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Planview Customer Success Center

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

Question Answer

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

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 if you'd be interested in having a conversation about this topic
Do you have any add 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 spped reports will help with calculating and identifying velocity
Do you have any plans to add in app dashboards of reports you go to often as an enhancement? Right now, there is nothing planned around this. Please reach out to me at if you'd be interested in having a conversation about this topic
Do you have connectors with other analytical tools other than powerbi?
AgilePlace has a Tableau connector. You can find more information about that here:
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. So 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:"

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