Reports Overview
- Last updated
- Oct 10, 2022
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- Getting Started
- FAQs
- Account Questions
- Can I Change the Default Date Format?
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- Board Questions
- Card Questions
- General Questions
- Can AgilePlace be Purchased Through a Reseller?
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- 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
- 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 cardsIds within a specific increment status category
- Get a specified planning increment
- Get the status of cards in an 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
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- 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
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- March 26, 2021 Release Notes
- April 02, 2021 Release Notes
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- 2020 Archive
- April 10, 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
AgilePlace provides analytic capabilities to help you measure the performance of your process or value stream. This information is valuable in understanding waste or inefficiencies, identifying bottlenecks, and measuring improvements.
To view an individual board's analytics:
- Click the chart icon in the top menu bar.
- You can choose from a list of available reports from the dropdown menu that appears.
- Select which analytics feature you would like to view.
NOTE
Not all reports shown here will be available in all AgilePlace accounts.

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These reports provide the information needed to ensure maximum performance of your process. While on a specific report's screen you can easily access the other reports via the same menu under the chart icon.
Speed

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In AgilePlace, the Speed Report shows the average amount of time that a card takes to be processed from a specified start lane(s) to a specified finish lane. It also provides a mechanism for monitoring variability within a system while identifying systems that are "not in control," i.e. not within acceptable limits of variability. This report is generally used to calculate the amount of time that work items take from the time that they enter the work in progress until they are complete.
Cycle Time ("How long does it take us to complete cards?") demonstrates the average amount of time that a work item takes to be processed through the system, i.e. from start to finish. This measurement can be calculated over a given time period to demonstrate increases or decreases in the average amount of time required to process work items. Tracking the average cycle time over a period of time can help you evaluate the effectiveness of system improvements or the detrimental effect of changes to the system like taking on more WIP. Understanding your Cycle/Lead time can also help to provide estimates of future work items.
The Process Control Diagram ("Where do we need to focus our improvement efforts?") demonstrates the variability of cycle times for work items that are moving through your process. This diagram allows you to monitor changes in variability, look for outliers, and drill down into specific cards to investigate root causes.
Calculations of lead and cycle time in the Speed report are based on the start and finish lanes chosen in the lane selector and the date range selected.
How Changes to your Board Layout affect the Speed Report
Effects of Adding New (top level) Lanes:
As new lanes and their associated sub-lanes are added to the board, users will see them in the Speed chart lane selector.
Cards travelling through the lanes will have a record of being there. The data will begin to aggregate for that lane in the Speed chart and over time more historical information will be available.
Effects of Removing Lanes:
As lanes or sub-lanes are deleted, users will no longer be able to select them in the Speed chart lane selector, even if cards being reported on where in those deleted lanes within the dates specified on the report, thus eliminating the data point for a card in that lane.
Effects of Splitting Existing Lanes:
The process of splitting an existing lane into sub-lanes effectively deletes the original lane. It’s not possible to report on data about the original lane anymore, because it is gone. Cards travelling through the new sub-lanes will have a record of having been in those sub-lanes.
Distribution

The Distribution Diagram shows the current distribution of cards on the board by lane, priority, type, assigned user, or custom icon. These snapshots provide a quick overview of the how work items are distributed within the system and how much of your capacity is dedicated to different types of work.
How Changes to your Board Layout affect the Distribution Diagrams
Calculation of the count of cards is dependent upon start and finish lanes chosen in lane selector, showing current lanes only. Similar to the Speed report, if a lane had existed sometime in the past, but has been deleted, then the lane will not be available in the Distribution report’s lane selector.
Efficiency

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If a card is in your board's Doing lane, that doesn't necessarily mean it's being done. The Efficiency Report helps you to determine the amount of your in-process work that is active or inactive over a specific period of time. Using this report can help you understand which lanes or areas of your board may be inefficient. It can also help you to determine where and how to implement lane WIP limits.
PLANNED PERCENT COMPLETE ("PPC")

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AgilePlace's Planned Percent Complete (PPC) chart compares the planned finish date to the actual finish date to determine whether the item was finished early, on time, or late.
It answers the question, "For the items with a planned finish date of this date, what percentage were completed by the end of this date?"
NOTE
If the cards on your board do not have planned finish dates, the PPC chart is unlikely to prove useful to you.
For each day between the start and end dates, Planned Percentage Complete chart displays the percentage of cards that were completed either early or on time, and plots the trend of these percentages.
It also includes a bar chart, where cards are tallied on their planned finish date and according to whether they were completed early, on time, or late.
The table at the bottom of the report includes all the cards represented in the report, their actual/planned start/finish dates, the number of days off from their planned finish, and the color coded Card Status for each.
How Changes to your Board Layout affect the Planned Percent Complete (PPC) Chart
Calculations in the Planned Percent Complete report are based upon the lanes chosen in the lane selector and the date range selected.
Burndown

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The Burndown chart in AgilePlace helps teams that have a specific amount of work to complete in a specific period of time visualize their progress and answer the question, “Are we on track to complete the planned work by the deadline/end of this iteration/sprint?" It also helps to understand the impact of unplanned work
The Burndown chart classifies included cards as either planned work or unplanned work.
- Planned work is any card that existed in the selected start lane(s) on the selected start date.
- Unplanned work is defined as any card that is added to the start lane(s) after the start date and before the end date.
- The ideal burndown trend is the pace at which planned work would need to be completed in order to complete the planned work by the end date.
How Changes to your Board Layout affect the Burndown Chart
Burndown report calculations are based on the start and finish lanes chosen in the lane selector and the date range selected.
Exceptions

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The Exceptions Report in AgilePlace can help team leaders know when to intervene to keep their team’s work on track. The report also helps teams better identify problems and make room for improvement.
What are Exceptions?
Card Statuses
- Blocked work
- Missed start dates
- Missed finish dates
- Stale cards/work
How Changes to your Board Layout affect the Exceptions Report
There is not a lane selector in this report, so edits to the board’s lanes won’t affect the Exceptions report. The card “Start” and “Finish” information is based upon the Actual Start Date and Actual Finish Date.
Flow

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The Flow Diagram shows the relative amount of work in progress for each lane over time. Variations in the width of the colored bands in the chart indicate either more or less work in that lane over time. Widening bands often represent bottleneck situations. The amount of work in process is also a good predictor of the remaining cycle time.
How Changes to your Board Layout affect the Flow Report
Calculations are based on the start and finish lanes chosen in the lane selector and the date range selected.
Assigned Users

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The Assigned Users chart shows the current distribution of cards within a board by assigned user. This allows you to evaluate assigned user information quickly to help determine if work is effectively allocated.
Timeline

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The Timeline report allows you and your team to easily view scheduled work items within your AgilePlace board. The report displays work items spanning from their planned start to their planned finish dates or from their actual start to their actual finish dates.