Overview

The workload report can be used by teams to track the distribution of issues and estimate time between team members, helping to ensure that work is distributed evenly.

This report may be of interest to any teams that work on projects, track their time in Jira, and use the Time Tracking feature in Jira. The report will help you get an overview of the tasks assigned to the user. You also get an overview of the assignee's total number of issues, remaining and original estimates.

The default report configuration is available when you create a new workload report. All you need to do to get a report is to select the scope for which the report will be built. At the same time, the default configuration can be changed at any time, so feel free to change the order of the content, add new rows or measures.

Using the report

First look

This template has all the necessary settings, selected rows and measures. To build a basic report, you can select the scope of projects, issues, etc. Based on this selection, the report will be built.

You will see a blank screen that asks you to select data. Once selected, the blank screen will be replaced by a chart with the data.

Please expand "Get Data" on the left and click the "Scope" field.

Open

You will see the basic search fields. Here you can select some projects, tasks or filters, for which report will then be generated.

Open

Once you select the scope, click “Apply filtering” in the top right corner to save your selection.

After saving, you will see the generated report on the right.

If you want to customize your report by adding new rows, changing their order, or adding new calculated measures, read Workload report | Customizing the report part of this article.

By default, the report has the following configuration: The report is built as a pivot table and contains Assigned, Issue as rows, Count of Issues, Remaining, and Original estimate, and their sum as measures.

Customizing the report

Drag-and-drop rows, columns and measures

You can change the order of rows, columns, and measures using drag-and-drop. To drag a dimention, please use the 6 dot icon near selected dimention to move it to the desired location.

Remove rows, columns and measures

To remove a dimention, please click on x icon near dimention.

Add new rows, columns and measures

To add a new dimention, please click on “+ Add a field”.

If you want to add a new row, for example to view data summarized by project, you can select the Project field in the Rows section.

If you want to get a new calculated field, use "+Add Field" in the Measures section, where all calculated fields are presented.

Changing chart type

By default, the report is created as a pivot table. You can change this type at any time. The following formats are available:

• Pivot

• Simple table (list)

• Pie chart

• Doughnut chart

• Number

• Bar chart

To select a different chart type, expand “Set Chart” and click on the field or arrow icon.

Please select your preferred chart in the open modal dialog.

After that please select required dimentions in “Set data“ section.