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Planview Customer Success Center

Q&A from Reporting 101 - April 21st, 2022

Q&As from the AgilePlace Reporting 101 webinar

Question Answer

Can there be dependencies besides parent/child such as stories from one team dependent on other stories from another team?

Our recommended best practice for representing dependencies in AgilePlace is through parent/child connections. 
Capacity planning is a great feature. Can you elaborate how flexible the percentages definition is?  The Assigned Users Report percentages will adjust based on the filters that are applied to the report.
Connections to parent cards are big selling point in AgilePlace. Are there reports in AgilePlace that take advantage of this? Not today. Please reach out to me at jhigh@planview.com if you'd be interested in having a conversation about this topic.
Do you have the ability to save report lanes and settings, like you can with filters? Personal report filter settings will be maintained during a user's session. Today, it is not possible to save a report filter like it's possible to save a board filter.
Does the timeline report mainly run based on the status you label it with? Is there any other option, like per lane? Answered live
Is there story point tracking? lending to velocity It is possible to calculate most reports by card size. The flow, burndown, and speed reports will help with calculating and identifying velocity.
Do you have any plans to add in-app dashboards of reports you visit often as an enhancement? Right now, there is nothing planned around this. Please reach out to me at jhigh@planview.com if you'd be interested in having a conversation about this topic.
Do you have connectors with other analytical tools other than Power BI?
 
AgilePlace has a Tableau connector. You can find more information about that here: https://success.planview.com/Planvie...rs_for_Tableau
 
I'd like to see if we can run a report based on the lane it's in vs. the status label you add to the card -- for example, if I choose to add a lane that is "business" vs. a status label. Which report can be used for that? 
 

Answered live + the following reports are possible to filter by lane:

https://success.planview.com/Planvie...Assigned_Users

https://success.planview.com/Planvie...Burndown_Chart

https://success.planview.com/Planvie...ribution_Chart

https://success.planview.com/Planvie...rts/Efficiency

https://success.planview.com/Planvie...s_Reports/Flow

https://success.planview.com/Planvie...ocess_Control)"
 

Any plan to be able to export the timeline report? Right now, we don't have any plans to support this.