Focus of the ictime 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, allthough you might extract other relevant information from the results. Reports are the base for accounting.
Create Reports
Filters
For creating a report, you can combine the following filter criteria for data selection:
SS XXX
| Criteria | Description | Remarks |
|---|---|---|
| Project | project dropdown | only projects in ictime project status "active" or "inactive" appear in the list, you have to select one project |
| 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 added to the report result lists | see Accounting. |
| Component | component dropdown for selected project (multi-select) | not available if more than one project has been selected |
| Version | version dropdown for selected project (multi-select) | not available if more than one project has been selected |
| Team | team dropdown for selected project (multi-select) | not available if more than one project has been selected |
| 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 |
| Activity Type | activity type dropdown (multi-select) | all activity types |
The project dropdown is not filtered according to JIRA browse project permissions for 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. 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.
As general behaviour, if you don't select entries from a dropdown, this is considered as having selected "all".
Display Options
Display options define what and howresults are displayed in the report.
Summary
These are the options for the financial summary.
| Option | Description | Remarks |
|---|---|---|
| Rounding | apply rounding rule/s or display exact results, if applicable | default: rounded |
| View | display; currently, only team view is available (others views in preparation) |
Work Log
These are the options for the work log details.
| Option | Description | Remarks |
|---|---|---|
| Show | if results include list of work log deatils | default: yes |
| View | display; currently, only list view is available (hierarchy view in preparation) |
Result List
Work Log Details
Summary
Edit Time Entries
You can edit or delete time entries appearing in your report result list. Click on the respective icons:
SS XXX
Export Reports
Accounting
If you have checked the checkbox "prepare charging", accounting functionality will be available ("charge" button and option to de-select time entries). For further details, please refer to Accounting.