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Table of Contents

 

Overview

You can create reports in dynaBOARD, which will then be sent to you by email in certain intervals. Just click on Reports in the menu on the left hand side.

Create new report

To create a job for report creation, just fill out the form in the upper block named "New Report":

  • Name - a short description for the report, which will also be used in email subjects when sending them out.
  • Project - the corresponding project, for which you want to receive a report. If you select the report type Project Overview, you do not need to select a project - in this report type all projects will be summarized.
  • Report type - choose the desired report type (see below for examples)
  • Interval - decide how often you want to receive the report (daily, weekly or monthly)

Report types

Below you find examples for the possible report types:

Project overview

The project overview shows core information for all active projects. You will also see:

  • Progress per project in percent (relation resolved to unresolved issues)
  • Count of unresolved issues
  • Count of approvable issues

A maximum of 50 projects will be listed in the report.

Open issues

The report Open issues shows you an overview of the currently open (i.e. unresolved) issues in the project. The following information will be shown:

  • Type of issue
  • Issue key
  • Summary
  • Assignee
  • Priority
  • Status
  • Creation date
  • Date of last change

A maximum of 100 issues will be listed in the report.

Approvable issues

The report Approvable issues shows you an overview of all issues which are currently in a status set for approval by you. You can approve or disapprove these issues throught the dynaBOARD portal.

The following information will be shown:

  • Type of issue
  • Issue key
  • Summary
  • Assignee
  • Priority
  • Status
  • Creation date
  • Date of last change

A maximum of 100 issues will be listed in the report.

Generate report now

After creating a report job you can let the system create the report right away (e.g. to see if the desired information is contained in the report). Just click on Generate report now in the action column.

The report will be generated and send to you by email.

Lock / Unlock report

You can lock reports, e.g. to suspend the report sending, without deleting the report. Just click on Lock report in the action column.

Also you may unlock the report, and make it active for the next automated sending interval.

To generate a report manually, it does not need to be unlocked / active - you may do this with any report.

Delete report

You can delete a report job any time. Just click on Delete in the action column. The report job will be removed from the list, and the next automated generation interval will not be triggered.

Sending schedule

The report emails will be send out as follows:

Interval daily: every day at 1:00 am

Interval weekly: every monday at 1:00 am

Interval monthly: on the first day of every month at 1:00 am