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How do I generate and view trends across retrospectives?

Generate analytical reports from owned retrospective boards to aggregate themes, sentiment, and next steps.

Problem This Solves

Generate analytical reports from owned retrospective boards to aggregate themes, sentiment, and next steps.

When to Use This

Ownership of at least one retrospective board with completed reflection cards.

Prerequisites

  • Ownership of at least one retrospective board with completed reflection cards.

Step-by-Step Instructions

  1. Navigate to Trends: Click the Trends tab in the main dashboard navigation (/dashboard/trends).
  2. Review the Empty State: If no reports have been generated yet, view the prompt: Your next insight starts with a retrospective. Open a board you own and generate its trend analysis. Reports will appear here so you can compare themes, sentiment, and next steps.
  3. Navigate to an Owned Board: Click the black button Go to your boards -> or select a board from /dashboard/boards.
  4. Generate Trend Report: Within your board workspace, switch to the board-level Trends tab and trigger report generation.
  5. Refresh Dashboard View: Return to /dashboard/trends and click the Refresh button in the top right corner to view the updated cross-retro findings.

Expected Outcome

Historical retrospective insights are consolidated into high-level analytical overviews that highlight continuous improvement trajectories over sprints.

Troubleshooting & Realistic Tips

  • Trend analyses can only be generated on boards you own. If the option is unavailable on a specific retro, check that your role is marked as Owner in Board Settings > Members.

Need a hand with this?

Contact our team for detailed instructions or help with your workspace.