Table of contents

Dashboards and reports overview

Last Updated: 8/12/2016

Team Services | TFS 2015 | Previous versions

Gain insight into the progress you're making and the quality of your software development projects. You can collect status and trend charts into dashboards that you share with your team and stakeholders.

For more complex reporting requirements, you can open or customize a dashboard or report. Your choices depend on whether you're working in the cloud or on-premises:

Feature availability: Some features are only available from the cloud service or from an on-premises deployment. These are annotated as follows:
- Team Services - Visual Studio Team Services only (cloud service)
- TFS - Team Foundation Server only (on-premises)
Task Team ServicesTFS 2015 TFS 2015.1  1
Lightweight charts 2
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Create charts: track work status and progress 2checkmarkcheckmarkcheckmark
Create charts: track test status, progress, and results 2checkmarkcheckmarkcheckmark
Dashboards
Add a chart to a dashboard 3checkmarkcheckmark
Pin an item to a team dashboardcheckmark
Create and configure multiple team dashboardscheckmarkcheckmark
Add charts and widgets to a dashboard 2checkmarkcheckmark
Add markdown guidance to a dashboardcheckmarkcheckmark
Work with SharePoint dashboards 4checkmarkcheckmark
Reports
Create adhoc Excel status and trend charts 4checkmarkcheckmark
View default Excel reports 4checkmarkcheckmark
View default SQL Server Reports 5checkmarkcheckmark
Create custom SQL Server Reports 4checkmarkcheckmark
Create Power BI dashboards and reports 6
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Use the Analytics service 6
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Notes:

  1. These charts are built from the real-time data store.
  2. Charts include build history, query-based charts, test charts, and test quality trend charts.
  3. These reports are built from the SQL Server data warehouse and cube and require that your team project is configured with SQL Server Analysis Services and SharePoint Products.
  4. These reports are built from the SQL Server data warehouse and cube and require that your team project is configured with SQL Server Analysis Services and SQL Server Reporting Services.
  5. These charts are built from the VS Team Services data connector data model.
  6. The Analytics service is in preview and only available to select customers of Visual Studio Team Services at this time. If you're a Team Services customer and are interested in working with the preview version of the Analytics service, contact the Analytics service team.

Charts

The quickest way to view progress is to create work item or test result charts. These charts are always up-to-date because they get data directly from the TFS data stores.

Status or trend charts

You can create several types of charts -- such as pie, column, or trend -- for the same flat-list query.

A view of 4 charts for a flat-list query

Test results and test status charts

Visualize the test status for a specific test suite or progress made in testing a user story.

Choose Suite and Outcome for chart

You can also see how many tests each tester has left to run.

Choose Tester and Outcome for chart

Dashboards

Teams can create multiple dashboards to share information, access quick links and other functions, and view status, progress, and trends. Easily add and rearrange widgets on the dashboard to show recent changes made to source control folders, build status, and charts created from work item queries.

Example dashboard

Excel Reports (TFS)

You can track your team project's burn rate, bug backlog, software quality, test progress, and other metrics by viewing a default Excel report.

Here are examples of two of the Excel reports.

Bug trends example reportBuild status example report

Default Excel reports require that your team project is configured with SharePoint Products and SQL Server Analysis Services. If these reports aren't available to you, you can create ad-hoc reports in Excel from a work item query or by connecting to the Analysis Services cube.

Adhoc status and trend reportsBuild and code quality
ProgressBug trackingTest tracking

SQL Server Reporting Services Reports (TFS)

Default SQL Server reports reports differ based on the process used to create your team project. Also, several of these reports gather data points into a single report. For example, the Stories Overview (Agile) report presents a snapshot of the work that has been performed for the filtered set of user stories to the current date.

Stories Overview example report

Each process--Agile, Scrum, CMMI--provides several default Reporting Services reports. These reports require that your on-premises TFS was configured with SQL Server Analysis Services and Reporting Services Reports.
If you didn't add these services previously and want to add them now, go here

Build and code qualityProgress (Scrum-specific)Progress (Agile and CMMI)Bug and test tracking

To manage the data warehouse or troubleshoot problems that occur, you use the Warehouse Control Web Service. See Manage TFS reports, data warehouse, and analysis services cube

SharePoint dashboards (TFS)

SharePoint dashboards collect a number of Excel reports and team project data within a single view hosted on the project portal. For example, the Quality dashboard provides an overview of progress occurring in the test, development, and build areas as they relate to the quality of the software under development.

Dashboards available to you depend on the version of SharePoint Products configured to integrate with TFS.

Different dashboards are available to you based on the process you selected to create your team project.

ScrumAgileCMMI

If you're new to working in Team Services or TFS, see Get started with Agile tools to monitor progress and trends tools.

Other useful resources include:

Add custom fields

You can add data to support reporting requirements in the following ways:

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