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:
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| 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 available | 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 (see below).
| 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 Logs
These are the options for the work log details (see below).
| 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) |
Report
The report consits of the (financial) summary and the work log deatils (optional).
Work Log Details
If you have checked the respective option, the work log details list will be displayed.
List View
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| Column | Description | Remarks |
|---|---|---|
| Date | Date of the work log. | |
| Project | Project key. | You can click the key to get to the project directly. |
| Type | Issue type. | |
| Status | Issue status. | |
| Priority | Issue priority. | |
| Task | Task Key and name. | You can click the key to get to the issue directly. |
| Operations | All operations available in JIRA for the issue of the work log (like in the JIRA Issue Navigator). | |
| 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 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 (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=yes, red=no) |
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| Actions | Posiible operation for the work log entry. Edit or delete work log. See Log Work. | 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). |
The list shows 15 entries per page and has a following page navigation.
You can hide/display the report work log details bei clicking on the arrow on the left of the headline.
Edit Time Entries
You can edit or delete time entries appearing in your report result list. Click on the respective icons:
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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. Apart from the work log details, your export will contain your accounting references, if applicable (see Accounting References).
Report Summary
The (financial) summary will always be generated.
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Export Summary
You can export the summary via the respective buttons on top/bottom of the summary as Excel-compatible file. Apart from the summary data, your export will contain your accounting references, if applicable (see Accounting References).
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Accounting
If you have checked the checkbox "prepare charging", the option to charge all work log entries of the report ("create invoice") will be available. For further details, please refer to Accounting.
You can hide/display the report summary bei clicking on the arrow on the left of the headline.