Agile@Scale Reports
Bhawana Gupta, IBMLast Updated: 27 April 2023
Build basis: Engineering Lifecycle Management (ELM), formerly Rational Collaborative Lifecycle Management, 6.0.x and above
This article provides a set of reporting resources for deployments of the Engineering Lifecycle Management (ELM) solution, formerly Rational Collaborative Lifecycle Management, configured to adopt agile, scaled agile and SAFe methodologies. Reports are provided that align with agile methodologies, providing insights based on industry-standard metrics and guidelines. Some of the reports require a SAFe-based environment; others are more generally applicable.
Reports and related documentation are provided by release in the sections below. All of the reports are editable and copy-able and are provided as-is to help get you started with reporting in scaled agile environments. Before proceeding, read this Jazz.net blog post: How to import the scaled agile reports – successfully!
Domain Models
The domain models are the basis for reporting, so it is important that you understand the artifacts and relationships across the ELM products — this is how everything “hangs together”. We provide a set of domain models for our support of various SAFe versions which you can use to both understand how the reports access the data and links across a system and also define your own domain models that dictate how the reports may need to be altered for your specific environment.
Enterprise Scaled Agile Domain Models (SAFe 6.0)
Enterprise Scaled Agile Domain Models (SAFe 5.0)
Enterprise Scaled Agile Domain Models (SAFe 4.6)
Enterprise Scaled Agile Domain Models (SAFe 4.5)
Reports for 7.0.2 (SAFe 6.0)
The reports in this section were developed in an ELM 7.0.2 environment using capabilities delivered in Report Builder and verified in SAFe 6.0 environments.
Report Documentation
- Enterprise Scaled Agile Reports Details – 7.0.2 (SAFe 6.0) – Excel spreadsheet summarizing the full set of reports and their purpose
- Enterprise Scaled Agile Reporting Guidelines – 7.0.2 (SAFe 6.0) – PDF with details about using the reports
- DB2 Advanced SQL – 7.0.2 (SAFe 6.0) – The set of SQL used to develop the DB2 Advanced SQL Reports
Report Archive Files
- DB2 Advanced SQL Reports – 7.0.2 (SAFe 6.0)
- Enterprise Scaled Agile Reports – 7.0.2 (SAFe 6.0)
- SAFe Reports – 7.0.2 (SAFe 6.0)
Reports for 7.0.x
The reports in this section were developed in an ELM 7.0.1 and ELM 7.0.2 environment using capabilities delivered in Report Builder and verified in SAFe 4.5, SAFe 4.6, and SAFe 5.0 environments.
Report Documentation
- Enterprise Scaled Agile Reports Details (7.0) – Excel spreadsheet summarizing the full set of reports and their purpose
- Enterprise Scaled Agile Reporting Guidelines (7.0) – PDF with details about using the reports
- DB2 Advanced SQL – The set of SQL used to develop the DB2 Advanced SQL Reports
Report Archive Files
Older SAFe Reports
The reports are for older CLM and SAFe environments.
Reports for 6.0.6.x
The reports in this section were developed in a 6.0.6.x Report Builder environment.
Report Documentation
- Enterprise Scaled Agile Reports Details (6.0.6)
- Enterprise Scaled Agile Reporting Guidelines (6.0.6)
- DB2 Advanced SQL
Report Archive Files
Reports for 6.0.5
The reports in this section have been developed in a 6.0.5 Report Builder environment.
Report Documentation
- Enterprise Scaled Agile Reports Details (2018-10-23)
- Enterprise Scaled Agile Reporting Guidelines (2018-10-23)
Report Archive Files
- Enterprise Scaled Agile Reports – 6.0.5 (2018-10-23)
- SAFe 4.5 Reports – 6.0.5 (2018-10-23)
- DB2-Specific Reports – 6.0.5 (2018-10-23)
Reports for 6.0.4
The reports in this section have been developed in a 6.0.4 Report Builder environment.
Reports Guidelines Document
Report Archive Files
- Enterprise Reports (6.0.4) (2017-12-15)
- Essential SAFe (6.0.4) (2017-12-15)
- Portfolio SAFe (6.0.4) (2017-12-15)
Reports for 6.0.3 & 6.0.4
The reports in this section have been developed using Report Builder capabilities in 6.0.3, but they will also work in 6.0.4.
Reports Guidelines Document
Report Archive Files
- SAFe 4.0 Advanced (6.0.3) 2017-03-09
- SAFe 4.0 [4-Level] (6.0.3) 2017-02-07
- SAFe 4.0 [3-Level] (6.0.3) 2017-02-07
Reports for 6.0.2
The reports in this section have been developed using Report Builder capabilities in 6.0.2.
Reports Guidelines Document
Report Archive Files
- SAFe 4.0 Reports [4-Level] (6.0.2) 2016-11-11
- SAFe 4.0 Reports [3-Level] (6.0.2) 2016-11-11
- SAFe 3.0 Reports (6.0.1) (2016-03-09)
- SAFe 3.0 Reports (6.0) (2016-03-09)
Need help? Contact the SAFe team: safeinfo@wwpdl.vnet.ibm.com
About the author
Bhawana Gupta is a Senior Product Manager in the IBM Engineering Product Management team. She is responsible for driving the solution and capabilities for agile@scale and SAFe in the Engineering Lifecycle Management solution. She can be contacted at bhawana.gupta@in.ibm.com.
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