---
title: "Velocity report"
canonical: "https://support.appfire.com/space/DLP/2211843546/Velocity%20report"
format: markdown
---
> Macro (aura-html)

> ℹ️ This report type is available with [BigPicture Enterprise](https://marketplace.atlassian.com/apps/1215158/bigpicture-enterprise?tab=overview&hosting=cloud) only.

## About the Velocity report

![story-point-chart.png](media://78efb786-ede3-4eeb-acee-c4d7a0ca0d1d)

## What does the report show?

Velocity value is presented on the Velocity chart in the form of a trend line.

The average value calculated for a selected sprint.

The velocity value calculated for the last sprint is additionally displayed at the end of the chart.

> ℹ️ **The report is based on story points**. 
> ℹ️ 
> ℹ️ - Grey column - team capacity in a given period
> ℹ️ - Green column - story points of done tasks
> ℹ️ 
> ℹ️ Data breakdown is based on program structure (Box structure). The velocity report shows two columns for each sub-Box (such as Iteration). 
> ℹ️ 
> ℹ️ **The report is generated per team. **

### Grey column - team capacity calculation

**"Planned" value (grey column) = capacity of a team per sub-Box time period**

Planned value is taken from the capacity planning tab in the Resources module. This value is always initially calculated based on the availability of team resources in a given period but can be manually overridden in the capacity planning tab of the Board module.

![safe-team-alfa-2.png](media://2c0c65d9-e633-44b3-8501-9d0f142ce694)

![safe-chart-compare.png](media://17ffbf10-35dd-4e22-8542-86babfae0af9)


<details>
<summary>How to check if the values were manually changed?</summary>

Go to the **Board module > capacity planning tab > Highlight changes.** Manually adjusted values will be indicated in orange.

![afe-highlight-changes.png](media://463e99cc-98ab-4199-b770-5f0a6af93d38)
</details>

If the value was not manually overridden → "**Planned" value (grey column) = ** **Team capacity per day (sum of individual capacities of team members per day) multiplied by the duration of a Box** (such as Iteration). 

For example, when:

- daily capacity of "Team Alfa" = three story points
- "Iteration 1.2” = 11 workdays
- Planned capacity for Iteration 1.2 = 11x3 = 33 story points

### Green column - done tasks sum

Only tasks in "Done" status are included in the calculation. 

**Example**:

![safe-art-compare-2.png](media://a2781ee6-32ee-4a15-add8-3ae0de1c80b4)

Iteration 1.1 contains four done tasks assigned to "Team Alfa". 

Story point sum = 5 + 3 + 2 + 6 = 16

![storypoint-sum.png](media://72885db1-2838-4fef-baf0-05b9a9dc3586)

## Scope of the report

> ℹ️ When you create a Velocity report :
> ℹ️ 
> ℹ️ - **information is broken down to the lowest available Box level**
> ℹ️ - a report is created in a particular Box - **only sub-Boxes nested under that Box are included**
> ℹ️ - **all Boxes in the report are from the same level**
> ℹ️ 
> ℹ️ See examples below.

#### **Case 1 - report created in the main program Box**

| **Report created in "SAFe ART (Smart house)"** | **Result** |
| --- | --- |
| **lowest available level ** | **Iteration** (2nd level under the main program Box) |
| **Included Boxes** | **all Iterations** (all are nested under the main program Box) |
| **all on the same level** | All Iterations are on the same level in the Box hierarchy (2nd level under the main program Box) |

![case-2-report.png](media://859ec81d-95eb-4a95-b2e9-70f22b4d7a5f)

Resulting report:

![case-2-resulting-report.png](media://542a15ad-1101-4ecf-8b7b-468407f8be2b)

#### Case 2 - report created in a Program Increment

| **Report created in "Program Increment 1"** | **Result** |
| --- | --- |
| **lowest available level ** | **Iteration** (2nd level under the main program Box) |
| **Included Boxes** | **3 Iterations** (nested under the "Program Increment 1" - Iterations nested under other Program Increments are not included) |
| **all on the same level** | All Iterations are on the same level in the Box hierarchy (2nd level under the main program Box) |

![case-2-resulting-reports.png](media://54c1c677-ecfb-43ce-a77a-04d1988581ae)

Resulting report:

![case-2-resulting-reports-2.png](media://3bfd0b1e-aaac-4b48-9659-7112b1e75a43)

## Report configuration

Report configuration/ edit/ delete information can be found on [https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212006683](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212006683). Report management works the same for all reports. 

### Available fields

![velocity-report-configuration-2.png](media://2f48d917-7954-4793-a7aa-7d4cc2c9b24a)

| **Element** | **Description** |
| --- | --- |
| **Name** | The report name is displayed in the header of each report. |
| **Show iterations with empty capacity** | When selected, Boxes with team capacity = 0 are included in the report<br>![team-capacity.png](media://6b986cc7-995f-4be2-a193-8a2f02f707d4)<br>When team capacity = 0?<br>- team memberships of all members have ended
- individuals in the team have no capacity (for example, if everyone has time-off, team capacity = 0) |
| **Show the velocity line on the chart** | checkbox, checked by default |
| **The number of iterations used to calculate velocity** | numeric field, integers only, from 1 to 9, default value = 3 |
| **Project **(conditional field) | This field is available in Portfolio Boxes (more information below). If a Velocity report is added to a Portfolio Box containing multiple projects, you will need to specify which project the report should be generated for.<br>![velocity-report-project-highlight.png](media://51293453-3f62-49a7-ba18-7a551f9f30fa) |
| **Team** | The report is generated for the selected team. |

## Conditions 

- tasks must be assigned to teams
- tasks must have a "story points" value
- **lower-level sub-Boxes must exist** (otherwise, the report will be empty)
- lower-level sub-Boxes must have their scope type set to "sub-scope" (in most cases, those will be Program Increments and Iterations).

### Tasks without a team

Tasks that have not been assigned to a team are not accounted for in the calculation (are ignored).

### scope type = sub-scope

The report is based on lower-level Boxes. Their scope type must be set to "sub-scope".

- Own scope → tasks are added directly to the scope of the Box (such as a program Box)
- Sub-scope → Box doesn't have its own scope - it simply displays a section of the parent scope (for example. tasks are added to the main project Box and later divided into Program Increments and Iterations). If you add a task to such Box, it is automatically added to its parent.

In most cases, the scope type of Program Increments and Iterations is set to "sub-scope".

![safe-art-type-column.png](media://df66d2b5-4a6e-46ae-9a61-ef94b0898cf2)

### Project in a portfolio Box

A Portfolio Box can contain multiple program Boxes, each with its scope.

Portfolio Box scope type must be set to "None".

![project-portfolio-hybr.png](media://c72913b2-8130-4443-9f6f-a64accc492cd)

A Velocity report cannot be generated for multiple separate program Boxes. 

You can create a Velocity report in a Portfolio Box, but you will need to limit the report to one project.

![velocity-project.png](media://934d3a73-631c-4910-9695-929f04e4065b)

## Story Point conversion set to "0"

When a team is still learning to estimate its velocity, the conversion ratio changes from sprint to sprint. You may prefer to show the velocity of future iterations as unknown (=0) and wait for the scrum master to later enter the correct value based on historic data (capacity planning tab of the Board module).

<u>Example</u>:

Story Point conversion = 0

![velocity-for-team-alfa.png](media://856dfff1-96a7-4963-8acd-90ef975d6484)

The planned capacity of a team = 0 until manually changed 

![safe-art-team-alfa.png](media://8a2f9d0a-89eb-496a-841d-40739447c0eb)

## Additional use cases - possible mistakes

### Case 3 - no lower-level Boxes

| **Report created in "Iteration 1.1"** | **Result** |
| --- | --- |
| **lowest available level ** | **none** |
| **Included Boxes** | **none** |
| **all on the same level** | **n/a** |

Iteration 1.1 has no child Boxes:

![image](media://c5807225-bedc-4424-8b73-f4a8d89b0c81)

The Velocity report created in Iteration 1.1 is empty.

![iteration-1-1.png](media://0641b528-4db1-4eb3-9206-ca6532672c42)

### Case 4 - Iteration under Iteration

| **Report created in "SAFe ART (Smart house)"** | **Result** |
| --- | --- |
| **lowest available level ** | **Iteration** (3rd level under the main program Box) |
| **Included Boxes** | **Iteration 1.3.1** (the only 3rd level Box nested under the main program Box) |
| **all on the same level** | Other iterations are on the 2nd level - they won't be included |

Depending on the setup, you could create a structure like this:

![iteration-1-3-1.png](media://fe57e4cb-c807-4772-a411-7848dee230ec)

In this case, Iteration 1.3.1 is the lowest level under SAFe ART (Smart house). The report includes only Boxes on the same level, so all other Iterations are omitted:

![safe-smart-house.png](media://d18a7396-2d80-4476-a448-a3a5295baa79)