Book of Data Recipes
- Last updated
- Oct 7, 2022
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- Getting Started
- FAQs
- Account Questions
- Can I Change the Default Date Format?
- How Can I Opt Out of Assigned User Emails?
- How Do I Cancel My AgilePlace Account?
- How Do I Change The Owner Of Our AgilePlace Account?
- How Do I Decrease Licenses?
- How do I Invite Others to Join My AgilePlace Account?
- How do I Turn Off Email Notifications?
- Why am I Not Receiving Email Notifications from AgilePlace?
- Why Can't a Particular User See a Board?
- Board Questions
- Card Questions
- General Questions
- Can AgilePlace be Purchased Through a Reseller?
- Does AgilePlace Come With a Sample Board?
- Does AgilePlace Offer Education Discount Pricing?
- How Do I Purchase AgilePlace?
- How Do I Sign Up for AgilePlace?
- How Much Does an AgilePlace Subscription Cost?
- Is it Possible to Integrate AgilePlace with Other Applications?
- What are the System Requirements for AgilePlace?
- What is AgilePlace's Data Backup Policy?
- What is Kanban?
- What Level of Data Security Does AgilePlace Provide?
- Why Does AgilePlace Look Odd When I'm in Internet Explorer?
- Why Do I Receive An "Unauthorized" Error When Accessing Certain Features?
- Q&As from AgilePlace webinars
- Q&A from Best Practices for Building a Board - January 20th, 2022
- Q&A from The Power of Board Filters - Feb 24th, 2022
- Q&A from Tasks vs. Card Connections: Best Practices - March 17th, 2022
- Q&A from Reporting 101 - April 21st, 2022
- Q&A from Simplifying PI Planning with AgilePlace - June 2nd, 2022
- Q&A from Prioritizing with Card Scoring - August 18th, 2022
- Q&A from Best Practices for using OKRs in AgilePlace - Sept 22th, 2022
- Q&A from Centralized User Management with Planview Admin - July 7th, 2022
- Account Questions
- Boards
- Card Scoring
- Managing Boards
- Archive and Unarchive a Board
- Basic Board Administration
- Configure Board Settings
- Configure Custom Fields
- Create A New Board Or Duplicate Existing
- Delete a Board
- Edit Lane Settings
- Edit Your Board Layout
- Enable/Disable Card Deletion
- Export Board History
- Recently Accessed and Favorite Boards
- Set Work-In-Process (WIP) Limits
- Subscribe/Unsubscribe to Board and Lane Events
- Template Library
- Using and Managing Board Templates
- View the Activity Stream
- Work with Board Levels
- Understanding Boards
- Working with Agile Planning
- Work with Whiteboards
- Cards
- Card Automation
- Card Details
- Connections
- Managing Cards
- @mentions
- Access My Cards and Tasks
- Adjust Default Card Subscriptions
- Assign Users to Cards
- Base WIP Limits on Card Size
- Card Builder
- Card Layout
- Convert Cards to Tasks
- Create a Card
- Create a Card Type
- Create New Cards via Email
- Delete a Card
- Duplicate a Card
- Filter Cards on a Board
- Import and Export Cards
- Mirroring a Card
- Move a Card
- Move Multiple Cards
- Search for Cards on a Board
- Set Planned Dates for Cards
- Subscribe to a Card
- Taskboards
- Understand Actual Start and Actual Finish Dates
- Understand Blocked Work
- Using Right-Clicks to Perform Common Actions
- View Scheduled AgilePlace Cards In Your Calendar
- Account
- Account Administration
- Signing In
- User Administration
- Change a User's Password
- Configure Advanced Security
- Create or Add a User
- Delete a User
- Edit a User's Date Format
- Edit a User's Email/Login
- Edit a User's Name
- Edit a User's Time Zone
- Enable or Disable a User
- Enable Single-Sign-On (SSO)
- Give a User Board Creator Rights
- Give a User Team Organizer Rights
- Make a User an Account Administrator
- Set User and Team Board Roles and Access
- Upload User Avatars
- User Provisioning Capabilities
- Reporting
- Advanced Reporting
- What is Advanced Reporting?
- Advanced Reporting API: Getting Started
- Configure A Connection To The Reporting API With Excel
- Advanced Reporting API: Web Data Connectors for Tableau
- Advanced Reporting API: Connecting AgilePlace with Power BI
- Accessing AgilePlace data using OData
- Advanced Reporting API: Export Parameters
- Advanced Reporting API: URL Generator
- Advanced Reporting API Endpoints
- Advanced Reporting API: Blocked Card History Endpoint
- Advanced Reporting API: Cards Endpoint
- Advanced Reporting API: Card Lane History Endpoint
- Advanced Reporting API: Card Planning Increments Endpoint
- Advanced Reporting API: Comments Endpoint
- Advanced Reporting API: Connections Endpoint
- Advanced Reporting API: Current Lanes Endpoint
- Advanced Reporting API: Current User Assignments Endpoint
- Advanced Reporting API: Current User Task Assignments Endpoint
- Advanced Reporting API: Custom Fields Endpoint
- Advanced Reporting API: Historical User Assignments Endpoint
- Advanced Reporting API: Historical User Task Assignments Endpoint
- Advanced Reporting API: Planning Increments Endpoint
- Advanced Reporting API: Tags Endpoint
- Advanced Reporting API: Tasks Endpoint
- Standard Analytics Reports
- Understanding Analytics
- Advanced Reporting
- AgilePlace API
- Application API - v2
- Overview
- Account
- Attachment
- Automation
- Board
- Archive a board
- List assigned users on a board
- List card faces
- Create a new board
- Delete a board
- Export board history
- Get board details
- Get lane counts
- Get a list of leaf lanes for a board (lanes that can hold cards)
- List all boards
- List parent cards
- Bulk remove board members and roles
- Unarchive a board
- Update board settings
- Update a board's layout
- Update board roles
- Bulk update board members and roles
- List board users
- Board Filter
- Board Level
- Board Template
- Card
- Get recent card activity
- Assign or unassign one or more users or teams to cards
- Create a card
- Create a task card
- Delete a card by id
- Delete multiple cards
- Get card details by card id
- Get a list of cards
- Get a list of cards using POST
- Get a list of task cards for a card
- Move a card
- Get taskboard lanes for a card
- Update a card
- Card Scoring
- Card Type
- Comment
- Connections
- Get a list of child board connections
- Get a list of child cards
- Connect a parent card to one or more child cards
- Create parent and child connections
- Delete all connections by board id
- Delete Connections
- Get a list of parent board connections
- Get a list of parent cards
- Get drill through statistics for child boards
- Custom Field
- Custom Icon
- Lane
- Planning Series
- Create a new planning increment
- Create a new planning series
- Delete a planning increment by id
- Delete a series by id
- Get a specified planning increment
- Get a specified planning series
- Get a list of increments for a planning series
- Get a list of planning series for an account
- Update an existing planning increment
- Update an existing planning series
- Tags
- Team
- Token Auth
- User
- User Invitation
- Application API - v1 (Legacy)
- User Provisioning API
- User Provisioning Capabilities
- User Provisioning API Getting Started
- User Provisioning API: Create a User
- User Provisioning API: Delete a User
- User Provisioning API: Get Information About a User
- User Provisioning API: Search for a User
- User Provisioning API: Update A User (PATCH)
- User Provisioning API: Update a User (PUT)
- v2 TestReview
- Application API - v2
- SAFe Methodology
- Implementing SAFe in AgilePlace
- Implementing at the Value Stream Level
- Implementing SAFe At The Portfolio Level
- Implementing SAFe At The Program Level
- Implementing SAFe at the Team Level
- Introduction to AgilePlace’s SAFe Templates
- Managing SAFe Objectives and Risks
- Managing Your Implementation Using The Implementation Railway
- Quantitative SAFe Metrics in AgilePlace
- Implementing SAFe in AgilePlace
- Support
- Product Releases
- Archive
- 2025 Archive
- 2024 Archive
- 2023 Archive
- January 2023 Release Notes
- February 2023 Release Notes
- March 2023 Release Notes
- April 2023 Release Notes
- May 2023 Release Notes
- June 2023 Release Notes
- July 2023 Release Notes
- August 2023 Release Notes
- September 2023 Release Notes
- October 2023 Release Notes
- November 2023 Release Notes
- December 2023 Release Notes
- 2022 Archive
- 2021 Archive
- January 1, 2021 Release Notes
- January 8, 2021 Release Notes
- January 15, 2021 Release Notes
- January 22, 2021 Release Notes
- January 29, 2021 Release Notes
- February 5, 2021 Release Notes
- February 12, 2021 Release Notes
- February 19, 2021 Release Notes
- February 26, 2021 Release Notes
- March 5, 2021 Release Notes
- March 12, 2021 Release Notes
- March 19, 2021 Release Notes
- March 26, 2021 Release Notes
- April 02, 2021 Release Notes
- April 09, 2021 Release Notes
- April 16, 2021 Release Notes
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- April 30, 2021 Release Notes
- May 07, 2021 Release Notes
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- June 25, 2021 Release Notes
- July 2, 2021 Release Notes
- July 09, 2021 Release Notes
- July 16, 2021 Release Notes
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- July 30, 2021 Release Notes
- August 2021 Release Notes
- September 2021 Release Notes
- October 2021 Release Notes
- November 2021 Release Notes
- December 2021 Release Notes
- 2020 Archive
- April 10, 2020 Release Notes
- April 17, 2020 Release Notes
- April 24, 2020 Release Notes
- April 3, 2020 Release Notes
- August 14, 2020 Release Notes
- August 21, 2020 Release Notes
- August 28, 2020 Release Notes
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- December 18, 2020 Release Notes
- December 4, 2020 Release Notes
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- February 21, 2020 Release Notes
- February 28, 2020 Release Notes
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- January 10, 2020 Release Notes
- January 17, 2020 Release Notes
- January 24, 2020 Release Notes
- January 3, 2020 Release Notes
- July 10, 2020 Release Notes
- July 17, 2020 Release Notes
- July 24, 2020 Release Notes
- July 3, 2020 Release Notes
- July 31, 2020 Release Notes
- June 12, 2020 Release Notes
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- May 1, 2020 Release Notes
- May 15, 2020 Release Notes
- May 22, 2020 Release Notes
- May 29, 2020 Release Notes
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- November 13, 2020 Release Notes
- November 20, 2020 Release Notes
- November 27, 2020 Release Notes
- November 6, 2020 Release Notes
- October 16, 2020 Release Notes
- October 2, 2020 Release Notes
- October 23, 2020 Release Notes
- October 30, 2020 Release Notes
- October 9, 2020 Release Notes
- September 11, 2020 Release Notes
- September 18, 2020 Release Notes
- September 25, 2020 Release Notes
- September 4, 2020 Release Notes
- 2019 Archive
- August 16, 2019 Release Notes
- August 2, 2019 Release Notes
- August 23, 2019 Release Notes
- December 13, 2019 Release Notes
- December 20, 2019 Release Notes
- February 1, 2019 Release Notes
- February 15, 2019 Release Notes
- February 22, 2019 Release Notes
- February 8, 2019 Release Notes
- January 11, 2019 Release Notes
- January 18, 2019 Release Notes
- January 25, 2019 Release Notes
- January 4, 2019 Release Notes
- July 19, 2019 Release Notes
- June 28, 2019 Release Notes
- June 7, 2019 Release Notes
- March 15, 2019 Release Notes
- May 17, 2019 Release Notes
- November 22, 2019 Release Notes
- October 18, 2019 Release Notes
- October 4, 2019 Release Notes
- 2018 Archive
- Coming Soon
- Planview Labs Program
- Archive
- AgilePlace Enablement Webinars
- Integrations
- OKRs
- AgilePlace Videos
- 13 Minute Thursdays Agile Planning Q&A
- Copilot
The Advanced Reporting API provides the ability to report across multiple boards and create your own versions of analysis. Whether you use API endpoints or you map to authenticated URLs, there are boundless opportunities to generate insightful reports with your data, so you can make more informed decisions about your work and continuous improvement efforts.
Our "Book of Data Recipes" shares some of the most popular insights sought by our customers. By providing high-level instructions about how to work with your AgilePlace data, we hope that you can cook up some insights of your own -- and even experiment with your own new data recipes.
Jump to Recipes for:
- Assigned User Trends
- Blocked WIP
- Blocker Trends
- Project Progress
- Estimated vs. Actual Hours
- Planned Start and Finish View
Assigned User Trends
Questions Being Answered: How much work is each team member taking on over the course of time? Who keeps taking on all of the work?
Data set required: Historical User Assignments
Fields to include:
- Assigned to Date
- Assigned User Full Name
- Duration (Days)
Additional Interesting Details:
- Priority field to understand who is working on the most critical items
- Card Type Title to understand variety of work being taken on
- Card Title to get more details
- Card Size sum to see how points add up across all cards (add Cards data source and join data by Card ID)

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Blocked WIP
Question Being Answered: What work in process is currently blocked?
Data sets required: Cards
Fields to include:
- Last Activity Date
- Current Board ID
- Card ID
- Card Title
- Current Blocked Reason
- Actual Start Date
- Actual Finish Date
Filter Criteria:
- Current Blocked Reason = not null
- Actual Start Date = not null
- Actual Finish Date = null
Additional Interesting Details:
- Include Priority to understand risk level associated with blocker
- Include and/or sort by Parent Card Title to see what higher level efforts are impacted

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Blocker Trends
Questions Being Answered: How often have we blocked work? Is that number increasing or decreasing over time?
Data sets required: Cards
Fields to include:
- Last Activity Date
- Current Blocked Reason
- Board Title
Filter Criteria:
- Board Title
- Is Card Blocked = not null
Additional Interesting Details:
- Include Tag information for additional filtering (add Tags data source and join data by Card ID)

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Project Progress
Question Being Answered: What is the overall status of our initiatives?
Data set(s) required: Cards
Fields to include:
- Parent Card Title
- Card Size
- Current Lane
Logic: Sum of card size per lane by parent card title
Additional Interesting Details:
- Actual start and actual finish date logic to determine progress if lane structure is complex
- Card Type filtering
- Priority to evaluate risk

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Estimated vs. Actual Hours
Question Being Answered: What were the actual hours compared to estimated hours?
Data set(s) required: Cards, Custom Fields (join with Card ID)
Fields to include:
- Card Title
- Card Size
- Custom Field used for hours tracking
Logic: Calculate difference between estimated hours to actual hours to arrive at over/under.
Additional Interesting Details:
- Priority to evaluate impact
- Include Parent Card ID to group/sort by “Project/Epic/Story”
- Include Card Type for grouping
(Example uses Card Size as “estimated” and Custom Field as “actual” where some customers may use Custom Field for both estimate and actual)

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Planned Start and Finish View
Questions Being Answered: When is work scheduled to begin and end? Where is there overlap?
Data set(s) required: Cards
Fields to include:
- Planned Start
- Planned Finish
- Card Title
Logic: Calculate difference between Planned Start and Planned Finish to arrive at planned duration. Show planned start and duration to create gantt view.
Additional Interesting Details:
- Include Card is Blocked field to show where work is being held up
- Filter by Card Type
- Blend with Tags data set (join via Card ID) to filter results by tag
- Blend with Current User Assignments (join via Card ID) to see assignee information

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