Creating reports

Required Tempo product: Tempo Timesheets for Cloud

Required permission: View All Worklogs and Browse Project 

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.

You can also save and export reports. For more information see Saving custom reports and Exporting reports.

To view reports, you must have View All Worklogs permissions and also Browse Project permissions for the projects you are viewing.

Creating a report from a template

  1. Select Tempo > Reports, or click the Reports icon on the Tempo sidebar at the left. 
  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 want to filter by. You can click the Set default checkbox to make your selection the default criterion for this report type. To clear the default selection, click the ellipses to the right of the template name.

Creating a custom report

  1. Select Tempo > Reports, or click the Reports icon on the Tempo sidebar at the left. 
  2. From the Reports view, click Custom Report.
  3. In the Filter by field, click the menu icon Screen_Shot_2017-06-28_at_3.33.28_PM.pngto display a list of possible choices. You can choose more than one item to filter by. 
    ReportsFilterBy_2017-11-03_.png

  4. To clear all selected filters, click on Clear all at the bottom of the dialog box.

Selecting a period or date range for reporting

The date picker lets you quickly select a pre-defined reporting period, specify the number of days to report on, or lets you choose a range of days from the calendar. Picking dates on the calendar dynamically update the From and To date fields.

Your report is generated only after you click Apply, reducing processing time when you are working with large amounts of data.

Date_Picker.png

To select a current or recent period:

  1. At the top-left, click the calendar icon, or anywhere in the date-range field, to display the date picker. By default, the current reporting period is selected.
  2. In the Periods list at the right, you can choose a pre-defined period, and navigate to the last or next period. The dates are dynamically updated in the calendar and in the From and To fields. 

To quickly specify a monthly reporting period in another year, or several months earlier:

  1. Click PERIODS> at the top-right of the date-picker to navigate to the desired year, then a select the period. Click <BACK to return to the PERIODS view.
      Date_Picker_Periods.png

To select a user-defined period:

  1. Click the desired start date and end date on the calendar. The From and To fields are dynamically updated. You can also type directly in the fields.

Organizing information by groups

  1. In the Group by field, click the menu iconScreen_Shot_2017-06-28_at_3.33.28_PM.pngto display a list of possible choices. Issue is selected by default. You can select more than one item, and items are organized according to Jira hierarchy. To deselect an item, simply click the x icon.
    ReportsGroupBy_2017-11-03.png

Selecting between list and grid views

  1. At the top-right, click the shaded List view or Grid view button.
  2. In the drop-down that appears, select between list view and grid view.

TEMPO TIP
You can view reports in list view and grid view. The grid view represents a calendar, with columns representing days, weeks, months, or quarters, depending on the Grid periods settings. (See below, under Using the view menu...). The amount of logged time is shown in each cell. You can include columns to display worked, planned and billable hours. (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 the top-right, click the shaded List view or Grid view button.
  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 from a 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 dropdown 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.

 

 

 

 

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