After you have installed Agile Reports, you can add its gadgets to your dashboard. This is a standard procedure and you can find details and instructions in Atlassian documentation.

Configuring the report

To configure the report, perform the following operations:

1. Ensure you are good on the prerequisites;
2. Fill out the fields in the gadget settings.

Prerequisites

For you to have data on the report, check on the following prerequisites. This is critically important because if your setup is not what SAFe and gadget expects, you will not get proper or any data.

1. Agile Release Train field exists and is properly set up
   
   
   1. Single select Jira custom field.
   2. This custom field must be created and configured in Jira, not by a 3rd party plugin.
   3. It has this exact name "Agile Release Train".
   4. It has options configured.
   5. This custom field is configured for the projects that you want to report on or is global (recommended).
   6. You have tickets that have this ART selected.
      
      
2. Program Increments are set up for each project in the ART
   SAFe often uses Jira's FixVersion field for the Program Increments. Therefore, the given prerequisites are applied to Jira native FixVersion field.
   
   
   1. PIs must have the same start and end dates for each team / project in the ART. In SAFe this is usually the first and last days of the quarter, and PIs are often called something like Q1, 2019 Q1, Q1 '19 or similar
      Note that this doesn't require sprints to start and end at the same time, because in practice some teams may be a day or two off from other teams. 
   2. PI must have the same name across all teams / projects in the ART.
   3. Tickets where you indicate the business value (BV) are all assigned to a PI.
   4. PIs for the past periods are marked as complete because the report only accounts for the completed PIs. That is you mark the respective version in the Releases section of each project as released.
      
      
3. Issue type for tracking the business value is configured
   1. Use the necessary issue type for tracking the business value or create a new one for this.
      Now the gadget supports the following issue types:
      • Feature – this is a Jira's Epic issue type renamed to Feature using the SAFe EPIC to Feature Translator for Jira.
      • Capability – new issue type that you can create in Jira. 

      • Portfolio Epic – new issue type that you can create in Jira. 

   2. Make sure that all projects inside a particular PI use the same issue type for tracking business value because you select one issue type for the report.
      
      
4. Business Value field exists and is properly set up
   1. Number Jira custom field.
   2. It must have one of the following names "BV" or "Business Value".
   3. This field is configured for the projects that you want to report on or is global (recommended).
   4. This custom field is configured to appear in one of the issue types that the gadget supports - Feature (renamed Epic issue type), Capability, or Portfolio Epic.
   5. You have business value entered for all tickets that you want to track for the report.
      

   6. BV containing tickets must be marked as done to get into the report because it takes into account only completed work. 
      It might happen that a BV containing ticket (Feature for instance) is completed but it has children tickets that are not yet completed. In this case the report will count this feature in but will display a warning so that you take a look at those. Maybe children tickets will need to be tied to another Feature or maybe they will need to be closed, or a Feature - reopened. 

Fields description

See also

PPM - Using Program Predictability Measure report