This documentation describes all functionality of an older version of ictime (3.x) for administrators and users. For documentation of the current version, please refer to the latest version of our documentation. For all versions of the documentation, please refer to Documentation History.
Create Reports
- Smadoa GmbH
In ictime, you can combine different criteria from JIRA and ictime 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.
Create Reports
Go to
ictime - Reporting
and configure your search crieria.
Search Mask
For creating a report, you can combine the following criteria:
The following options can be combined:
| Criteria | Description | Remarks |
|---|---|---|
| Projects | Project picker, you can select one project, multiple projects or "All". Default is "All" | Only projects in ictime project status "active" or "inactive" appear in the list. Depending on your permissions, you see all projects or only projects where you currently have JIRA "browse project" permissions. |
| Issue | Option to search for and select a single issue (JIRA issue picker). | When you have selected an issue, ictime automatically updates the "Projects" picker and loads all project related data for the issue (i.e. all project-related pickers will automatically update). The issue picker is a JIRA issue picker and shows JIRA default behaviour, i.e. the issues available will be limited by the JIRA project permissions of the current user (this is not the same behaviour like for the "Projects" dropdown, here we offer all projects, regardless of individual user project permissions). |
| (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 |
| Component | Component picker for selected project (multi-select). | Not available if you have selected "All" or multiple projects in the "Projects" picker. |
| Versions | Fix version picker for selected project (multi-select). | Not available if you have selected "All" or multiple projects in the "Projects" picker. Note that this is "fix for version" (not "affected version"). |
| Teams | Team picker for selected project (multi-select). | Not available if you have selected "All" or multiple projects in the "Projects" picker. Picking a team will consider all work logs created by users who are or were members of that team. If a user has left a team in the meanwhile, his/her work logs will still be displayed when choosing the team. |
| Users | User picker for selected project or all projects (multi-select). | The picker offers all users that have "browse project" permissions in JIRA for the respective project/s and are active in JIRA. A user who no longer has JIRA "browse project" permissions for a project or is inactive in JIRA won't appear in the picker. However, if "All" is selected, all users who have created work logs will be considered, their JIRA status and permissions do not matter. |
| Activity Types | Activity type picker (multi-select). | All activity types you have configured in ictime. Project Activity Types are not considered. |
| Issue Status | JIRA issue status picker (multi-select). | All issue status available in your JIRA installation. |
| Work Log Status | Picker for work log status: non charged, charged. | Default is "non charged". |
| Approval Status | Picker for work log approval status (approved, not approved). | Default is "All". |
| 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 work logs already charged in your results) and with selecting more than one project. | See Accounting. This option is only displayed if current user has accounting permissions (see ictime Permissions). |
If you have reporting permissions in ictime, the "Projects" dropdown is not filtered according to JIRA browse project permissions or project-team membership of the current user. The ictime permission to use the reporting interface includes the permission to see all projects in ictime, regardless of JIRA configuration or team membership. However, you might be restricted regarding what you see and what you can do on a specific work log if you are running a report for a project where you do not have browse project permissions or are not team member.
All pickers provide the functionality known from JIRA pickers in the issue navigator, including a search field with suggestion list
However, there is no instant update of the results, but you have to click "Create Report" to apply your changes.
As general behaviour in this filter/search mask, if you don't select entries from a picker, this is considered as having selected "All".
Restrictions for Approval Managers
Approval managers do not receive their permission to use the reporting screen via ictime permission configuration (see ictime Permissions), but automatically when being assigned as approval manager for a project (see Project Approval Managers).
When assigning users as approval managers for a project, you can choose to grant them full reporting permissions. In this case, they can use reporting without restrictions - like users who received this permissions via the normal ictime permission configuration.
However, as a default, an approval manager can only use reporting with a limited set of functionality. This limited set of permissions includes
- selecting those projects where the user is approval manager
- approve work logs.