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LeanKit's step-by-step guide on how to access and view the Efficiency Report. 

When designing your LeanKit board, you can assign each lane a lane type of either "Ready," "In Process," or "Completed." The Efficiency Report shows how much of your work in process is sitting in each of those states. Understanding how much of your work is actively being worked on (in an "In Process" lane) vs. how much is sitting and waiting in a queue somewhere can help you to understand long-term trends in how you handle work in progress and how it affects the efficiency of your process.

Here you'll learn how to: 


View the Efficiency Report 

To view a board’s Efficiency Report, click the chart icon toward the upper-right of the board page, and select Efficiency from the menu.


The Efficiency Report will be generated and presented with the default options, with all active lanes included. Hovering over the diagram will display the percentages of work items located in the different lane types.


Diagram Views 

By Percentage

This view presents the distribution of statuses based on the percentage of work items totaling 100%.


By Queue Size

This view presents the distribution of statuses based on the number of work items with each status.


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Filter the Report

The Efficiency Report provides multiple options that can be set that allow you to view the data from different perspectives and with different criteria.

Here you'll learn how to:


Add and Remove Lanes

You may wish to view the diagram without all the lanes included in the dataset. At the top of the page, You'll see Select Lanes to Include, which you can expand by clicking the plus sign to display a representation of the lanes on your board.

You can remove lanes from the data set by clicking on the lane headers in the board lane selector. Un-selected lanes will turn grey, and be excluded from the data set.


Lanes can be added back by clicking on the lane header again. Any individual lane may be removed, or you can remove all lanes underneath a parent lane by clicking on the parent lane header.

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Select the Date Range

You may focus in on a specific date range using the date fields located to the right of the diagram. Click within the fields to reveal a calendar dropdown and choose a date .


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Calculate Work In Progress based on Card Size

LeanKit allows you to specify the size value within a card. These size values may represent any metric that your team uses to specify relative size of the work item. These may be hours, days, story points, complexity points, or whatever unit of measurement that your team finds useful. If your team is using the size values to specify the relative size of each card, this metric may be more useful than the number of work items within a lane type. For these situations, LeanKit allows you to generate the Efficiency Report based on the total size of the cards rather than the number of cards in a given lane type.

To enable the option, simply check the box beside Calculate based on Card Size . The graph will now calculate the work in progress based on the size specified within the card. Note that any work items that do not have a size specified or have a size of 0 (zero) will be considered with a size of 1 (one) when calculating queue size.


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Filter By Card Tag

You can filter the Efficiency Report by card tags by entering tags in the field identified below. Use an exclamation point before a tag to specifically exclude cards with that tag.


A note about how filtering by tags works: The Efficiency Report will count only cards that have the tags you specified. Using the exclamation point to exclude a tag isn't necessary unless you are expecting the cards to also have one of the tags you have specified for inclusion. In the example above, Cards tagged with "Release 1.2" or "defect" will be included, unless they also are tagged with "architecture."

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Filter By Card Type

You can filter the Efficiency Report by card type by selecting one or more card types from the Card Types tab.


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Filter By Custom Icon (labelled Class of Service by default)

You can filter the Efficiency Report by custom icon by selecting one or more card types from the Custom Icon tab (labelled Class of Service by default).


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Doc ID: 1191981358 

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