Creating Status summary report based on boards in Analytics

updated 3 mths ago

The Status summary report based on board Items provides a high-level overview of the number of items in each status across one or more boards. This report can be a valuable tool for tracking the progress of teams and projects and identifying areas where items are bottlenecked. In this use case, you can create a dataview using the query to gain insights from two boards together.

Creating a Status summary dataview

To create a dataview based on boards:

Sign in to your Kissflow account, navigate to Analytics, and click Data Explorer.
Click Create dataview and provide a name for your dataview.
Then, click Create.
In the query builder, input the following SQL query.

In the query builder, paste the query into the text box.

SELECT
"_id" AS "ID",
"Name" AS "Task name",
"_status_name" AS "Task status",
"_counter" AS "Item count",
"_flow_name" AS "Board name"
FROM
"Task_management"
UNION
SELECT
"_id" AS "ID",
"Name" AS "Task name",
"_status_name" AS "Task status",
"_counter" AS "Item count",
"_flow_name" AS "Board name"
FROM
"Access_Requests"

Click Run.
Review the results and click Publish.

This use case combines two boards, Task Management, and Access Requests, into a single query result. The query result includes data from both boards, including subitems.

Query breakdown

Actual column name	Alias name used in the query	Description
_id	ID	The system generates a unique string to identify an item.
Name	Task name	The name given to an item by the user during its creation.
_status_name	Status name	The current status of an item. Status names are defined within the default categories in the board workflow. This can be one of the default statuses, such as New, In progress, or any custom status you add to the board workflow.
_counter	Item count	An overall count of items, including all existing, moved and deleted subitems on a board.
_flow_name	Board name	The name of a board.
UNION		The query uses the UNION operator to combine the results of two separate boards into a single result set. The first SELECT statement selects all tasks from the Task_management board, and the second SELECT statement selects all tasks from the Access_Requests board. Using UNION, the dataview can show all the tasks from both boards.

Creating a Status summary report

To create a Status summary report based in boards using Kissflow Analytics:

Sign in to your Kissflow account and navigate to Analytics.
Click Create Report.
Select the above dataview you created as the data source.
Select Chart as the report type.
Click Create.

Configuring the report

In the report configuration page, select Vertical bar chart and add the following:

Dimension: Task status
Measure: Item count
Legend: Board name

You can sort the report by Item count (COUNT) and use filters if needed.

How are Analytics reports different from Status summary reports in Boards?

Aspect	Status summary report in Analytics	Status summary report in Board
Report
Scope	One or more boards	Single board
Filtering	Tailor-made filtering options while creating the chart report	Filter by data range and custom fields of the specific board
Data visualization	Tabular report, charts, or pivot report	Bar chart
Usage scenario	Get a more granular view of the status of one or more boards	Get a quick overview of the status of a particular board
Accessibility	Accessible from the analytics platform	Accessible from the board itself