User Guide
Saved Prioritized Reports
Saved Prioritized Reports capture a snapshot of the backlog scoring at a specific point in time, creating a historical record of how issues were ranked before each sprint or planning cycle.
What a Saved Report Preserves
| Preserved | Not Preserved |
|---|---|
| Project selection | Current Jira issue statuses (may have changed) |
| Scoring template used | New issues added after the save |
| Metric values per issue (at save time) | Template changes made after the save |
| Sort and filter configuration | Worklogs or estimate updates |
| Date/time of save |
Saving a Report
- Open Backlog Table
- Configure project, scoring template, and filters
- Score the issues (all or a subset)
- Click Save Report in the toolbar
- Enter a descriptive report name (e.g., "Sprint 12 Planning - 2025-07-01")
- Click Confirm
The report appears in the Saved Reports section of the sidebar.
Opening a Saved Report
- Click Saved Reports in the sidebar
- Click any report name to open the snapshot
- The report displays the metric values and scores as they were at the time of saving
- Current Jira issue data (status, assignee) may differ from the snapshot
Using Saved Reports for Planning
| Use Case | How |
|---|---|
| Pre-sprint baseline | Save a report before sprint planning to record what was scored going in |
| Post-sprint retrospective | Compare saved reports from consecutive sprints to track score changes |
| Audit trail | Share a saved report link with stakeholders as evidence of prioritisation rationale |
| Template benchmarking | Save reports using different templates on the same backlog to compare ranking outcomes |
Managing Saved Reports
| Action | How |
|---|---|
| Rename | Hover the report → Edit icon → type new name |
| Delete | Hover the report → Trash icon → Confirm |
Tips
- Adopt a consistent naming convention:
[Sprint/Quarter] - [Date](e.g., "Q3 Sprint 5 - 2025-08-12") - Save a report before AND after sprint planning to record both the pre-planning ranking and the committed selection
- Saved reports are shared - all team members with access to the project can view them