Hierarchical Reports

Overview

The Hierarchical Reports module provides a powerful and flexible view of your work items with customizable columns and hierarchical relationships. You can configure which fields to display—including system fields, custom fields, and computed metrics—making it perfect for sprint reviews, quality tracking, progress monitoring, and custom reporting needs.

Accessing the Hierarchical Reports

1. Click Reports in the main navigation panel.
2. Select Hierarchical from the list of available reports.

Navigation & Controls

The report is controlled by a set of powerful tools located at the top of the page.

1. Project Selector Located at the top-right, this dropdown lets you choose the project for which you want to view the report. Once selected, the report automatically loads all related sprints and their associated work items.

2. Sprint Selector This dropdown dynamically updates to list only the sprints associated with the selected project. Use it to filter the table and focus on a single sprint. If no sprint is selected, the report displays all sprints.

3. Configure Button ⚙️ Opens the column configuration modal where you can customize which fields appear in your report. Your configuration is saved and will be remembered for future sessions.

4. Export Button Clicking this button opens a modal allowing you to export the currently visible report data in either Excel (.xlsx) or CSV (.csv) format.

Customizing Your Report

Configure Columns

Click the Configure button (⚙️) to open the column configuration modal. This powerful feature lets you tailor the report to your specific needs.

Configuration Options:

1. Select Fields

   • Browse available fields organized by category:
     • System Fields: Standard work item fields (Type, Priority, Workflow State, Dates, Assignee, etc.)
     • Computed Fields: Calculated metrics (Story Points, Time Logs, Progress %, Bug Counts)
     • Custom Fields: Any custom fields configured for your Work Items

2. Reorder Columns

   • Drag and drop selected fields to arrange them in your preferred order
   • The Key and Title columns are always displayed first

3. Save Your Configuration

   • Click Save to store your column preferences
   • Your configuration is remembered across sessions
   • All users in your organization will see the same report layout

4. Restore Default View

   • Click Restore Default to return to the original grouped view (by project and sprint)
   • This removes your custom configuration

Configuration Tips

• Start with a minimal set of columns for cleaner reports
• Add computed fields (like ∑ Story Points) to see aggregated totals in hierarchies
• Include custom fields specific to your workflow (e.g., Project Phase, Grades, Batch)

Report Display Modes

The Hierarchical Report operates in two modes based on your configuration:

Default Mode (Grouped View)

When no custom configuration is saved, the report displays:

• Work items grouped by Project and Sprint
• Standard columns: Type, Key, Title, Parent Key, Story Points, Logged Time
• Group headers showing project and sprint names
• Unassigned group for work items not assigned to any sprint

Configured Mode (Flat View)

After saving a custom configuration, the report displays:

• Flat hierarchical tree showing parent-child relationships
• Only the columns you selected
• No project/sprint group headers (project and sprint act as filters only)
• Focus on work item hierarchy and your chosen metrics

Available Fields

System Fields

Standard fields from your work items:

• Type: Work item type (Story, Task, Bug, etc.)
• Priority: Item priority level
• Workflow State: Current status in your workflow
• Start Date / End Date: Planned dates
• Actual Start Date / Completion Date: Actual dates
• Assignee: Who is working on this item
• And any other standard Work Item field

Computed Fields

Dynamically calculated metrics:

Field	Description
Story Points	Points assigned to this item only
∑ Story Points	Total points including all child items
Logged Time	Time logged on this item (formatted: "5h", "2.5d")
∑ Logged Time	Total time including all child items
Logged Time (Secs)	Raw time in seconds
Progress by Status	Individual item progress (0-100%)
∑ Progress by Status	Average progress of item and children
Bug Count	Number of bugs in this item's hierarchy
Fixed Bugs	Number of completed bugs in hierarchy

Custom Fields

Any custom fields you've added to Work Items will automatically appear in the field selector and can be included in your report.

Interactive Features

• Clickable Work Item Keys: Clicking any Key opens a side panel with complete details for that item, including description, status, time logs, attachments, and linked tasks.
• Parent-Child Nesting: The visual indentation of the Title column clearly shows task hierarchy. Parent items display aggregated metrics from all their children.
• Hierarchical Calculations: Computed fields with ∑ symbol automatically roll up totals to parent rows, giving accurate summaries for entire epics or stories.
• Flexible Filtering: Use Project and Sprint filters to narrow down your dataset while maintaining your custom column configuration.

Common Use Cases

Sprint Planning & Tracking

Configure columns for:

• Type, Story Points, ∑ Story Points, Progress by Status, ∑ Progress by Status
• Perfect for sprint reviews and tracking completion

Quality Tracking

Configure columns for:

• Type, Bug Count, Fixed Bugs, Workflow State, Progress by Status
• Monitor bug injection and resolution rates

Time & Effort Analysis

Configure columns for:

• Type, Story Points, Logged Time, ∑ Logged Time, Assignee
• Compare estimated vs. actual effort

Custom Workflow Tracking

Configure columns for:

• Type, [Your Custom Fields], Workflow State, Dates, Progress by Status
• Track your organization-specific metrics (Project Phase, Grades, Batch, etc.)

Stakeholder Reporting

Configure columns for:

• Type, ∑ Story Points, ∑ Logged Time, Completion Date, Progress by Status
• Export clean, focused reports for clients or management

Performance Note

The report performs well with up to 5,000 work items. For very large hierarchies, consider filtering by sprint or project to improve load times.

Export Options

Once you've configured your ideal view, export it in your preferred format:

• Excel (.xlsx): Full formatting, formulas preserved, ideal for further analysis
• CSV (.csv): Plain text format, compatible with any spreadsheet or database tool

Exported reports include all visible columns in your current configuration.