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Quick overview
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With Timesheet Tracking for Jira, you can easily generate customized reports, apply your favorite filters, and get the right data. Here's how you can do it:
Main filter: To generate a timesheet, simply use the main filter, which includes Projects, Groups, Users, and more, and then click on 'Generate Timesheet'. This allows you to quickly filter and view the relevant data that you need.
Table actions :This feature enables you to select how the data appears in the data table, whether by default, by issues, or in advanced mode. You can also use the 'Group By' option to group various columns previously selected in the display preferences & actions, such as default, issues, advanced, and group by epic, sprint, and more. For advanced timesheet generation, simply select the 'Advanced' option, choose your worklog author, set the desired date range, and generate your customized report.
Table timesheet : With just one click, you can use the options that appear to choose the desired layout/display, such as showing/hiding JQL, charts, and more. This allows you to quickly view and analyze your team's productivity data in various formats.
Data table: By using the simple filtering option, you can generate a data table and quickly view your team members' worklogs or project duration. This makes it easy to track your team's progress and identify areas for improvement.
Inverse Axes: You can also select the 'Inverse Axes' option to view the data in a new perspective. This will switch the X and Y axes, allowing you to view the data by a different set of parameters. For example, you can view the projects the X-axis and user on the Y-axis.
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Filtering
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In Timesheet tracking for Jira®, filtering is the foundation for creating and generating timesheets.
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You can add and combine various types of layers such as 'Projects', 'Users', 'Range', and more to generate your timesheet.
Project selection: By default, all projects in your Jira instance will be included, but you can select one or more specific projects using the semi-automatic search to accelerate your selection process.
Group selection: By default, all groups are selected, but you can customize this field to automatically update the 'User' field depending on the groups you select.
User selection: To add or exclude users from your timesheet, use this field. You can select one or more users, or clear the selection entirely. The semi-automatic search feature helps you find your target quickly.
Filter selection (Jira): If you want to list worklogs based on a previously saved filter on your Jira instance, simply click on 'Filters' and select the filter you want.
Date-by input: You can generate timesheets for specific date ranges such as weeks starting from today,otherwise, you can define a custom date range. There are no limits on the date range you can select!
Save & load addon filters: You can save addon filters that you have already customized, and reuse them as many times as you want. You can also load previously saved filters and add them to your favorites.
Save filter
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Once you have built your filter, click on the 'Save' button to save it. You will be prompted to provide the following details:
Name: Enter a name for your filter in this required field. This name will help you identify the filter later when you want to use it again.
Description: You can add a description of the filter in this field. This optional information can be useful to remind you of the filter's purpose or criteria.
Load filter
To reuse a previously saved filter, click on ‘Load filter’ to display a list of all your saved addon filters. Then, select the desired filter to load.
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Edit: You can edit the name and description of your saved filters at any time. To do so, simply click on the filter you want to edit and update the fields as desired.
Delete: To remove a saved filter from your list, select it and click on the ‘Delete’ button. This action will permanently remove the filter from your list of saved filters.
Group by
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Group-by select: This field allows you to group worklogs by assignee, epic, issue type, and more.
Once you have built your filter and selected any desired group-by options, simply click on the ‘Generate timesheet’ button to create a timesheet table that shows project information for each user, issue, and worklog.
Display
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Display preferences: Customize the display of your timesheet with these options:
Show or hide JQL: Toggle visibility of the JQL bar (placed below the filter) that allows you to add extra search criteria to your timesheet.
Show or hide charts: Toggle visibility of the charts to visualize data in a graphical way.
Display by days or hours: Choose whether to display data by days or hours, depending on your preference. This will convert the data shown in the tables to your selected unit of time.
JQL search
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JQL button: Click this button to toggle the JQL bar.
JQL text area bar: Manually enter your JQL command in the text area, then click on ‘Search’ to generate the timesheet based on your specified criteria.
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Simple Timesheet table: The timesheet table enables you to generate a comprehensive view of projects for user worklogs. Additionally, you have the option to switch to only worklogs, generate a pie chart, and view issue details.
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The table is generated within seconds.
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Advanced
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For more precise time tracking, the 'Advanced' feature allows you to choose, save, or load addon filters to generate an advanced timesheet with more options and information.
With just a few clicks, you can create a detailed report of your team's worklogs, and even compare different projects or users. The advanced timesheet is generated quickly, so you can review and analyze your data in no time.
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Group by: Easily group worklogs by authors, issues, work descriptions, and more by simply dragging and dropping from the table header or column section.
Advanced Table TimesheetView: With the advanced feature, you can generate a finished advanced timesheet table. The primary advantage of advanced is that you can pivot and group by any Jira issue fields, such as issue resolution, issue priority, sprint, etc., and you can customize your table by activating/deactivating columns as desired.
Group By
Organize your worklogs with the 'Group By' function by dragging and dropping items.
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Drag & Drop: Simply select a task from the table header and drag it to the 'Filter Tool Bar' to create a detailed timesheet table.
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columns
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Search input: You can search directly in the column part to order/reorder rapidly your table.
Checkbox: Additionally, you can select as many categories as you want using the checkboxes, and the table will automatically sync as you make your selections.
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Columns: Select the Jira fields you want to add to the table by ticking the checkboxes.
Save State: Use this feature to save the state of the grid even if the page is refreshed, including group sort, filter, and visibility. Note that you will need to back up the filter before using 'Save State'.
The ‘Group By’ option lets you group your worklogs by a specific Jira issue and display it on your Advanced Table Timesheet.
Advanced table TimeSheet
This table provides you with a range of advanced features to enhance your timesheet experience.
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Menu: Click on the menu icon to access additional options
Pin column: This feature enables you to fix a column to either the left or right-hand side of the timesheet table for easier viewing and analysis.
Autosize: This feature allows you to automatically adjust the width of one or all columns in the timesheet table to fit the content.
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Filter: You can filter each column by typing directly into the search input, or you can select the desired item from the drop-down list.
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Charts
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After generating your advanced timesheet table, ‘Advanced’ offers a comprehensive set of graphs with numerous features.
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Settings : Choose how to view the charts by selecting the types of graphics (column, bar, pie, line etc... ).
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For the advanced Timesheet, charts won’t be active if you group by fields. |
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Export: The details of the table can be exported into CSV file just by clicking on the 'Export' button.