Report with List of Assigned Entities Per User per Role | Targetprocess - Visual management software

Report with List of Assigned Entities Per User per Role

It is possible to build a report showing list of assigned entities (such as User Stories, Tasks, Bugs, Features, Requests) per user. Optionally, the report may include additional details such as  the Role of a User in the assignment, the name of the state the entity is now in, and the type of assigned entity.

Both Visual Reports and Custom Graphical Reports (obsolete) allow us to build, save, run and export such report.

Configuration in Visual Reports

Setup Data Source

Select Projects and Teams that contain the entities you would like to display in the report.

Data Sources: Assignments

Setup Data Source

Filter:

?Assignable.ModifyDate >= Today-30(days)

X: Role, User

Y: Assignable State, Assignable

Chart type: Scatterplot chart

Color: Assignable Type

Label: Assignable Id

Report with List of Assigned Entities Per User per Role. Image 2

Finish setup of the report.

View Report

Here is how a report filtered for a small team and short date range looks

View Report

Export Report

Press the button in the top right corner in order to export it to CSV file. Open the file in a spreadsheet editor: MS Excel or Google Spreadsheets.

Here is how generated CSV file looks:

Export Report

Configuration in Custom Graphical Reports (obsolete)

Setup Data source

Data source: Assigned Effort

Filter:

?GeneralUser is not None and Assignable.ModifyDate >= Today-30(days)

This advanced filter includes only recently modified entities with assigned users.

Select Projects and Teams that contain entities you would like to display in the report.

Setup Data source

Setup chart

X:

Role
GeneralUser.FirstName + " " +GeneralUser.LastName

Y:

Assignable.EntityState.Name
"#" + Assignable.Id.ToString() + " " + Assignable.Name

Alternatively, in the second line you may use just

Assignable.Id

(if you want to export IDs) or

Assignable.Name

(if you want to export names).

Color:

Assignable.EntityType

Chart Type: Scatter

Setup chart

Finish setup of the report.

View Report

Here is how a report filtered for a small team and short date range looks:

Report with List of Assigned Entities Per User per Role. Image 7

Export Report

Press the button in the top right corner in order to export it to CSV file. Open the file in a spreadsheet editor: MS Excel or Google Spreadsheets.

Here is how a generated CSV file looks:

Report with List of Assigned Entities Per User per Role. Image 8

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