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Epic Roll-Up Report

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Epic Roll-Up Report displays the progress of all the epics across projects. The summarised view shows the epic details such as Issue Type, Issue Key, Status, Summary and progress metrics % of issues completed, % of time spent, original estimate, remaining efforts, and actual time spent. To expand and collapse the report view, click >. The expanded view displays the report for all epics at the story level with details.

The Epic Roll-Up report can further be tailored and detailed as required by selecting the fields from the Configuration fields. The configuration fields displays the below options.

  • Columns - Columns drop-down displays the list of Jira fields such as Text fields, Date fields, and Numeric fields (Roll-Up). You can select the fields to add to the Roll-Up report. The fields with a (info) symbol displays help text on mouseover. To remove a field from the report result, deselect the field from the Columns drop-down.

  • Projects - Projects drop-down lists all the projects. By default, the Roll-Up report displays the result from all the projects. You can select projects to view report for specific projects.

  • Epic Status - Epic Status lists the status option To Do, In Progress, and Done to filter the report result based on status.

  • Include Epic numeric values - Select Include Epic numeric values to include the numeric values for all epics in the report result.

  • Include Sub Tasks - To include the subtask for all epics in the report result, select Include Sub Tasks .

  • Time display unit - Time display unit provides the option to display time in Hours, Days, and Pretty unit.

For the report result generated from Actions, you can click 💾 to Save Selections for the report type and click ⬇ to Export to excel. To refresh the report for selections, click 🔁 Refresh results.

Epic Roll-Up Report

Embedded Epic Roll-Up Summary

The Roll-Up Reports app adds a new field Epic Roll-Up Summary on the issue details page. To view embedded Epic Roll-Up Summary, follow the below steps.

  1. Navigate to Epic details page.

  2. To view Epic Roll-Up Summary, on the Epic details page, click Open Epic Roll-Up Summary.

  3. The Epic Roll-Up Summary displays the summarised view of the epic fields such as Estimated, Remaining, Logged, Story Points, Issues.

  4. Click on any of the field graph to view the summary details.

Embedded Epic Roll-Up Summary

References

To know the details of other report types, refer to the following pages.

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