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Dashboards and reports are optional tools when you're starting out. Create them when you realize you need them.

Sometimes a team needs to see the big picture: how many issues were closed over a period, how the workload is distributed among employees, and whether employees are keeping up with the flow of issues. Reports and dashboards help with this:

  • Report — this is an XLSX, XML, or CSV file containing a list of issues or time spent. It's convenient to export, send to colleagues, analyze in a spreadsheet, or transfer to another system.
  • Dashboard — this is a page in Tracker with charts, tables, and issue lists. Use a dashboard if you want to see all important metrics in real time and in one place.

What is a report

A report is a file with data from issues in Tracker. It doesn't update automatically: if you need a new data snapshot, generate the report again.

There are two types of reports:

  • Issue report — a table with any issue parameters. Suitable for project status updates, exporting sprint issues, transferring a list to another team or program. Learn more: Issue report.
  • Report on time spent — shows how much time assignees spent on issues. Suitable for contractor reporting, monthly timesheets, and assessing team effort over a period. Learn more: Report on time spent.

How to create a report

  1. In the left panel, click Dashboards and reports.

  2. In the top-right corner, click CreateReport or Report on time spent.

  3. In the Data source field, specify the search criteria: issues that match them will appear in the report.

  4. Fill in the other parameters and click Generate report.

The report is generated in the background. This can take from a few seconds to several minutes — it depends on the volume of data. You can download the file when the status changes to Ready.

To avoid filling in the Data source, you can create a report directly on the page with the issue list: this could be a queue, project, or filter. Learn more in the article Create a report from an issue list.

What is a dashboard

A dashboard is a page with widgets. You can add issue lists, charts, tables, and notes to it. Data on a widget is updated at the frequency you selected in the settings.

You can send a link to a ready-made dashboard to your team or colleagues from other departments so they can view the current issue data themselves. Learn more in the article Configuring access to a dashboard.

You can also set a dashboard as the Tracker homepage. This is especially convenient at the start of the workday — you'll see all important changes on one screen instead of searching through different sections. Learn more in the article Making a dashboard your start page

How to create a dashboard

  1. In the left panel, click Dashboards and reportsCreate and select Dashboard.
  2. Enter a name and click Create again.
  3. An empty dashboard will open: you need to populate it with widgets. Which widgets to choose and how to add them is described in the article What you can add to a dashboard.

What to add to a dashboard

Tracker has several widget categories. The page for each widget explains how to use it and which settings to choose.

Task Widgets
Monitor lists of issues, goals, projects Issues, The "Projects and portfolios" widget, The "Goals" widget
Analyze issues Pivot table, Summary table with totals, Events chart widget, Issue statistics widget, Created/Resolved chart
Analyze team workload and performance Cycle time, Flow widget, Team performance
Add explanations and useful links Note, Widget "Information for employees", How to embed Yandex Calendar on a dashboard