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Focus of reporting is being able to get an idea on how much time has been spent and how much money should be charged for a project under different criteria in one reporting interface without having to switch between a couple of different reports with different templates or without having to go through a multi-step process. These reports are basically financial reports and work log reports. Reports are the base for accounting.
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JIRA does not allow to log work or edit/delete work logs for issues in status "closed". ictime usually follows this logic, but in the Reporting section, for practical reasons, all operations on work logs are possible regardless of JIRA status. It is a very typical use case that an administrative user has to make corrections on work logs and that issues are already closed, and it would not make sense that the issue has to be reopened just for this reason. |
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Create Reports
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For creating a report, you can combine the following filter criteria:
| Criteria | Description | Remarks |
|---|---|---|
| Project | Project dropdown, you have to select one project or "All projects" (but it is not possible to select multiple projects). | Only projects in ictime project status "active" or "inactive" appear in the list. |
| Date | Enter date from, to. | Leave blank to get all entries, limit the date range by entering "from" and "to" or just enter either "from" or "to" to define start or end of the date range |
| Status | Work log status: non charged, charged, all. | Default is "non charged". |
| Prepare Charging Entries | If you check this, functionality for creating an "invoice" will be available; you can't combine that with choosing the work log status "charged" or "all" (if there are entries already charged in your results). | See Accounting. |
| Component | Component dropdown for selected project (multi-select). | Not available if you have selected "All projects". |
| Version | Fix version dropdown for selected project (multi-select). | Not available if you have selected "All projects". Note that this is "fix for version" (not "affected version"). |
| Team | Team dropdown for selected project (multi-select). | Not available if you have selected "All projects". |
| User | User dropdown for selected project (multi-select). | All users assigned to teams of this project; will be empty if there are no users assigned to teams (e.g. historic data), in this case you can't analyse by users, but can still run the report. If a project has been configured not to use teams/price lists, the dropdown will be filled with all users that have "browse project" permissions in JIRA for the respective project. Same is the case if you have selected "All projects", the list will show all users that have "browse project" permission for at least one of the projects. |
| Activity Type | Activity type dropdown (multi-select). | All activity types. There is no filtering according to the Project Activity Types. |
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This is the default view for the work log details. The list view displays work logs by date/time descending.
| Column | Description | Remarks |
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| Date | Date of the work log. | |
| Project | Project key. | You can click the key to get to the project overview in JIRA. |
| Type | Issue type. | |
| Status | Issue status. | |
| Actions | All operations available in JIRA for the issue of the work log (like in the JIRA Issue Navigator). | |
| Task | Task key and name. | You can click the key to get to the issue directly. |
| Component | Component for this task. | |
| Activity | Activity type for this work log. | "-" is displayed if the project had been configured not to work with activity types or if this is a historic work log from JIRA before you have installed ictime. |
| Description | Description from your work log. | |
| User | User who has created this work log. | |
| Begin | Start time of the work log, if you have logged your time as span/period. | |
| End | End time of the work log, if you have logged your time as span/period. | |
| Result | Time you have entered (time spent or or calculated result from start and end time) | |
| Rounded | Rounded result | if a rounding rule was applicable for the project at the moment you have last saved this work log |
| Charge | Displays if entry should be charged or not (green icon=yes, red icon=no) |
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| Actions | Possible operations for the work log entry. Edit, delete or move work log. See Log Work (Issue Screen) and Move Work Logs. | Options available depending on your rights in JIRA (edit own/all worklog permissions), on the task status in JIRA (no logging of work on closed issues), on the task status in ictime (no changes for work logs already charged). If a work log has been charged already, the $ sign will be displayed. |
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For details, refer to Move Work Logs.
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You can only move work logs if you have the respective permissions in JIRA ("Edit Own Worklogs" or " Edit All Worklogs") and if the work log has not been charged in ictime yet (status "non charged"). |
Export Work Log Details
You can export the work log details via the respective buttons on top/bottom of the list as Excel-compatible file.
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The structured view displays your work logs grouped by project and issue and shows the total time on project and issue level (according to the search criteria of the report).
Fields/columns and operations are the same like for the list view (see above).
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All times are displayed as decimal values rounded to two decimal places, please note that there might be minimal rounding errors! If you have chosen "rounded" as option for your report (and if for this project, a rounding rule had been configured), all times will be displayed according to the rounding rule. If no rounding rule is/was in place, there will be no difference between rounded and exact. |
| Column | Description | Remarks |
|---|---|---|
| Team | Data is grouped by project teams. | If no team is available (e.g. historic data), "--" will be displayed. |
| Pricelist | Within a team, data is grouped by price list/s; name and validity period are displayed. | If no price list is available (e.g. historic data), "--" will be displayed. |
| Activity Type | Within a price list, data is grouped by activity types. | If no activity type is available (e.g. historic data), "--" will be displayed. |
| Charge | This section shows all data of work logs to be charged normally. | |
| Hours | Hours. | Display and calculation are either "rounded" or "exact", depending on your choice in the filter definition (see above). Please note that "exact" also might include some mathematical rounding, as we are converting time data in decimal values here. |
| Price | Price per hour. | |
| Total | Sum. | |
| No Charge | This section shows all data of work logs with the "no charge" flag. | Display and calculation are either "rounded" or "exact", depending on your choice in the filter definition (see above). Please note that "exact" also might include some mathematical rounding, as we are converting time data in decimal values here. |
| Hours | Hours. | |
| Price | Price per hour. | |
| Total | Sum. |
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