To generate reports on a global level, you can use the Reporting tool.
Important: Users will be able to run reports only for cards that are located on boards, where the user's board role includes the relevant permissions in order to run the report.
Account Owners will be able to pull information for cards from all boards.
To run a Report -> look at the top bar and select the Report Icon.
There are six types of reports you can create:
- "Worklog entries" report
- "Worklog per item" report
- "Cycle time per column" report
- "Initiatives and Outcomes" report
- "Blockers" report
- "Throughput" report
The results you get are available for export in CSV format. Each exported file matches the original one as displayed in the reporting tool.
1. How to Save a report?
When you click on “Save” in the bottom left corner after configuring your report, the following window will appear.
(1) Name - give a name to your report (this field is mandatory)
(2) Description - add a description to the report if relevant.
If you don’t want to share this report with anyone, you can stop here.
But if you want to share this report with other people or if you want to use these reports with Power BI you will have to check the “Share this report as public” (3) option.
(4) Password - you can protect the public report with a password. Password is entered upon creation and can be changed only by the report's author
Once you save your report, you will be able to access the (5) Public Link, which you can use to share the report as well as the (6) Power BI query.
2. How to Load a report?
When you click on “Load” in the bottom left corner, it opens up the list of saved reports. After selecting the desired report, it will open up and load into the search. You will be able to modify it and save the modified report if needed.
3. Pivot reporting view
When you open up the Reporting tool, you will see the following window:
This is the Pivot view of the Reporting facility. To learn more about the ways you can us it to generate reports and display your data, you can read the dedicated article.
Note that there is a 10k result limit in the Kanbanize UI for all reports and a 50k result limit when exporting or using them in PowerBI.