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Version 2.1 |
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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Create Reports
Filters and Additional Options
For creating a report, you can combine the following filter criteria:
| Criteria | Description | Remarks | ||
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| 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. | ||
| Issue | Option to search for and select a single issue (JIRA issue picker). Only works when checkbox checked (you have to decide whether you want to search for a single issue or a project). | When chosing an issue, all project related data for the issue this project belonags to will automatically be available.
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| Date from | Enter date from. | Leave (both) 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 | ||
| Date to | Enter date to. | Leave (both) 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. | ||
| Show Work Logs | If "Work Logs" is checked (= default setting), the report shows all work logs and not only a (financial) summary. | |||
| Summary | All reports automatically include the (financial) summary. There is one option for this summary: Rounded, Exact; Apply rounding rule/s or display exact results, if applicable. | default: rounded; see Rounding Rules | ||
| 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. |
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The project dropdown is not filtered according to JIRA browse project permissions or project-team membership of the current user. We assume that the ictime permission to use the reporting interface includes the permission to see all projects in ictime, regardless of JIRA configuration or team memebership. However, you might be restricted regarding what you see and what you can do in the work log details list if you are running a report for a project where you do not have browse project permissions or are not team member. |
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As general behaviour in this filter/search mask, if you don't select entries from a dropdown (multi-selectbox), this is considered as having selected "all". |
Display Options
If "Work Logs" is checked (= default setting), the report shows all work logs and not only a (financial) summary.
All reports automatically include the (financial) summary. There are two options for this summary:
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Report
The report consists of the (financial) summary and the work log details (optional).
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Structured View
The structured view displays your groups 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 by issue and project (for the chosen search criteria).
In case of multiple projects, you get a list of projects first (for the chosen search criteria). Click on a project to see the issues (for the chosen search criteria):
If your project list just contains one project, it will automatically show all issues. Clicking on an issue, you will see all work logs for this issue (within your search criteria, of course):
Fields and actions are basically the same like for the list view (see table above).
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This view can't be exported and can't be used as base for excluding work logs from invoices in case of preparing an invoice. This functionality is only available in list view. |
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If you have selected "not charged" as work log status and have checked the checkbox "Prepare Charging Entries" (see above), the option to charge all work log entries of your report ("creating an invoice") will be available.
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