文档样例
发给客户的周报
报告基于 Jira 数据撰写,并补充 BA 的分析意见。开头始终是摘要和需要客户确认的决定,让忙碌的读者只读一段就够了。
相关项目案例: 基于 Jira API 的团队 KPI 仪表盘
周进度报告
英文文档
- Project
- PRJ (confidential)
- Period
- Mon 09 – Fri 13
- Prepared by
- Business Analyst
- Audience
- Client PM, Client CTO
Sprint 14 · On track
1. Summary
Sprint completion81%21 of 26 points
Blockers21 resolved, 1 needs the client
Open High bugs0last week: 1
Oldest open bug6 dayslast week: 15
Sprint 14Committed points
- Done
- Carried over to Sprint 15
26 points committed81% done
- Decision needed from the client: confirm the CRM field mapping (section 5) by Tuesday to keep US-04 in Sprint 15.
2. KPIs
KPIsLast week → this week
- Last week
- This week
Sprint completion✓ 68% → 81%
68%81%Throughput (tickets to Done)✓ 11 → 14
1114Cycle time (median)✓ 3.5 days → 2.5 days
3.5 days2.5 daysOldest open bug✓ 15 days → 6 days
15 days6 daysBlocked tickets✓ 2 → 1
21Client feedback backlog✓ 5 → 2
52
Open bugsBy severity
- High
- Medium
- Low
Last week11
This week8
3. Delivered this week
| Ticket | Title | Status | Note |
|---|---|---|---|
| US-01 | Renewal reminders | UAT signed | Timezone bug fixed and re-verified |
| US-02 | Grace period and read-only mode | UAT signed | |
| US-03 | Admin manual extension with audit log | In UAT | Client UAT scheduled for Monday |
| BUG-231 | Duplicate webhook extends subscription twice | Done | Idempotency check added; regression passed |
4. Blockers and risks
Blockers and risksWho owns what, and what we need
| Impact | Owner | Status or ask | |
|---|---|---|---|
| B-1 · Payment sandbox rate-limited | Webhook tests blocked 1 day | Dev A | Resolved on Thursday |
| B-2 · CRM sandbox access missing | US-04 cannot start | Client | Please share access by Tuesday |
| R-1 · Legacy accounts enter grace on release day | Medium | BA | Banner and support macro ready |
5. Decisions needed from the client
DecisionsBoth needed by Tuesday
- CRM field mapping for the "about to churn" list: confirm or edit the five proposed fields (attached).Tue
- Release window: Tuesday 08:00 PT for the expiry feature (see R-1).Tue
6. Plan for next week
Next week
- B-2 resolvedclient shares CRM access
- US-04 CRM synccarried over
- Billing regressionbefore release
7. Client feedback log
| Date | Feedback | Ticket | Status |
|---|---|---|---|
| 10th | Banner text is too alarming during the grace period | FB-22 | Done Copy softened, screenshot attached |
| 12th | Sales also wants the churn list by email | FB-23 | Analysed Turned into US-05 |
Verified by the Business Analyst. Source: Jira API extract, Friday 17:00 ICT.
示例文档,模拟数据。结构和呈现方式与我实际工作中的做法一致。
