Report Builder

Reports

Overview

The Report Builder tab lets you compose and export a custom analytics report for stakeholders. You choose which sections to include, preview the data live, then export to PDF or CSV with a single click. The PDF is formatted with a cover header, one page per section, and a footer on every page.

Left panel — section selector

The left panel contains five toggleable sections. Click a row to include or exclude that section. Active sections are highlighted. Use Select all to turn on all five at once, or Clear all to deselect everything. A progress strip above the list shows how many sections are currently selected.

SectionWhat it exports
Executive SummaryHealth score, velocity, and KPI overview.
Flow MetricsCycle time, lead time, and throughput per sprint.
PredictabilityCommitment reliability, scope creep, and forecasts.
Quality IntelligenceDefect density, escape rate, and severity breakdown.
Team HealthWorkload distribution and capacity utilization.
Report Builder
Report Builder — section selector on the left, live preview on the right

Exporting

Two export buttons sit at the bottom of the left panel.

Export PDFGenerates a formatted A4 PDF named silver-report-[timestamp].pdf. Includes all selected sections with full data rows and a page footer. The PDF button is disabled until at least one section is selected.
Export CSVDownloads two CSV files automatically: silver-sprints.csv (one row per sprint with committed, delivered, reliability, and defect count) and silver-defects.csv (one row per defect with ID, title, severity, status, created date, and found-in sprint). All rows are included, not just the preview rows.

Right panel — live preview

The right panel shows a live preview of the report as you toggle sections. Each selected section renders a table of up to 6 rows. If more data exists, a notice at the bottom of the table shows how many additional rows will appear in the full export.

Section(s)Preview columns
Executive Summary, Flow Metrics, PredictabilitySprint · Committed · Delivered · Reliability
Quality IntelligenceID · Title · Severity · Status
Team HealthMember · Stories · Points
In the preview, Sprint names are clickable — clicking one opens the Sprint Details dialog for that sprint. Defect IDs are also clickable — clicking one opens the defect update dialog directly from the preview.

Troubleshooting

The Export PDF button is disabled

At least one section must be toggled on before you can export. Select one or more sections using the toggles on the left panel, then click Export PDF.

The preview shows "No data available" for a section

That section has no underlying data — for example, Quality Intelligence will be empty if no defects exist, and Team Health will be empty if no stories have been assigned to members.

The PDF does not include all rows

The PDF and CSV exports include all data rows. The live preview is limited to 6 rows per section to keep the preview fast. The full export will contain every record.

I clicked a Sprint name in the preview but nothing happened

Clicking a sprint name opens the Sprint Details dialog. If the dialog does not open, the sprint may no longer exist in the project. Refresh the page and try again.

I clicked a defect ID in the preview but nothing happened

Clicking a defect ID opens the defect update dialog. If the dialog does not open, the defect may have been deleted. Refresh the page and check the Defect list.

The CSV export downloaded two files

Exporting CSV produces two files: silver-sprints.csv (one row per sprint) and silver-defects.csv (one row per defect). Both downloads trigger automatically, a few seconds apart.