Creating Reports

Abstract

How to create a report

Important

  • Viewing worklogs for your team members in Tempo Reports requires the View Worklogs and Browse Projects permissions. To see worklogs for other users in a project, you need to have the View All Worklogs permission.

  • To report on planned time, you need to have Tempo Planner installed. Viewing plans requires the View Plans permission.

You can create a report for getting data on whatever you need. When you create a report, a report wizard lets you select filters and data grouping options to help you pin down what you need to see. Filtering information first can make it much faster to create a report because you don't have to load all the data first and then filter it. And you can always change your filter settings and grouping options after the report is generated.

Watch this video to see how to create any type of report that you need:

Creating Reports
  1. Select Reports Reports_LessPadding_copy.png in the Tempo sidebar to open the Reports Overview.

    Member_Select_Reports.gif
  2. Click the tile for the type of report you want to create: Logged TimePlanned Time, or Planned vs Actual.

  3. In the Report wizard that appears, click the Filter by box to display a list of filter options. Filtering information first can make it much faster to create a report because you don't have to load all the data first and then filter it. And you can always change your filter settings after the report is generated. For more information, see Filtering the Data in Reports.

    Tip

    Scroll down to the bottom of the list if you want to select a Jira Filter (JQL). This option isn't always visible!

    If you don't want to use the report wizard, you can simply click Create to create a report and then filter and group your data in the report that is generated.

  4. When you are finished selecting your filters, click outside the list to return to the wizard.

  5. To organize the report results, click the Group by box to display grouping options. By default, Logged Time report data is grouped by project/user, and Planned Time report data by user/plans. Tempo remembers your grouping configuration and will apply your selected groups the next time you generate a report.

    Create_Logged_Time_Report.jpg
    • You can select more than one item to group by. Items are organized according to Jira hierarchy.

    • To remove a grouping level, click the x for that level.

    Note

    • Grouping options are different for each type of report.

    • If a user is a member of multiple teams and has more than one role/team, only the role/team from the last team they joined will be visible in reports when you group by Role or Team. This also applies when you group by Component or Fix Version as well, meaning the reports will display data under the most recently added component or fix version.

  6. When you are finished grouping the data, click outside the list to return to the wizard.

  7. Click Create and the new report based on what you selected here is created and displayed.