The new Reports feature in Kendis summarizes all the activities done in a session into a tabulated form. These reports can display data from multiple boards and all the dependencies that may exist. Furthermore, you can select from a variety of filters and perform sorting that can help extract the relevant information that you need. These reports can be shared easily with the members of the company within Kendis or can be exported as a CSV or an Excel file.
These help articles will effectively guide you through the multiple actions that can be done in Reports in Kendis.
Creating a New Report
Navigate to the Left Nav bar and click on Reports Icon under the Board Collections
Click on the “+ Create Report” button·
Name the Report
Click on the “Share with others” toggle button to share the report with other members of the company
Click on Setup Filters
This is will open a menu where you can add multiple features by searching for them in the “Title or Key” search Bar. Or select the board(s) from the “Select Boards” drop down.
Click on the Select Filters drop down to select any filter of your choice.
Click Save.
New Report has been created.
Sharing a Report
Click on the “Share with others” toggle button to share the report with other members of the company
A drop down of the present active users will be shown
Select the users
Click Save
The Report has been shared with the team members.
Setting up the Filters
Click on the Select Filters drop down to select any filter of your choice.
Next select the value of the selected filter
To remove any selected filter click on the X icon next to the field
Click on "Apply Filter"
Click Save
Setting and Adjusting the Columns
Once the Report is created, hover onto the dotted icon that separates the columns. A horizontal cursor will be shown and by clicking and dragging the columns, you can adjust the columns to any size.
Exporting a Report
When the Report is created, click on to the Export icon. A drop down will appear that shows to Export the file as a CSV or an Excel File.
Dependencies in a Report
When a Report is created, there will be a dependency column. If any feature has a dependency, a number of this dependency will be displayed in this column.
Click on the number
A model view will be displayed similar to the one at the board with dependencies details
Toggle between the sprint and team dependencies
Sorting in Reports
Click on the column headings and it will sort
The items in that column will be sorted in descending order
Clicking again will show the items in an ascending order.
To reset the sorting to default option, click on the round arrow icon at the first column
Note: Some fields don't have the sorting options enabled.
Example of Creating Report
