Dear all,

I would like to inform you that this issue in the project JPOSERVER is being migrated to the new project JSWSERVER. Your votes and comments will remain unchanged.
Our team at Atlassian will continue to monitor this issue for further updates, so please feel free to share your thoughts or feedback in the comments.

Sincerely,
Aakrity Tibrewal
Jira DC

Those who look for Excel reports on Portfolio data may want to try this integration. While those who has a use related to printing may want to try this other integration.

1. I would also find a “Team Member Allocation by Time Period” report very helpful as detailed by Dave 4/May/17
2. Include Epic name in the export of the Scope Report.
3. Printable version of the Schedule view shown on the screen, especially when the view needs to be scrolled to see all the data.  This would complement the share feature, which is very good.
4. The Release date entered in Jira and used for the Jira roadmap is not reported in Portfolio.  Can these field be included in the Scope report, or are you expecting that we add it manually as the Target end date?  

Thank you all for the suggestions, keep them coming   We can see that many of you are interested in capacity related reports. Please comment here for additional types of reports that can help you mange your projects portfolio. 

Thanks eli.mata2088558049 we will look at each ticket individually and provide feedback when we decide to prioritize the respective features in our roadmap. 

The Portfolio for JIRA team

To properly tackle reporting I think we first need to tackle some shortcomings in Portfolio.
Below is a list of issues that IMO would make Portfolio a better tool. Some, if not most of these, are reporting issues.

• Make Initiative burn-down and Initiative reports available on JIRA Portfolio. JPOCLOUD-1918 
• Replicate Theme field from Portfolio to JIRA Issue. JPOCLOUD-525
• Force new tickets for specified Issue Sources to go automatically into the Later release. JPOCLOUD-1730
• Having the option for the user to re-order/re-arrange column in JIRA Portfolio. JPOCLOUD-497
• Allow Portfolio to book issues into sprints if capacity is still available. JPOCLOUD-1867
• Allow ability to Filter by Sprint name in Portfolio. JPOCLOUD-1508
• Ability to order statuses within columns. JSWCLOUD-9675
• Provide a feature to select an active Sprint from a board. JPOCLOUD-1510
• A mechanism for Bulk Updates in Portfolio. JPOCLOUD-1870
• Using Parent link field in issue source corrupts hierarchy. JPOCLOUD-1894
• Being able to assign stories directly to Initiatives. Rather than Epic then Init.

1. Still on trial, but the only existing report we find useful is the Scope report.
2. The project managers would like to share Portfolio planning reports with upper management
3. Mostly as Excel spreadsheets

Our #1 request is the ability to export Team data.  A simple report with Team Name, Member, Allocation and Skills would be useful.

We’d also like to see a “Team Member Allocation by Time Period” report which would be bounded by dates (ie Jan 1 to Jan 31) and shows:

• the work item
• the team member
• the skills they possess (of which one will be a role)
• based on the calculation of the plan, the number of hours it is expecting they spend on the work item.

Thanks,

Dave

Avaya Canada Corp

Hey Portfolio Team,

1.  The release report, Themes, Schedule and Capacity.

2.  Mostly the reports view is used by the users of Portfolio (Product Owners, Scrum Masters, Project Managers, Programme Managers, Portfolio Managers).

3.  Embed at the moment, but would love some sort of PDF option, which is nicely formatted.

4.  Exception reports and information on teams (if you are splitting time for an individual over teams, it would be nice to see some sort of allocation of teams somewhere without having to go the managed shared teams and drill into each person.  Also a report to see upcoming periods of absence for people in teams whether for leave or otherwise.)

5.  Additional filtering on the toolbar for components / labels and potentially custom fields, and a grouping by a specific custom field.

Our clients are super excited to use Portfolio, and are constantly asking me when new features are coming out.  Thanks to the team for building a product which changes our clients lives.

Thanks!!!

Hi guys, we are looking into improving Portfolio's reporting capabilities. We are interested in your thoughts about the following:

1. Which reports do you share the most in Portfolio today?
2. With who do you share Portfolio's reports?
3. How do you share Portfolio's reports?(embed in Confluence, link, etc..)
4. What kind of reports would you like us to add?

Thanks for your feedback & support

The Portfolio for JIRA team

Oh my I just tried to print a report to embed in another document.

Not a fun experience...

Be nice if the reports could at least give the information that is displayed on the other screens in portfolio.  or if I had an option to customise the report....

Please make sure you don't forget about Portfolio when thinking about better reporting - please don't just do it for cire JIRA