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:
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:
Additional Interesting Details:
Question Being Answered: What work in process is currently blocked?
Data sets required: Cards
Fields to include:
Filter Criteria:
Additional Interesting Details:
Questions Being Answered: How often have we blocked work? Is that number increasing or decreasing over time?
Data sets required: Cards
Fields to include:
Filter Criteria:
Additional Interesting Details:
Question Being Answered: What is the overall status of our initiatives?
Data set(s) required: Cards
Fields to include:
Logic: Sum of card size per lane by parent card title
Additional Interesting Details:
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:
Logic: Calculate difference between estimated hours to actual hours to arrive at over/under.
Additional Interesting Details:
(Example uses Card Size as “estimated” and Custom Field as “actual” where some customers may use Custom Field for both estimate and actual)
Questions Being Answered: When is work scheduled to begin and end? Where is there overlap?
Data set(s) required: Cards
Fields to include:
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: