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.
Filtering
In Timesheet tracking for Jira®, filtering is the foundation for creating and generating timesheets.
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
After building your filter, click on ‘Save’, so:
Name: You can name your filter in this field (required).
Description: You can give a description to the filter that you want to save in this field.
Load filter
Click on ‘Load filter' to display all your addon filters that you’ve already saved and select the wanted one to reuse it.
Edit: You have the possibility to edit the name and the description of your saved filters.
Delete: You can clear the saved filters if you don’t use them again.
Group-by select: This field allows you to list worklogs grouped by assignee, epic, issue type…etc
After building your filter, click on the ‘Generate timesheet’ button to generate the timesheet table under the form of projects concerning each user, issue, worklog.
Display preferences:
Show or hide JQL: Toggle visibility of the JQL bar (placed below the filter).
Show or hide charts: Toggle visibility of the charts.
Display by days or hours: Depending on your need, you can convert to days or purely hours the data shown in the tables.
JQL search
Tab button: Toggle by clicking on the JQL button.
JQL text area bar: You can manually type your JQL commend in the text area and click on ‘Search’ to generate the timesheet.
Timesheet (Data table)
Simple Timesheet table: The table timesheet allows you to generate the projects for users worklogs, however, options are available (switch to only worklogs), generate a pie chart and the issue details.
The table is generated within seconds.
Please wait the loader until the end.
Table actions: Use the options above the table to choose which data layout to display ( Default, Issues, Advanced and group by Epic, Issue Type, Labels, Priority…etc).
Advanced
To be more accurate in tracking time, with ‘Advanced’, you simply choose, save or load your addon filters and generate your advanced timesheet within.
Group by: You can list worklogs depending on authors, issues, work description…etc. Drag & drop easily and quickly from the header of the table or from columns section.
Advanced Table Timesheet: You can generate your finished advanced timesheet table. The main feature of advanced is that you can pivot and group by every Jira issue fields (Issue resolution, Issue priority, sprint…etc) and you can build your table by activating/deactivating columns.
Group By
Sort your worklogs using ‘Group By’ functionality (Drag & drop items).
Drag & Drop: Move tasks from the header of the table by dragging & dropping them into the 'Filter tool bar' to build your detailed timesheet table.
You can drag & drop items easily from the columns section to create your timesheet table.
Search input: You can search directly in the column part to order/reorder rapidly your table.
Checkbox: You can also choose as many categories as you want, the table will automaticly sync progressively.
Columns: You can select your desired Jira fields to add to the table.
Save State: Allow you to keep/save the state of the grid even if the page is refreshed (groups sort, filter and visibility). You will need to back-up the filter before, to use 'Save State'.
The ‘Group By’ option allows you to display the wanted Jira Issue on your Advanced Table Timesheet.
Advanced table TimeSheet
With the following table, you will have the possibility to benefit from numerous features.
Menu: If you click on the menu icon, you will be able to:
Pin column: Allows you to sort the column on the Left/Right side of the timesheet table.
Autosize: Allows you to autosize one/all column(s).
Filter: In every column, you can filter by typing directly in the search input or you can just check the item wanted.
You can select a part of the table that will allow you to:
Copy/Paste: Allows you to copy/paste with Headers/Group Headers
Chart Range: Allows you to generate the charts of the selected part of the table. You can choose the type of the chart (Column, Bar, Pie, Line…etc)
Export: You can export the selected details under CSV or Excel formats.
Charts
After generating your finished advanced timesheet table, ‘Advanced’ gives you also a very complete graphs with many features.
You can select how the data appears in your graphs (By issues, by assignee, …) and you can choose the display as column chart, bar chart, pie chart, line chart, etc.… with colors and data set up to render decent looking charts that you can download.
Chart configuration
Download Chart
Time spent per User
When you click on ‘Chart configuration’, you will be able to :
Data: Choose the categories you want to display based on time spent by (Author, Issue, Project etc…)
Settings : Choose how to view the charts by selecting the types of graphics (column, bar, pie, line etc... ).
For the advanced Timesheet, charts won’t be active if you group by fields.
Export
Export: The details of the table can be exported into CSV file just by clicking on the 'Export' button.
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