Skip to main content
Version: Version 22

Reporting

Introduction​

What is the reporting tab?
The reporting tab shows a customizable list view of the plan items in the Agile program. Columns and filters can be set to create views. These views can be exported.

Who uses it?

  • Program managers: to monitor the status and progress of all plan items in the Agile Program.
  • Epic owners: to track progress across sprints and increments.
  • PMO teams: to export data and report on program delivery to stakeholders.

What value does it deliver?

  • A single, filterable list view of all plan items in the program.
  • Bulk actions for moving, reassigning, or archiving items efficiently.
  • A full audit trail through the History dialog, showing who changed what and when.
  • Export functionality for sharing reporting data outside of Fortes Change Cloud.

How to use the reporting tab​

Bulk edit​

Bulk edit can be used after selecting one or multiple items. After selecting, the following three actions can be performed:

  • Move to list: To move the items to a specific phase/list.
  • Move to another Agile program: To move the items to another Agile program, so they can execute the item.
  • Archive: To archive the items.

History​

The History dialog allows you to view all changes made to Program items within an Agile program. To open the History dialog for a program:

  1. Click the ⋮ menu.
  2. Select Open history.

This shows the history of all Program items in the program.

Each change is displayed as a separate line in the dialog, showing the following details:

  • Type: the type of change: addition, modification, or archiving
  • Last modified by: the user who made the change
  • Last modified at: the date and time of the change
  • Name: the name of the item that was changed
  • Field: the field that was modified
  • New value: the updated value

At the top-right of the dialog, you can also export the full history to Excel using the download icon.

Viewing the history of a single item​

You can also open the history of an individual Program Item:

  1. Go to the detail page of the item (eg. from the kanban tab).
  2. Click the ⋮ menu.
  3. Select Open history.

In this case, the dialog only displays the change history of the selected Program item.

Need more support?​

For step-by-step instructions or troubleshooting, contact your Fortes Change Cloud administrator or consult in-app help.