Viewing Reports
Viewing worklogs for other team members requires the View All Worklogs and Browse Projects permissions for each project.
You can view the worklog data from inactive or deleted Jira users in a report - see Inactive and Deleted Jira Users and Tempo Timesheets for more information.
Viewing plans requires the View Team Plans permission.
To report on planned time, you need to have Tempo Planner version 7.8 or later and Tempo Timesheets 10.8 or later installed.
To report on planned vs actual time, you need to have Tempo Timesheets version 10.15 or later and Tempo Planner version 7.15 or later installed
You can customize your reports so that they show what you need in a meaningful manner. By default, report results are displayed in a grid format but you can also view the data as a detailed list. You can apply filters, organize the information into groups, sort the data by columns, set report preferences, and add columns to show Jira fields and work attributes as needed. When viewing reports as a grid, you can also define whether the grids represent days, weeks, months, or quarters.
Tempo remembers all your view settings and preferences between sessions.
To access reports:
Select Reports in the Tempo sidebar.
Switching between the Grid and List Views
Click the View button at the top-right, and then select either Grid view or List view.
Grid View
By default reports are displayed in a grid view. The grid view displays the report information in a timesheet-format. Each column in the grid represents a day, week, month, or quarter, depending on the Grid Periods option you select on the Grid view drop-down menu. You can also specify the what data to display using the Columns options.
For worklog reports, you can click the cells and log hours on issues.
By default, the grids represent days. You can select a different grid period and use the date picker to select a period to see what you need. Click Grid view at the top-right to select a grid period.
List View
You can select to display the report as a detailed list. The list view shows you the report information in table-format. You can choose which which attributes or work attributes to show using the Columns and List View Columns options on the List view drop-down menu.
Filtering Data
Select filters for the reports to show only the information you need. You can, for example, select to view time logged on a specific project or all planned work for your team. The Filter by box at the top of the report shows which filters are applied.
To filter data in a report:
Click the Filter by box to display a list of filter options.
Select a filter option to begin refining your report.
To add a filter, select its check-box. To remove a filter, clear the check-box or click the x beside its name in the Filter by box.
If you select to filter by issues, you can also choose to include sub-tasks.
Click Back to return to the list of filters.
Click Apply & Search to apply the filter to your results.
The Filter by box shows what filters are being applied in the report. You can remove a filter by clicking the x to the right of its name.
Below is an overview of the various fields you can use to filter your reports:
Filter | What it does |
|---|---|
Teams | Filters by Tempo team(s) |
Roles | Filters by staff role |
Users | Filters by Jira user |
Locations | Filters by office location |
Customers | Filters by Tempo customers |
Accounts | Filters by Tempo account(s) |
Account Categories | Filters by Tempo account categories |
Category Types | Filters by account category types, including billable, capitalized, internal and operational |
Projects | Filters by Jira projects |
Epics | Filters by Jira epic(s) |
Issues | Filters by Jira issues |
Jira Filters (JQL) | Filters by predefined JQL filter |
Grouping Data
Group data in your reports to help you structure your information in a meaningful way. The groups are displayed in the report according to Jira hierarchy.
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 more easy to read.
To group data in a report:
Click the Group by box to to display a list of possible choices. Select the groups you want to add.
To remove a level of grouping, click Group by, and then click x to the right of the specified group level.
Tip
In Plan Time reports plans submitted for approval are labelled with a colored dot 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) |
|
User | Groups data by Jira user |
|
Location | Groups data by office location |
|
Account | Groups data by Tempo account(s) |
|
Epic | Groups data by Jira epic(s) |
|
Issue | Groups data by Jira issue(s) |
|
Sub-task | Groups data by Jira sub-task(s) |
|
Component | Groups data by Jira component |
|
Fix version | Groups data by Jira fix version |
|
Worklog | Groups data by worklog(s) |
|
Sorting Data
One way of organizing your report is to sort the data in alphabetical or numerical order. Sort a report by the data in a particular column by clicking that column’s heading. Clicking a column header 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.
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.
Adding and Removing Columns and Work Attributes
Adding and removing columns lets you select what information is displayed in your report. For example, if you want to view how many billable vs how many non-billable hours were spent on issues linked to an account, filter the report by Customer and group the information by Account. Then add the Billable column to compare billable and logged hours.
Column options are not the same for Worklog and Plan reports, and column availability depends on how report results are grouped, for example, worklog columns are only available when grouping by worklogs, issue columns when grouping by issue, etc. Work attributes can only be displayed when the report is in List view and when the report is grouped by Worklog. When trying to add a column that is not available, a pop-up message will show you what is required for the column to become available.
To add columns and work attributes:
Click the Grid view or List view button at the far-right. The button's label depends on which view is displayed.
Select the columns and work attributes you want to show in your report.
To remove a column or a work attribute from the view, clear the check-box next to its name on the Grid/List view menu.
Below is a list of the various columns you can use to bring additional data into your reports:
Logged Time report | Column | What it does |
|---|---|---|
Columns | Logged | Displays time logged |
Logged/Required | Displays logged time vs. required time | |
Required | Displays estimates of how much time the user is required to log, based on the workload and holiday scheme of the user | |
Billable | Displays billable time logged | |
Planned | Displays time planned | |
List view columns | Remaining | Displays estimated hours that are remaining |
Estimated | Displays estimated hours | |
Account | Displays account associated with time records | |
User | Displays user associated with time records | |
Log delay | Displays the time difference between when you created the time record and the date and time that the time record was logged to | |
Created | Shows when the time record was created |
Planned Time report | Column | What it does |
|---|---|---|
Columns | Planned | Displays time planned |
Planned/Required (R%) | Shows what percentage of time has been planned | |
Required (R) | Displays estimates of how much time is required | |
List view columns | User | Displays user associated with plan |
Planned by | Displays who created the plan | |
Status | Shows the status of the planned issue(s) | |
Reviewed by | Displays who reviewed the plan(s) | |
Requested reviewer | Displays who has been requested to review the plan(s) | |
Status updated | Shows if the status of the plan has been updated |
Setting Date and Time Formats
You can select how dates, time, and duration are shown in your reports. Your preferences are applied immediately and are saved on a per-user basis. This affects how the date is displayed in the Date and Created columns in the List view when grouping by worklog, and in the Report Title field when saving.
The Duration options are not available in Tempo Timesheets versions 9.x.
To change the date, time, and duration format:
Click the Settings button :settings_dc: at the top-right of the report.
Select options as desired.
Viewing Issue Hours
If you have the View issue hours permission for the project but not the required permissions to view other users' worklogs, you can see the total number of hours per issue in the project, but not individual worklogs from other users.
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