# Advanced Insights - Complete Documentation

> Productivity apps for Jira and monday.com by SNG Technologies Ltd. (est. 2012). Atlassian Silver Partner and award-winning app developer.

## Company Overview

Advanced Insights (a brand of SNG Technologies Ltd.) creates data analytics and productivity tools for work management platforms including Atlassian Jira and
monday.com. Founded in 2012, the company is an Atlassian Silver Partner with award-winning apps (Best Jira Cloud Add-on at Codegeist 2015, monday.com App
Competition winners).

- Website: https://www.advancedinsights.app
- Documentation: https://docs.advancedinsights.app
- Vendor Page: https://marketplace.atlassian.com/vendors/1212050/
- Support: support@advancedinsights.app
- Status Page: https://stats.uptimerobot.com/BGXjrSP9l6

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## Products for Atlassian Jira

### Advanced Reports

AI-powered Jira reporting and analytics app that unlocks powerful insights from Jira data with custom, dynamic reports.

**Key Features:**
- SQL-based queries that bypass JQL limitations
- Data processed locally in browser for security
- Intuitive report builder with dynamic updates
- AI Assistant for natural language queries
- Export to PDF, CSV, or Parquet formats
- Dashboard with Insights (data extraction) and Reports (visualization)

**Components:**
- **Insights**: Define data extraction using SQL queries
- **Reports**: Create visualizations and presentations from insights
- **Charts**: Build custom charts and dashboards
- **AI Assistant**: Generate SQL from natural language prompts

**SQL Query Examples:**

Count Work Items by Status:
```sql
SELECT status, COUNT(*) AS work_item_count
FROM work_items_display
GROUP BY status
ORDER BY work_item_count DESC;

Calculate Average Time in 'In Progress' Status (Days):
SELECT AVG(h.seconds_in_state) / (60*60*24.0) AS avg_days_in_progress
FROM histories h
JOIN statuses s ON h.field_id = 'status' AND h.value = s.id
WHERE s.name = 'In Progress';

Cycle Time Analysis by Team:
SELECT users.displayName as assignee,
        issuetypes.name as work_item_type,
        AVG(cycle_time_days) as avg_cycle_time,
        PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY cycle_time_days) as median_cycle_time,
        COUNT(*) as total_items
FROM (
  SELECT wi.assignee, wi.issuetype,
          (EXTRACT(EPOCH FROM wi.resolutiondate - wi.created) / 86400) as cycle_time_days
  FROM work_items wi
  WHERE wi.resolutiondate IS NOT NULL
) cycle_data
LEFT JOIN users ON users.id = cycle_data.assignee
LEFT JOIN issuetypes ON issuetypes.id = cycle_data.issuetype
GROUP BY users.displayName, work_item_type
ORDER BY avg_cycle_time DESC;

Bottleneck Detection with Statistical Significance:
WITH status_times AS (
  SELECT work_item_id, field_id, value as status_id,
          seconds_in_state / 86400.0 as days_in_status
  FROM histories
  WHERE field_id = 'status' AND seconds_in_state > 0
),
status_stats AS (
  SELECT json_extract_string(statuses."data", 'name') as status_name,
          AVG(days_in_status) as avg_days,
          STDDEV(days_in_status) as stddev_days,
          PERCENTILE_CONT(0.95) WITHIN GROUP (ORDER BY days_in_status) as p95_days,
          COUNT(*) as sample_size
  FROM status_times st
  LEFT JOIN statuses ON statuses.id = st.status_id
  GROUP BY status_name
  HAVING COUNT(*) >= 5
)
SELECT status_name, avg_days, p95_days,
        CASE
          WHEN p95_days > avg_days * 3 THEN 'High Variability Bottleneck'
          WHEN avg_days > 5 THEN 'Consistent Bottleneck'
          ELSE 'Normal Flow'
        END as bottleneck_type,
        ROUND(stddev_days / avg_days, 2) as coefficient_of_variation
FROM status_stats
ORDER BY avg_days DESC;

AI Assistant Prompt Examples:
- "Show me team members whose work items are taking significantly longer than average to move through our workflow, and identify which statuses are causing the
delays"
- "Show a histogram of SLA breaches per week, with a moving average line calculated from SQL aggregations. SLA breach occurs if work item has been open for more
than a week"

Links:
- Marketplace: https://marketplace.atlassian.com/apps/1238166/advanced-reports-charts-reports-analytics-with-ai-sql
- Documentation: https://docs.advancedinsights.app/atlassian/advanced-reports

---
Advanced Export

Export unlimited Jira issues with full history to CSV, Excel XLSX, or JSON formats.

Key Features:
- Export issues and fields with or without history
- Supports CSV, Excel XLSX, and JSON formats
- Browser-based or scheduled server-side exports
- Dashboard for creating, viewing, and scheduling exports
- API access for programmatic exports
- Templates for reusable export configurations

Scheduled Exports Configuration:
- Formats: CSV, XLSX, JSON
- Frequency: Daily, weekly, monthly, or yearly
- Time/Timezone: Configurable schedule time and timezone
- Delivery Methods:
  - Email attachment (25MB limit, supports compression)
  - Download link
  - SFTP server upload
  - Webhook (POST request with dynamic URL parameters)
  - API access

API Documentation:

Base URL: https://ae.kanbanalytics.com/api/1

Authentication: API Key in Authorization: Bearer <YOUR_API_KEY> header
(Generate from Advanced Export Dashboard → Settings → API Configuration)

Endpoints:
- GET /schedules - List scheduled exports accessible via API
- GET /schedules/<SCHEDULE_ID>/executions/latest - Get latest execution info
- GET /schedules/<SCHEDULE_ID>/executions/latest/result - Download latest export data

Response includes: id, format, paused status, ExportConfig, execution details

Links:
- Marketplace: https://marketplace.atlassian.com/apps/1217474/advanced-export
- Documentation: https://docs.advancedinsights.app/atlassian/advanced-export

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Retrospective Tools (Jira)

Analyze historical issue changes and project history to improve team effectiveness.

Key Features:
- Animated, customizable agile board replay
- Statistics for individual issues or groups
- Customizable columns per project
- Time-in-status analysis

Views:

1. Replay View
  - Visualize issue movement through statuses over time
  - JQL-based issue selection or filter-based
  - Group Jira statuses into custom columns
  - Animated playback with speed control
  - Navigate between status change events
  - Cumulative Flow Diagram integration
  - Custom start/end times
  - Compact or detailed display modes
2. Statistics View
  - Max, Average, and Median time metrics per column
  - Visual bars showing time distribution per issue
  - Sorting and comparison features
  - Identify outliers and bottlenecks

Links:
- Marketplace: https://marketplace.atlassian.com/apps/1213882/retrospective-tools-for-jira
- Documentation: https://docs.advancedinsights.app/atlassian/retrospective-tools

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Funnels (Jira)

Visualize sales, marketing, or development funnels and track issue journeys.

Key Features:
- Classic funnel and journey/tree visualizations
- Issue count or weighted metrics
- Drill down into item transitions
- Custom workflow creation
- Pan and zoom capabilities

Views:

1. Classic Funnel Chart
  - Traditional funnel showing issues per column/status
  - Configure columns by status, order, name, and color
  - Assign multiple statuses to columns
  - Use issue count or numerical field for weights
  - Balance node heights option
2. Journey/Tree Chart
  - Shows transitions between columns using full activity log
  - Visualize most/least used workflow paths
  - Measure steps to reach certain columns
  - Identify workflow bottlenecks
  - Sales or development journey visualization

Links:
- Marketplace: https://marketplace.atlassian.com/apps/1228905/funnels
- Documentation: https://docs.advancedinsights.app/atlassian/funnels

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Products for monday.com

Funnels (monday.com)

Visualize sales and marketing funnels on monday.com boards.

Board Views:

1. Funnel Board View
  - Traditional sales/marketing funnel by status
  - Assumes sequential status progression
  - Item count or weighted metrics
2. Tree/Journey Board View
  - Shows item transitions between statuses
  - Uses complete activity log
  - Drill down to individual item transitions
  - Customizable graphs

Links:
- Marketplace: https://monday.com/marketplace/27
- Documentation: https://docs.advancedinsights.app/monday/funnels

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Retrospective Tools (monday.com)

Analyze workflow and discover performance bottlenecks on monday.com.

Board Views:

1. Replay View
  - Inspect Kanban board at any past point in time
  - Single-event progression or animated playback
  - Discover past events affecting delivery
  - See team dynamics and bottlenecks
2. Statistics View
  - Time spent by items in any Status column
  - Individual item status history
  - Identify outliers
  - Lead/cycle time analysis
3. Cumulative Flow Diagram (CFD)
  - Items per status over time
  - Reveals bottlenecks
  - Work status overview (done, ongoing, backlog)
  - Progress pace visualization

Links:
- Documentation: https://docs.advancedinsights.app/monday/retrospective-tools

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Security & Compliance

- Adheres to Atlassian App Security Guidelines
- Participates in Marketplace Security Bug Bounty Program
- Data stored in ISO 27001 certified databases
- SOC 1, SOC 2, and SOC 3 certified infrastructure
- API keys encrypted at rest
- Browser-based data processing for sensitive operations (Advanced Reports)

Links:
- Security Policy: https://docs.advancedinsights.app/security

---
Service Level Agreement

- Support requests answered within 24 business hours
- Aims to respond within 24 hours
- Updates provided at least every 48 hours

Links:
- SLA: https://docs.advancedinsights.app/sla
- EULA: https://docs.advancedinsights.app/eula

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Documentation Structure

Jira Apps

- https://docs.advancedinsights.app/atlassian/advanced-reports (introduction, installation, dashboard, insights, reports, charts, sql-query-examples, prompt-examples, changelog, privacy, support)
- https://docs.advancedinsights.app/atlassian/advanced-export (introduction, installation, tutorials, exporting-data, dashboard, scheduled-exports, templates, app-settings, api1, changelog,
privacy, support)
- https://docs.advancedinsights.app/atlassian/funnels (introduction, installation, funnel, journey, privacy, support)
- https://docs.advancedinsights.app/atlassian/retrospective-tools (introduction, installation, replay, stats, faq, privacy, support)

monday.com Apps

- https://docs.advancedinsights.app/monday/funnels (introduction, demo_funnel, demo_tree, installation, funnel, tree, privacy, support)
- https://docs.advancedinsights.app/monday/retrospective-tools (introduction, installation, privacy, support)

Policies

- https://docs.advancedinsights.app/sla - Service Level Agreement
- https://docs.advancedinsights.app/eula - End User License Agreement
- https://docs.advancedinsights.app/security - Security and Privacy Policy

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Target Audience

Teams using Atlassian Jira or monday.com who need:
- Custom reporting beyond built-in capabilities
- AI-assisted data analysis with natural language queries
- Data export with full issue history
- Workflow analytics and sprint retrospectives
- Funnel visualization for sales, marketing, or development processes
- Bottleneck identification and cycle time analysis
- Compliance with data export requirements