Using the reports feature

Required Tempo product: Tempo Timesheets for Cloud

Required permission: View All Worklogs

Reports are a powerful tool in Tempo Timesheets. Use reports to sort, filter, display and edit issue and worklog information in precisely the way you want.

You can create custom reports using criteria you specify, or you can build a report based on a template. Once you have created your report, you can edit existing worklogs -- and create new ones -- from within the report itself. 

Creating a report from a template

  1. On the main menu bar, select Tempo > Reports, or on the Tempo sidebar at the left, click the Reports icon. Screen_Shot_2017-06-28_at_3.23.28_PM.png
  2. From the Reports view, select a template. You can create a report that filters by user, team, issue, project, account, or one that filters directly from a JQL query.
  3. In the dialog box that appears, select the criteria that you wish to filter by. You also have the option to make this the criterion the default of this report type by clicking on the Set default select box. If you want to reset the default in the future, click on the ellipses in the bottom right of the selection box.

Creating a custom report

  1. On the top menu, select Tempo > Reports, or on the left sidebar, click on the Reports icon. Screen_Shot_2017-06-28_at_3.23.28_PM.png
  2. In the dialog box that appears, select Custom Report from the list.
  3. At top-middle, click on icon Screen_Shot_2017-06-28_at_3.33.28_PM.pngthat appears to the right of Filter by.
  4. In the dialog box that appears, select a filter type. Possible choices are projects, teams, accounts, account categories, account category types, customers, issues, epics, users, or JIRA filters (JQL). More than one filter type can be selected. Selected filters can be removed from the report by clicking on the x to delete.
  5. Select one or more items to be used in filtering the report. More than one item can be selected.
  6. To clear all of the current filters, click on Clear all at the bottom of the dialog box.

Selecting the date range for reporting

  1. At top-left, click on the calendar icon. Screen_Shot_2017-06-28_at_3.33.17_PM.png
  2. In the dialog box that appears, select a range of dates by either selecting a start and end date on the calendar, or by entering information in the From and To input boxes.
  3. Alternately, you can select a date range by one of the Timesheet periods.

Organizing information by groups

  1. At top-middle, click the iconScreen_Shot_2017-06-28_at_3.33.28_PM.pngthat appears to the right of Group by.
  2. In the dialog box that appears, select a group type. Possible choices are Issue, User, Account, Project, Component, Fix version, and Worklog. More than one item can be selected. Selected groups can be removed from the report by clicking on the x icon to delete.

Selecting between list and grid views

  1. At top-right, click on the shaded List view or Grid view box.
  2. In the dialog box that appears, select between list view and grid view.

TEMPO TIP
All reports have two possible views - the list view and the grid view. The grid view represents a calendar, with columns representing days, weeks, months, or quarters, depending on the Grid period settings. (See below, under Using the view menu...). In each cell the amount of logged time is summarized. Extra columns can be added to the front of the report using the Columns settings. (See below, under Using the view menu...). The list view represents an itemized list, with columns representing different attributes or work attributes.

Using the view menu to set grid period, columns, and work attributes

  1. At top-right, click on the shaded List view or Grid view box.
  2. In Grid view, select a Grid Period. The options are Days, Weeks, Months, or Quarters. In List view this option is grayed out.
  3. From the list of Columns, select which information you would like to display in the report. Some columns are only available in when the report is grouped by Worklog.
  4. From the list of Work Attributes, select which work attributes you would like to display in the report. Work attributes can only be displayed when the report is in List view, and when the report is grouped by Worklog.

Editing worklogs using my report

After you use reports to organize information in the way you want, you can also edit the worklog values from directly within reports.

TEMPO TIP
If you have Tempo Planner for Cloud, reports can be used to display information on both plans and worklogs. You can select between plans and worklogs using the "Plan" or "Worklog" button at the top-center of the report. Only worklogs can be edited using the reports.

  1. Select the List View from the views at top-right.
  2. Ensure Group by includes Worklog as one of the selected items.
  3. Use the List view dialog box to add columns that you wish to edit. Billable Time, Worklog Total, Date, and the Worklog Title can all be edited, along with any Work Attributes you have created.

Exporting my report to PDF, CSV, or XLS

  1. At top-right, click on the Export button. Screen_Shot_2017-06-28_at_4.14.05_PM.png
  2. In the dialog box that appears, select between the three different export options: PDF, CSV, or XLS.
  3. Alternately, using the dropdown on the button, you can select between three different export options: PDF, CSV, or XLS.

 

 

 

 

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