Using reports to query data in the System of Record

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In CloudBees SDM, you can create a report that queries any data stored in the System of Record for an organization. Reports let you explore data to answer questions about your work processes and blockers.

Read about the report editor before creating a report.

Why use reports?

Stakeholders involved in software delivery do not have easy access to information and contextual data-points to understand the big-picture and make effective and timely business decisions. Often the information is available, but distributed across different systems and requires additional effort to put it together in a meaningful way to answer business questions and make timely decisions.

Building and delivering software that provides value to customers is a difficult and complex task and involves multiple stakeholders working in tandem. Depending on their roles, these stakeholders have different business questions to answer and decisions to make.Some typical business questions are:

  • Visibility work progress

    • Are we on track to launch a feature on a given date?

    • How soon can a feature be released?

    • Which environments have the latest feature available for demo to prospects?

  • Prioritization of work

    • What is the most important thing for me to focus on today?

  • Dependency and impact to customers

    • What’s the impact of this issue not getting resolved by tonight?

    • Which customers can view the latest feature and are exposed to the glitch in it?

Non-technical stakeholders (like PM, PMM, Support, Sales, Customer Success) often have to rely on engineering partners to get answers for questions like these which leads to misinterpretation of information and delay in the overall software delivery process.

Reports can help explore and answer these questions.

About reports

Anyone can create, edit, and delete reports within their organization profile.

A report applies to all data captured for the organization profile associated with your user profile. You can create a report using the report editor or use one of the example reports as a starting point.

Report information is pulled from the System of Record by selecting a data type and then forming a query to define and filter the data set. This query is written using the SDM query language. Reports created in the report editor produce a report that is similar to a spreadsheet, with columns and rows that you define.

Example report