Grouping and Sorting Data in Reports

Abstract

How to group and sort data in Tempo reports

Important

In order to get the most out of your Tempo reports, you can apply a range of tools to sort the data. This includes applying filters, organizing the information into groups, sorting the data by columns, and adding columns to show Jira fields and work attributes.

Tempo remembers all your view settings and preferences between sessions. 

  • Select Reports timesheets-icon.jpeg in the Tempo sidebar to create a report or open a saved report.

Grouping Data

Grouping data in your reports helps you to structure your information in a meaningful way. The groups are displayed in the report according to Jira hierarchy. 

Note

In order to avoid duplicating data in its reports, Tempo assigns time record data to the groups that they have been added to most recently. This logic applies to the following:

  • Team

  • Role

  • Component

  • Fix version

This means that if a time record is associated with an employee who is a member of multiple teams, Tempo reports will place the time record under the team that the employee joined most recently. Likewise, if a time record has multiple components, the one added most recently will be reflected in the reports.

To group data in a report:

  1. Click the Group by box to to display a list of possible choices. Select the groups you want to add. 

    You can group data in Tempo reports by a wide range of variables
  2. To remove a level of grouping, click Group by, and then click x to the right of the group level.

To simplify the report view, reports containing multiple levels of grouping do not display "empty" hierarchy levels. The following example shows a report that has been grouped by Epic/Issue/Sub-task/Worklog. No Epic hierarchy level is shown for Issue PRO-11 since it is not linked to an epic. Also, there is no hierarchy level for Sub-tasks because the issues do not have any. This makes the report look tidier and easier to read.

Reports do not display empty hierarchy levels

Tip

In Planned Time reports plans submitted for approval are labelled with a colored dot plans-submitted-for-approval.jpg to indicate their approval status. A green dot means that they have been approved, yellow that they are in review, and red indicates a rejected plan. You can hover the mouse pointer over the dot to get approval details.

Below is an overview of the various fields that you can use to group data and organize your report results:

Group by

What it does

Available report

Project

Groups data by Jira project(s)

  • Logged Time

  • Planned Time

  • Planned vs. Actual

Team

Groups data by Jira team(s)

  • Logged Time

  • Planned Time

  • Planned vs. Actual

Role

Groups data by staff role

  • Logged Time

  • Planned Time

  • Planned vs. Actual

User

Groups data by Jira user

  • Logged Time

  • Planned Time

  • Planned vs. Actual

Account

Groups data by Tempo account(s)

  • Logged Time

  • Planned Time

  • Planned vs. Actual

Epic

Groups data by Jira epic(s)

  • Logged Time

  • Planned Time

  • Planned vs. Actual

Issue

Groups data by Jira issue(s)

  • Logged Time

  • Planned Time

Sub-task

Groups data by Jira sub-task(s)

  • Logged Time

  • Planned Time

Component

Groups data by Jira component

  • Logged Time

  • Planned Time

Fix version

Groups data by Jira fix version

  • Logged Time

  • Planned Time

Worklog

Groups data by worklog(s)

  • Logged Time

Plan

Groups data by plan(s)

  • Planned Time

Sorting Data

Sorting by alphabetical or numerical order allows you to organize and display your report's data differently. You can sort a report by the data in a particular column by clicking that column’s heading. This then sorts data according to that column’s ascending or descending order: the text is sorted from A to Z, numerical data is sorted from highest to lowest, and time/date data is sorted from earliest to latest.

Sort a report's data
  • Up and down arrows next to a column name indicate that data is being sorted by that column.

  • To reverse the sort order, click the column heading a second time.

  • In a report with multiple grouping levels, data is grouped by the top-level group. For example, the report above shows the most number of planned hours at the top sorted by user.