Exceptions
- Last updated
- Oct 24, 2024
- Save as PDF
- 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
- Book of Data Recipes
- 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
- April 23, 2021 Release Notes
- April 30, 2021 Release Notes
- May 07, 2021 Release Notes
- May 14, 2021 Release Notes
- May 21, 2021 Release Notes
- May 28, 2021 Release Notes
- June 04, 2021 Release Notes
- June 11, 2021 Release Notes
- June 18, 2021 Release Notes
- June 25, 2021 Release Notes
- July 2, 2021 Release Notes
- July 09, 2021 Release Notes
- July 16, 2021 Release Notes
- July 23, 2021 Release Notes
- 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
- August 7, 2020 Release Notes
- December 11, 2020 Release Notes
- December 18, 2020 Release Notes
- December 4, 2020 Release Notes
- February 14, 2020 Release Notes
- February 21, 2020 Release Notes
- February 28, 2020 Release Notes
- February 7, 2020 Release Notes
- 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
- June 19, 2020 Release Notes
- June 26, 2020 Release Notes
- June 5, 2020 Release Notes
- March 13, 2020 Release Notes
- March 20, 2020 Release Notes
- March 27, 2020 Release Notes
- March 6, 2020 Release Notes
- May 1, 2020 Release Notes
- May 15, 2020 Release Notes
- May 22, 2020 Release Notes
- May 29, 2020 Release Notes
- May 8, 2020 Release Notes
- 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 Exceptions Report can help team leaders know when to intervene to keep their team’s work on track. It also helps teams better identify problems and make room for improvement.
Here you'll learn how to:
- Access the Exceptions Report
- Understand the Exceptions Report
- Filter the Exceptions Report
- Export the Exceptions Report
Access the Exceptions Report
- Click the chart icon to reveal the dropdown menu.
- Select Exceptions from the list to reveal the report for that board.

Click to enlarge
The default Exceptions report displays the number of cards in each priority level and card status on the board. You can:
- Click on the individual Priority levels or Card Status types to highlight and filter the information displayed in the Details table.
- Switch between a card view and a list view in the Details table.
- Click a card to view it on its board.

Click to enlarge
Understand the Exceptions Report
The Exceptions report displays the number of cards in each priority level and status on the board in a horizontal bar chart. Below the chart, the Details table displays a card or list view of the information displayed in the chart.
Card Statuses
- Blocked cards/work: Cards that have been marked as blocked.
- Missed start dates: Cards that did not move from the backlog onto the main board by their planned start date and have not yet moved to the archive lane.
- Missed finish dates: Cards that have not moved to the archive lane by their planned finish date. If the finish date is before today AND the card is not in the archive lane it will fall under Missed Finish.
- Inactive cards/work: Cards that haven’t moved or had any activity in the number of days indicated in the Inactive field (4 by default). Cards in the Archive aren't counted as being inactive.
- > Avg Cycle Time: Cards that are still in process and have already taken longer than their card type's average cycle time to complete. For example, if green cards historically have taken an average of 7 days to complete, any green cards that have spent more than 7 days on your board (excluding backlog & archive/completed lanes) will be displayed here.
NOTE
If a card qualifies as more than one of these exceptions, it will show in each bar that it qualifies for. The Blocked, Missed Start, Missed Finish and Inactive counts include cards from all lanes on the board, excluding completed lanes.
Card View
The Card View displays the card details of the selected priorities and statuses in the bar chart.

Click to enlarge
List View
The List View displays the card's Title, Type, Icons, Users, and whether the card falls under the category of Blocked, Missed Start, Missed Finish, Inactive, and/or > Avg. Cycle Time.

Click to enlarge
Filter the Exceptions Report
Filter by Inactivity
Inactive cards are defined as having no actions (such as edits, comments, or attachments) taken on them for a set period of time. To set a threshold for the period of time to pass before a card is considered inactive, use the Inactive (In Days) field.

Click to enlarge
Filter by Card Status
You can filter by Card Status by checking the box next to the statuses you’d like to include:
- Not Started includes cards contained in the backlog portion of your board, or the first lane on your board, including its sub-lanes.
- Started includes cards contained in the in-progress portion of your board.
- Started and Not Started includes lanes from both of these lane classes.

Click to enlarge
Filter by Card Type
You can filter by Card Type by selecting one or more card types from the list.

Click to enlarge
Filter by Custom Icon
If Custom Icons are enabled for your account, you can filter by Custom Icon by selecting one or more Custom Icon from the list.

Click to enlarge
Filter by Priority
To filter the chart by Priority, click Priorities and select the priorities you want to include from the list.

Click to enlarge
Filter by Tags
You can filter by card tags by typing keywords in the Tags field.

Click to enlarge
Export the Exceptions Report
To export the Exceptions report to PDF or CSV format, click the Export button and select the desired format.

Click to enlarge