Insights

Visualize issue and request data to spot trends and remove blockers.

Overview

Insights turns the issues or requests in the current list into a dataset you can chart. Use it to answer questions like:

• How many bugs did you create?
• How quickly are you fixing bugs?
• Where did effort go last quarter?
• How many issues are missing priority?

The in-app Insights Guide walks through those examples. Saved dashboards can reuse the same templates as widgets.

Configure

Issue and request lists have an Insights panel on the trailing edge of the table. Open it with Open insights or Cmd/Ctrl Shift I. Close with Close insights or the same shortcut.

The panel is on team Issues (Active, Backlog, All), My issues Assigned and Created, Requests, and saved issue views that use that list. It is off on My issues Subscribed and Activity. Cycle and project detail sidebars replace it when they own the trailing column.

The panel charts whatever the list currently shows. A workspace-wide saved view is usually the widest dataset, because you can filter across teams and properties.

Examples

The fastest way to learn Insights is to try an example.

Open the … menu on the Insights panel and choose Insights examples. That opens the Insights Guide. You can read how each example is built, or apply it to the current view.

On a dashboard, the book control next to Add Widget opens the same Insights examples sheet.

Create Insights

Apply filters

Insights analyzes the rows in the view you are looking at. Add or remove filters (F) to change the dataset. Created date, completed date, status type, label, project, and team are especially useful.

Open Insights display options (left of the … menu) to Hide unassigned, Hide No Priority, or Use log scale. Those options change the chart, not the list filters.

Select Insights Parameters

Choose Measure and Slice from the dropdowns. The chart plots measure on the y-axis and slice on the x-axis. Segment is optional and colors the bars further.

Available values depend on the entity in the view. For issues, measures include:

Issue slices include assignee, status, status type, priority, type, team, project, cycle, estimate, label, and dates (Created date, Completed date, Updated date, Due date). Date slices pick a Time grouping: Day, Week, Month, Quarter, or Year.

Scatterplots use lead time or cycle time, with a Cohort of Completed or Open. Request lists use Resolution time instead of lead time, plus time in Triage, Pending, or Accepted.

Graph Interactions

Charts are interactive so you can focus on a slice of the dataset.

Bar graph

• Hover a bar for the exact value.
• Select a bar or segment to filter the list to those rows (issues and requests). Click again to restore the previous filters.
• Hovering or selecting highlights the matching cells in the table below.

Scatterplot

• Hover a point for the issue or request and its slice values.
• Use percentile aggregations such as Median (p50), p75, p95, and p99 when the measure is a duration.
• Related rows highlight in the table below the graph.

Table (below graph)

• Hover a row or cell to highlight the matching chart marks.
• Select a row, column, or cell to filter the list the same way as the chart.

Share Insights

Open the … menu on the Insights panel:

• Copy link — anyone in the workspace with the view can open it
• Export insights as CSV… — download the current table
• Refresh — reload the chart

Full Screen view

Choose Expand to fullscreen (above the Segment control) to give the graph and table more room. Close fullscreen returns to the side panel.

Generated reports

When Insights is enabled, /insights lists generated reports (Insights reports). Each row is a Daily digest for a team (or a workspace report), with active and blocked counts. Open a report at /insights/reports/{id}.

The detail shows active items, completed today, blocked work, deadlines, and status changes. If the list is empty, Pulse shows No reports yet. Inbox can link here when a report notification arrives.

This page is not Check-in Reports (/checkins/reports). Check-ins are a separate rhythm when that capability is on.

FAQ