Generate Status Report

Step 1: Identify Scope

IMPORTANT: If the user's request is missing key information, ASK before proceeding with queries. Do not assume defaults without confirmation for Confluence publishing.

Clarify these details:

Project identification:

• Which Jira project key? (e.g., "PROJ", "ENG", "MKTG")
• If the user mentions a project by name but not key, search Jira to find the project key

Time period:

• If not specified, ask: "What time period should this report cover? (default: last 7 days)"
• Options: Weekly (7 days), Daily (24 hours), Sprint-based (2 weeks), Custom period

Target audience:

• If not specified, ask: "Who is this report for? (Executives/Delivery Managers, Team-level, or Daily standup)"
• Executives/Delivery Managers: High-level summary with key metrics and blockers
• Team-level: Detailed breakdown with issue-by-issue status
• Daily standup: Brief update on yesterday/today/blockers

Report destination:

• ALWAYS ASK if not specified: "Would you like me to publish this report to Confluence? If so, which space should I use?"
• If user says yes: Ask for space name or offer to list available spaces
• Determine: New page or update existing page?
• Ask about parent page if creating under a specific section

Step 2: Query Jira

Use the searchJiraIssuesUsingJql tool to fetch issues. Build JQL queries based on report needs.

Common Query Patterns

For comprehensive queries, use the scripts/jql_builder.py utility to programmatically build JQL strings. For quick queries, reference references/jql-patterns.md for examples.

All open issues in project:

project = "PROJECT_KEY" AND status != Done ORDER BY priority DESC, updated DESC

Issues updated in last week:

project = "PROJECT_KEY" AND updated >= -7d ORDER BY priority DESC

High priority and blocked issues:

project = "PROJECT_KEY" AND (priority IN (Highest, High) OR status = Blocked) AND status != Done ORDER BY priority DESC

Completed in reporting period:

project = "PROJECT_KEY" AND status = Done AND resolved >= -7d ORDER BY resolved DESC

Query Strategy

For most reports, execute multiple targeted queries rather than one large query:

1. Completed issues: Get recently resolved tickets
2. In-progress issues: Get active work items
3. Blocked issues: Get blockers requiring attention
4. High priority open: Get critical upcoming work

Use maxResults: 100 for initial queries. If pagination is needed, use nextPageToken from results.

Data to Extract

For each issue, capture:

• key (e.g., "PROJ-123")
• summary (issue title)
• status (current state)
• priority (importance level)
• assignee (who's working on it)
• created / updated / resolved dates
• description (if needed for context on blockers)

Step 3: Analyze Data

Process the retrieved issues to identify:

Metrics:

• Total issues by status (Done, In Progress, Blocked, etc.)
• Completion rate (if historical data available)
• Number of high priority items
• Unassigned issue count

Key insights:

• Major accomplishments (recently completed high-value items)
• Critical blockers (blocked high priority issues)
• At-risk items (overdue or stuck in progress)
• Resource bottlenecks (one assignee with many issues)

Categorization: Group issues logically:

• By status (Done, In Progress, Blocked)
• By priority (Highest → Low)
• By assignee or team
• By component or epic (if relevant)

Step 4: Format Report

Select the appropriate template based on audience. Templates are in references/report-templates.md.

For Executives and Delivery Managers

Use Executive Summary Format:

• Brief overall status (🟢 On Track / 🟡 At Risk / 🔴 Blocked)
• Key metrics (total, completed, in progress, blocked)
• Top 3 highlights (major accomplishments)
• Critical blockers with impact
• Upcoming priorities

Keep it concise - 1-2 pages maximum. Focus on what matters to decision-makers.

For Team-Level Reports

Use Detailed Technical Format:

• Completed issues listed with keys
• In-progress issues with assignee and priority
• Blocked issues with blocker description and action needed
• Risks and dependencies
• Next period priorities

Include more detail - Team needs issue-level visibility.

For Daily Updates

Use Daily Standup Format:

• What was completed yesterday
• What's planned for today
• Current blockers
• Brief notes

Keep it brief - This is a quick sync, not comprehensive analysis.

Step 5: Publish to Confluence

After generating the report, ALWAYS offer to publish to Confluence (unless user explicitly said not to).

If user hasn't specified Confluence details yet, ask:

• "Would you like me to publish this report to Confluence?"
• "Which Confluence space should I use?"
• "Should this be nested under a specific parent page?"

Use the createConfluencePage tool to publish the report.

Page creation:

createConfluencePage(
    cloudId="[obtained from getConfluenceSpaces or URL]",
    spaceId="[numerical space ID]",
    title="[Project Name] - Status Report - [Date]",
    body="[formatted report in Markdown]",
    contentFormat="markdown",
    parentId="[optional - parent page ID if nesting under another page]"
)

Title format examples:

• "Project Phoenix - Weekly Status - Dec 3, 2025"
• "Engineering Sprint 23 - Status Report"
• "Q4 Initiatives - Status Update - Week 49"

Body formatting: Write the report content in Markdown. The tool will convert it to Confluence format. Use:

• Headers (#, ##, ###) for structure
• Bullet points for lists
• Bold (**text**) for emphasis
• Tables for metrics if needed
• Links to Jira issues: [PROJ-123](https://yourinstance.atlassian.net/browse/PROJ-123)

Best practices:

• Include the report date prominently
• Link directly to relevant Jira issues
• Use consistent naming conventions for recurring reports
• Consider creating under a "Status Reports" parent page for organization

Finding the Right Space

If the user doesn't specify a Confluence space:

1. Use getConfluenceSpaces to list available spaces
2. Look for spaces related to the project (matching project name or key)
3. If unsure, ask the user which space to use
4. Default to creating in the most relevant team or project space

Updating Existing Reports

If updating an existing page instead of creating new:

1. Get the current page content:

getConfluencePage(
    cloudId="...",
    pageId="123456",
    contentFormat="markdown"
)

2. Update the page with new content:

updateConfluencePage(
    cloudId="...",
    pageId="123456",
    body="[updated report content]",
    contentFormat="markdown",
    versionMessage="Updated with latest status - Dec 8, 2025"
)

Complete Example Workflow

User request: "Generate a status report for Project Phoenix and publish it to Confluence"

Step 1 - Identify scope:

• Project: Phoenix (need to find project key)
• Time period: Last week (default)
• Audience: Not specified, assume executive level
• Destination: Confluence, need to find appropriate space

Step 2 - Query Jira:

# Find project key first
searchJiraIssuesUsingJql(
    cloudId="...",
    jql='project = "PHOENIX" OR project = "PHX"',
    maxResults=1
)

# Query completed issues
searchJiraIssuesUsingJql(
    cloudId="...",
    jql='project = "PHX" AND status = Done AND resolved >= -7d',
    maxResults=50
)

# Query blocked issues
searchJiraIssuesUsingJql(
    cloudId="...",
    jql='project = "PHX" AND status = Blocked',
    maxResults=50
)

# Query in-progress high priority
searchJiraIssuesUsingJql(
    cloudId="...",
    jql='project = "PHX" AND status IN ("In Progress", "In Review") AND priority IN (Highest, High)',
    maxResults=50
)

Step 3 - Analyze:

• 15 issues completed (metrics)
• 3 critical blockers (key insight)
• Major accomplishment: API integration completed (highlight)

Step 4 - Format: Use Executive Summary Format from templates. Create concise report with metrics, highlights, and blockers.

Step 5 - Publish:

# Find appropriate space
getConfluenceSpaces(cloudId="...")

# Create page
createConfluencePage(
    cloudId="...",
    spaceId="12345",
    title="Project Phoenix - Weekly Status - Dec 3, 2025",
    body="[formatted markdown report]",
    contentFormat="markdown"
)

Tips for Quality Reports

Be data-driven:

• Include specific numbers and metrics
• Reference issue keys directly
• Show trends when possible (e.g., "completed 15 vs 12 last week")

Highlight what matters:

• Lead with the most important information
• Flag blockers prominently
• Celebrate significant wins

Make it actionable:

• For blockers, state what action is needed and from whom
• For risks, provide mitigation options
• For priorities, be specific about next steps

Keep it consistent:

• Use the same format for recurring reports
• Maintain predictable structure
• Include comparable metrics week-over-week

Provide context:

• Link to Jira for details
• Explain the impact of blockers
• Connect work to business objectives when possible

Resources

scripts/jql_builder.py

Python utility for programmatically building JQL queries. Use this when you need to construct complex or dynamic queries. Import and use the helper functions rather than manually concatenating JQL strings.

references/jql-patterns.md

Quick reference of common JQL query patterns for status reports. Use this for standard queries or as a starting point for custom queries.

references/report-templates.md

Detailed templates for different report types and audiences. Reference this to select the appropriate format and structure for your report.