The Kendis Smart Reports feature provides a consolidated, real-time, and multi-dimensional view of your Program Increment (PI) or planning period. It utilizes a dashboard with multiple tabs to track progress, scope stability, and critical cross-team dependencies.
This tool is essential for the RTEs, PMO, and Product Management to manage risks, control scope, and ensure a predictable delivery cadence. Furthermore, the reports can be easily exported and shared with all relevant stakeholders, ensuring transparency and alignment across the organization.
Key Benefits of Smart Reports
Benefit | Description | Contextual Cues |
Smart Historical Comparison | Automatically compares the selected reporting period (e.g., one week) against the immediately preceding period of the same length (e.g., the previous week). | All bar charts display distinct bars for This Week (or current period) and Last Week (or previous period). |
Delivery Health (Progress Update) | Provides a real-time assessment of feature and objective completion health using the configurable feature Status (On Track, At Risk, Off Track). | Visual color-coded icons are used in the Health View and Objective Status. |
Scope Stability (Scope & Delivery Changes) | Tracks the introduction of scope creep (features or stories added after planning) and changes to planned estimates. | Charts showing items added after Planning and tables detailing changes to Iteration, Estimate, or Team. |
Dependency Management | Offers both tactical (weekly updates) and strategic (dashboard view) insights into the flow, creation, and resolution of cross-team dependencies. | Dependency Wheel for strategic flow and Weekly Dependencies list for tactical risk tracking. |
Commitment Reliability | Measures the team's ability to complete the planned work against the initial PI commitment. | Commitment Reliability Chart, comparing Planned vs. Completed via Story Points or item count. |
Report Refresh Control | Allows users to ensure they are viewing the most up-to-date data manually. | "Update Report" button and the "Last report generated" timestamp text. |
Detailed Navigation and How-To Guide
The Kendis Smart Reports is accessed via the main board navigation and is structured into multiple tabs, each focusing on a different aspect of PI execution.
1. Accessing the Smart Report, Filters, and Refresh (General Navigation)
The entire suite is accessed from one centralized location on the Planning Board.
Navigation Path:
Navigate to your desired Planning Board in Kendis.
On the right-hand side of the top ribbon, click the More button (next to the Board Settings gear icon).
In the dropdown menu, click Smart Reports (located under the Tracking section).
General Navigation and Refresh:
Report Tabs: Once inside, use the tabs at the top (e.g., Progress Update, Objectives Dashboard, Dependencies Dashboard) to switch views.
Update Report: To ensure the freshest data, locate the top-right corner, next to the timestamp (e.g., "Last report generated on: Mon Sep 29 2025 14:00:00"), and click the Update Report button.
2. Progress Update Tab (High-Level Health and Delivery)
This tab is the primary status check, focusing on overall execution health, commitment metrics, and burn-down visualization for the PI.
A. Overall Health & Delivery View
Feature Health Status: The Overall Health % gives an aggregate status (On Track, At Risk, or Off Track) for all features.
Objectives Health: The Health Status indicator here is critical—if any underlying PI Objective's Status is set to Off Track in the Objectives Dashboard, it will reflect here and will automatically impact the associated Feature Health Status on the board.
Delivery Metrics: Large counter boxes track Committed Features, Planned Story Points, and Completed Story Points.
B. Commitment Reliability Chart
Interpretation: A bar chart comparing Planned (blue bar) and Completed (green bar) metrics, showing the team's ability to deliver against their commitment.
Metric Toggle: Use the options above the chart to view reliability based on Story Points (effort) or Item Count (number of features/stories).
C. Weekly Progress Updates and Burndown Chart
This section provides a time-series view of progress.
Date Range Selector: This selector is located above the calendar view and shows the current reporting period (e.g., '23 Sep - 29 Sep').
Click the displayed date range (e.g., '23 Sep - 29 Sep'). This action opens the calendar selection modal.
Use the calendar to select a new start and end date to define a custom reporting context (week or iteration).
The chart and metrics will automatically update based on the newly selected range.
BurnDown Chart: This critical chart visualizes the PI's execution against the plan using three lines:
Plan (Tracking) Load (Orange Line): Represents the initially planned effort (Story Points) across all iterations. This is the target burn rate.
Actual (Planning) Load (Green Line): Shows the cumulative Story Points actually remaining, reflecting the work completed over time. A healthy PI shows this line dropping below the Plan line.
Committed Load (Blue/Teal Line): This line should ideally remain flat and near the bottom, tracking the total committed capacity per iteration.
Iteration Load Table: A detailed breakdown of committed load, done points, and capacity for each individual Sprint (Iteration) within the PI.
3. Objectives Dashboard Tab (Business Value Achievement)
This tab provides a consolidated view of PI Objective performance, focusing on the achievement of planned business value (BV) and overall objective completion.
A. Overall Objective Achievement (Top Metrics)
The top section displays the aggregate achievement percentage across four core metrics for the entire PI:
Business Value Achievement: The overall percentage of Actual BV achieved against Planned BV for all objectives.
By Story Points: Percentage completion based on the cumulative Story Points of the stories linked to the objectives.
By Stories Status: Percentage completion based on the sheer count of stories linked to the objectives.
By Parent (Feature) Status: Percentage completion based on the status of the features that contain the linked stories.
B. Progress by Team
This section uses horizontal bar charts to visualize how individual teams contribute to the overall objective progress, using the same three tracking methodologies:
Progress by Stories Status: Percentage of linked stories completed per team.
Progress by Story Points: Percentage of linked Story Points completed per team.
Progress by Parent (Feature) Status: Percentage of linked parent features completed per team.
C. PI Objective Drill-Down and BV Tracking
The lower half of the dashboard provides a detailed list and tracking table for all objectives.
Objective Summary Row (Top): This row displays the total achievement for the PI's objectives, including the overall Completion %, BV Achievement %, and the count of objectives Not Started.
Objective List: Each objective (e.g., 'OBJ-24: Roll out new shopping cart experience') is listed with its status and business value data:
Status Indicator: Shows the progress state of the objective (e.g., 'On Track', 'Not Started').
BV Plan: The original, committed Business Value (e.g., 8, 10) assigned during PI Planning.
BV Actual: The final, realized Business Value (e.g., 5, 4) achieved at the end of the PI.
Team Objective View: The table then segments the objectives by the teams responsible (e.g., 'Team Venus', 'Team Earth'). Clicking on a team header will expand the view to show only the objectives and their achievement metrics for that specific team.
4. Scope & Delivery Changes Tab (Plan Stability Check)
This tab monitors changes to the committed scope after the initial PI Planning event, helping identify scope creep and instability.
Other Scope Changes Table:
This table tracks four key indicators of scope instability: Features Iteration Changed in Phoenix Mode, Story Estimate Changed, Story Iteration Change, and Story Team Changed.
The values are displayed as raw counts and percentages for the Previous Period (Last Week) and the Current Reporting Period (This Week).
Scope Change Charts (Previous Period Comparison):
All bar charts in this section (e.g., Feature Assigned to Teams after Planning and Story Assigned to Teams after Planning) compare two timeframes.
The Last Week (or previous period) data is automatically generated based on the length of the time frame selected in the Date Range Selector, providing context for the This Week (or current period) performance.
Use this comparison to identify if scope creep is accelerating or decreasing.
5. Dependencies Dashboard Tab (Strategic Dependency Risk)
This tab offers a strategic, holistic visualization of dependency flow across the entire PI, enabling managers to spot systemic bottlenecks.
Dependency Wheel: This is an interactive visual at the center of the dashboard.
Flow Visualization: The inner ring represents the receiving teams, and the outer ring represents the creating teams.
Line Width and Weight: The width, or fatness, of the connecting lines between the team segments is directly proportional to the number of dependencies flowing between those two teams. Wider lines indicate a higher concentration of dependencies and potential structural bottlenecks.
Interaction and Drill-Down: Hovering over a colored segment displays the exact number of dependencies flowing. Clicking on the connecting line opens a modal view showing the list of individual dependencies between the selected teams, allowing for immediate review and action on the blocking items.
Total Dependency Status: A large doughnut chart on the right displays the total number of dependencies for the PI, broken down into Resolved (Green/Teal) and Open (Orange) counts.
Detailed Metrics: The lists below the wheel provide a numeric breakdown:
Dependency Creators: The top teams initiating dependencies.
Dependency Receivers: The teams with the highest burden of incoming dependencies.
Resolved by Teams: Which teams have successfully completed the dependent work.
6. Dependencies Updates Tab (Tactical Dependency Tracking)
This tab provides a tactical, week-by-week view of dependencies for quick action and risk mitigation, with built-in historical comparison.
Weekly Dependencies List: A scrollable list showing Open Dependencies.
Visualization: Each item uses clear text abbreviations (e.g., SP2 TV needs SP1 TE) to identify the requesting team/sprint and the receiving team/sprint.
Status Cues: It clearly highlights the relationship status with red "Blocks" badges and a "Reverse Dependency" status where applicable.
Dependencies Open (Bar Chart): Compares the number of Open Dependencies for the Previous Period (Orange bars) versus the Current Reporting Period (Blue bars) for each team (e.g., TV, TE, TM). This comparison is crucial for tracking which teams are consistently creating the most risk week-over-week.
Dependencies Resolved (Bar Chart): Tracks the resolution rate of dependencies per team, comparing the count of dependencies resolved in the Previous Period against the Current Reporting Period. A high resolution rate indicates effective dependency management.