or a custom range).
• From TimeBoxes — scope the report to one or more cadence timeboxes, such as sprints.

The field next to the Range dropdown changes its label to match the mode: it reads Dates in From Dates mode and TimeBoxes in From TimeBoxes mode. When you have not chosen anything yet, the field shows None Selected.

Your chosen mode and selected timeboxes are remembered per organization, so reports stay scoped the way you left them the next time you return.

From Dates

In From Dates mode, click the Dates field to open the Date Range chooser, pick a range, and click Apply Date Range. You can choose Custom Range to set exact start and end dates, or pick one of these presets:

• This Week
• Last Week
• Last 7 Days
• Last 14 Days
• Last 30 Days
• This Month
• This Month to Date
• Last Month
• Last 3 Months
• This Quarter
• Last Quarter
• This Year
• Last Year

From TimeBoxes

In From TimeBoxes mode, click the TimeBoxes field to open the TimeBox Selector, choose one or more timeboxes (for example, the sprints in a cadence), and click Apply. You can select multiple timeboxes at once; the field then shows their names (for example, Sprint 1, Sprint 2 +3).

When you select timeboxes, the report's date range is derived automatically to span from the earliest start of your selected timeboxes to the latest end. This makes it easy to report across a run of sprints without calculating the dates yourself.

Filters

Use the filter bar to narrow a report down to exactly the work you care about. Applied filters appear as pills so you can see what is shaping the report at a glance.

• Parent — filter to items beneath a specific higher-level work item or epic, to focus on a single branch of the hierarchy.
• Team — focus on work owned by specific teams to monitor team-based workload and performance.
• Assignee — narrow the data to items assigned to particular people, useful for individual performance tracking.
• Priority — show items by their importance or urgency, helping you surface critical work.
• Tag — filter by custom labels or tags for quick access to categorized items, such as bug.
• Field — filter on the custom fields configured in your organization for specialized tracking.
• Cycle — look at work within a specific iteration, such as a sprint, to assess progress within that cycle.
• Board — filter the data by board to view the flow of work within a specific framework.
• Start Date — filter by when work began, to track timelines and ensure timely starts.
• Due Date — filter by when work is due, to manage deadlines and spot overdue items.
• Time Spent — filter by how much time has been logged against work, to manage resources and time allocation.

Items tab: drilling into the data

Most reports include a tabbed view area at the top of the chart. Switch between the tabs to change what you are looking at:

• Chart — the visualization itself.
• Items — a table of the specific work items behind the chart, grouped by date period.
• Transactions — a detailed transaction history (available on some reports).

The Items tab groups items by the relevant period (day, week, or month, depending on your selected range). Each section header shows the period name along with a count rendered as N items, so you can gauge volume without expanding every group. Items load as you scroll, and the columns shown depend on the report — for example, Throughput shows Item, Completed, Point estimate, Time estimate, and Hrs Spent.

The Items tab is available on most analytics reports, including Burn Down, Burn Up, Churn, Cumulative Flow, Velocity, Cycle Time, Throughput, and Trending Progress. Two reports work differently:

• Current Progress does not use the Items tab. Instead, click a segment of its chart to open a click-through items table for that segment.
• User Time Tracking does not include an Items tab.

Visualization options

Open the Options panel from the filter bar to fine-tune how the chart is drawn. The panel is organized into a Show group of toggles plus a couple of report-specific controls.

Show toggles

The Show group has three rows — Series, X-Axis, and Y-Axis — and each row has up to two green toggles:

• Values — show or hide the numeric values on that part of the chart.
• Label — show or hide the label on that part of the chart.

Toggling a control on shows that element; toggling it off hides it. Use these to declutter a busy chart or to hide values you do not need for a particular review.

Y-Axis Max (Range)

The Range row has a Y-Axis Max numeric input. By default it reads Auto, letting the chart scale itself. Enter a value to pin the top of the y-axis so a single large outlier does not flatten the rest of the chart and distort the scale. Clear the field (with the x button) to return to Auto.

Additional options

• Include Archived — include archived items in the report's results.
• Normalize Scope (Burn Down only) — front-load all scope additions to the start of the period, giving a cleaner picture of your actual burn rate across cycles and when items are added mid-cycle.