/
Table reports

Table reports

Owned by debbiche senda (Unlicensed)
Last updated: Dec 26, 2024 by Wissal Ouerghi
4 min read

The Table Report is a feature in the Timesheet plugin that allows users to generate and analyze worklogs through customizable filtering options.

image-20241226-115256.png

 

Main Sections of the Table Report Interface

  1. Custom Filters Panel (Left Side):

    • Search Bar:

      • Located at the top of the panel, this allows you to search for previously saved custom filter by name.

      • After configuring the filters:

        • Click Save to store your settings.

        • Name the filter for easy identification.

    • Recent Custom Reports:

      • Below the search bar, you will see a list of your recently saved custom filters. Clicking on a filter will instantly apply it to the Table Report.

  2. Search Worklogs Toolbar (Top Center):

    • This section provides the primary filtering tools for generating reports. Below is a breakdown of the options:

      • Projects: Filter worklogs by selecting one or multiple Jira projects.

      • Groups: Narrow down the results by selecting specific user groups.

      • Users: Choose individual users or select "All" to include everyone.

      • Filters: Apply advanced filters for additional customization (e.g., tags, labels).

      • Date By: Define the time period for the report. For example, the default setting here is "Number Weeks" with the value -1, which retrieves data from the last week.

      • Display By: Select how you want the time to be displayed, such as in Hours or Days.

      • Advanced: Access additional options for deeper customization.

    • Generate Button:

      • Once the filters are configured, click this button to execute the search and generate the report.

image-20241226-120037.png

"Table Report" Views

1. Default View

The Default View is the initial report generated after applying filters. It provides a high-level summary of worklogs.

Features:

  • Visualization:

    • A Bar Chart at the bottom shows the total logged time by user and project, providing a quick comparison.

Usage:

  • Use this view to get an overall picture of time logged by each team member for specific projects.

  • Click on the Export button to download the report in CSV or Excel format for further analysis.

image-20241226-122437.png

2. Issues View

The Issues View provides detailed worklog data grouped by individual Jira issues, offering greater granularity.

Features:

  • Columns:

    • The user has the flexibility to customize the columns, adding, removing, or reordering them to suit their specific needs

  • Visualization:

    • A Stacked Bar Chart summarizes logged time, deviations, and remaining estimates for issues.

Usage:

  • Best for tracking specific tasks or issues, monitoring their progress, and comparing planned vs. actual work hours.

  • Click on the Export button to download the report in CSV or Excel format for further analysis.

image-20241226-123120.png

3. Advanced View

The Advanced View is designed for in-depth analysis, providing the most granular details about worklogs.

Features:

  • Columns:

    • The user has the flexibility to customize the columns, adding, removing, or reordering them to suit their specific needs

Usage:

  • Ideal for auditing worklogs or generating detailed reports for management reviews.

  • Click on the Export button to download the report in CSV or Excel format for further analysis.

image-20241226-123505.png

 

4. Group By Feature

The Group By functionality allows you to reorganize data in any view based on specific fields.

Available Grouping Options:

  • Project: Groups data by project for high-level analysis.

  • Issue Type: Useful for categorizing worklogs based on task type.

  • Status: Organizes data by the workflow status of issues.

  • Priority: Groups worklogs by issue priority.

  • Assignee: Shows worklogs grouped by team members responsible for tasks.

  • Reporter: Groups worklogs based on the user who reported the issue.

  • Affects Version: Categorizes worklogs by the version(s) affected by the issue.

  • Fix Version: Groups data by the version where the issue is expected to be resolved.

  • Component: Allows grouping based on project components.

  • Labels: Organizes data by custom labels assigned to issues.

  • Epic: Groups worklogs under the associated Epic, offering a higher-level view of related tasks.

Visualization:

  • The selected grouping is applied dynamically to both the table and the corresponding chart, providing clear insights based on the chosen field.

Usage:

  • Select a grouping option from the Group By dropdown menu to reorganize the data instantly.

  • Combine grouping with filters to create focused, actionable reports tailored to your needs.

  • Click on the Export button to download the report in CSV or Excel format for further analysis.

image-20241226-124326.png

 

Related content