See how long it takes people's Items to pass through their lifecycle.
The Cycle Time by Person Report lets you see the average time it takes for a person's Items to be completed and how long they remain in each status.
Who can access this Report?
Anyone with the "View Report Data" permission will be able to see this Report.
This Report can be accessed under the Activity section of the Reports page. It can also be added as a Card on a Board.
Working with the Report
- Understand the data
- Use filters to control which data are referenced by the Report
- Export the Report
The data
This Report displays the total amount of time a user's Items take to be completed, the amount of time their Items are considered "in progress," and the amount of time their Items spend in each status. For this Report:
- Total: Represents the average time a user's Items take to go from the New to the Completed status, including the time spent in the Planned and Deferred statuses, but not the Draft status.
- In Progress: Represents the average time a user's Items take to go from the New to the Completed status, not including the time spent in the Planned, Deferred, or Draft statuses.
This Report can tell you a lot about the health of your improvement culture:
- People who take significantly longer to complete Items or whose Items spend a long time in the Overdue status may need additional coaching or may need help deligating their work.
- People whose Items spend a long time in the New or Resolution Submitted status may indicate a bottleneck. Their team leader or manager may need additional coaching.
The filters
Any relevant filters in use on the main Reports screen will be automatically applied to this Report but can still be configured as needed.
- There are two date-based drop-downs. First is the "Reference Date" drop-down and second is the "Range" drop-down.
- Reference Date: Expand the drop-down to choose which type of date should be referenced by the Report. For example, select "Created in" if you want the Report to reference only those Items that were created in the specified date range.
- Range: Expand the drop-down to choose the range of dates that should be included in the Report.
- Workflow: Expand the drop-down to choose which workflows should be included in the Report.
- Template: Expand the drop-down to choose which Templates should be included in the Report.
- Click the filter icon and the Item Filter window will open.
- Update the item filters to control which Items are included in the Report's metrics.
- Click Save.
- Click the user icon and the User Filter window will open.
- Update the user filters to control which users will be listed in the Report.
- Click Save.
- Click the Locations panel on the left side of the Report to expand it.
- Filter the Report by Location and only Items tied to the selected Locations will be included in the Report.
- By default, only Items each user has authored are referenced in this Report but you can choose to include Items for which each user filled some other role.
Click any of the listed team roles to toggle them on or off to include or exclude them from the Report. To quickly include all the team roles, click All.
Export the Report
To export the Report as a PDF, click the printer icon, and the "Print" window will open.
- Page Size: Expand the drop-down to choose your preferred page size.
- Scale: Expand the drop-down to choose the scale percentage. This allows you to fit more content on a single page. For example, selecting 50% doubles the amount of content you can fit on one page. Make sure to select "Fit to page" in your browser's print settings.
- Click either Portrait or Landscape to choose the PDF's orientation.
- Click Print.
The Location of the Report will appear on the exported PDF beneath the Report title.
To export the Report as an XLSX document, click the spreadsheet icon.