This document provides a step-by-step guide to generating an issue distribution report by project and issue type. Using Visionade and Jira as data source, project managers and team leads can gain insights into their project workload distribution, track issue types across different projects, and optimize resource allocation for better project management. The report will be displayed as a Pie Chart for visual representation.
📋 Table of Contents
📊 Introduction
Understanding how issues are distributed across projects and issue types is crucial for effective project management. An issue distribution report allows project managers to identify workload imbalances, track issue type patterns, and make data-driven decisions about resource allocation and project prioritization. Visionade enables seamless data extraction from Jira and visualization within Jira Dashboards for real-time tracking.
💡 Pro Tip: This tutorial shows how to transform raw Jira issue data into actionable project management insights using Visionade's powerful reporting capabilities.
✅ Prerequisites
Before generating the report, ensure the following conditions are met:
Visionade Installation
Visionade is installed and accessible within your Jira environment.
Jira Connection
Jira is connected and contains project and issue data across multiple projects.
Admin Access
User has Jira Admin permission and has access to Jira Dashboards.
Data Structure
Issue data structure includes key fields such as Project, Issue Type, Status, Priority, and Assignee.
🎯 Post-condition
- ✅ A dynamic issue distribution report by project and issue type will be displayed on the Jira Dashboard.
- ✅ Configured report is saved in Reports list.
- ✅ Visual charts and tables show distribution patterns across projects and issue types.
🔄 Use Case Flow Diagram
Configure Jira Source
Set up Jira data source connection
Configure Data Set
Define data parameters and filters
Configure Report
Build analytics and visualizations
Add to Dashboard
Display report in Jira
View Results
Analyze distribution patterns
🚀 Step-by-Step Implementation
Step 1: Configure Jira Data Source
Open Data Sources tab, click on Jira source
Click Select Dimensions button
Select dimensions and then click Save Selected
Click Index All Dimensions button to reindex the data of all selected dimensions, ensuring it is fully up to date.
Step 2: Configure Data Set
Open Data Sets tab, click Create Data Set button
Enter "Project SM" for Data Set Name
Select "Jira" in Select Data Sources section
In Select Dimensions section, select/deselect dimensions based on your needs
Enter JQL query to filter the issues you want to analyze:
project IN (SM)
Then click "Run Query" or "Preview" button to filter and preview data in Data Preview section
Click Save to save data set configuration
Step 3: Configure Issue Distribution Report
Open Reports tab, click Create Report button
Enter "Issue Distribution Report" for Report Name and click Next button
In Table View tab, select data set "Project SM" that we have configured
Open Analytics & Pivot tab to start configuring report
Drag dimension Issue Type to section Rows to view issue types as row headers
Drag dimension Project to section Columns to view projects as column headers
Drag dimension Issue Key to section Values to count issues in each cell
Select Count in Aggregation field
Drag dimension Created Date to dimension Filters to filter issues created in 2025
Click on Created Date dimension to select filter condition Date Is After and enter value "2025-01-01"
📅 Date Format: Use format YYYY-MM-DD
Select Pie Chart in section Visualization
Click Apply Config to generate report
Click Save to save report configuration
Step 4: Add Issue Distribution Report to Jira Dashboard
Open Dashboards screen and click Create dashboard button
Fill in Name and click Save
Click Edit button to edit the dashboard
Search "Visionade" to search gadget
Click Add button on Visionade Report gadget
Select Issue Distribution Report
Click "Save Changes" to save changes on gadget
Click "Change layout" and select "One column"
Click Done to save dashboard
Step 5: Result
🎉 Success!
Issue distribution report is displayed on Jira Dashboard.
You now have a dynamic, real-time report that shows issue distribution across projects and issue types as a pie chart, helping you identify workload patterns and optimize resource allocation.
🎯 Conclusion
By leveraging Visionade and Jira, project managers can efficiently track issue distribution across projects and issue types. This report enables data-driven decision-making, helping teams identify workload imbalances, optimize resource allocation, and improve project management effectiveness.
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For additional screenshots, detailed configurations, and troubleshooting tips, visit our comprehensive Confluence documentation.
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