About kanban reports | Zoho Sprints Help

About kanban reports

Like Sprint reports, Kanban reports enable you to assess the progress of the items on the kanban board in a quantitative manner using the data on your board. Each report is based on various parameters, providing insightful information that will enable the team to make predictions, take corrective measures, identify hold-ups, and get better at estimating accurately.



There are various reports available for specific modules.
  1. Kanban reports
  2. Timesheet report
  3. Epic reports
  4. Release reports

Difference between dashboards and reports

Although dashboards and reports seem to be similar kinds of business tools, they differ in their data models. The reports in Zoho Sprints are based on established principles of data analysis that are prevalent in the agile and scrum based industries. The parameters used to report are well-curated to give predictions with near-precision and help track specific dynamics of the project to make projection and realign the project and sprint process to the goals. Dashboard provides a high-level perspective, whereas report are based on more intricate details.

Benefits

  1. Evaluate your kanban process and your team's performance. 
  2. Track completion of work items using parameters like estimation points, item count, cycle time, and lead time.
  3. Analyze the progress of your epics and releases using estimation points.
  4. Get an understanding of how much time and effort your process is consuming.
  5. Make decisions based on the patterns observed in the reports.
  6. Reassess strategies to enhance the process and expedite your project's running time.
  7. Export reports and use them externally for your reference

Schedule report export

You can export reports in PDF and PNG formats. You can create schedules to periodically export reports using the scheduling option. The exported reports will be available in the Export History section from where you can download them.

To schedule exports:
  1. Navigate to the Reports module of Kanban project.
  2. Select View by option as Sprint, Timesheet, Epic, or Release.
  3. Select the required Report Type. The report will appear.
  4. Click the Export dropdown at the top.
  5. Select Schedule Export option. The schedule window will appear.
  6. Enter Schedule Name.
  7. Select Frequency to create recurring exports. There are seven frequency types based on which you can schedule the export.
    1. Only Once - Report is exported just once.
    2. Daily - Report is exported on all the days at a certain time for a certain number of times.
    3. Weekly - Report is exported every week on a particular date and for a particular number of times.
    4. Monthly - Report is exported every month on a particular date and for a particular number of times.
    5. Yearly - Report is exported on a particular date for a particular number of times every year.
  8. Click the Schedule button. The export schedule will be created.
  9. Navigate to the Export History section to view and download the exported files. 

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