User Guide
Filters and Grouping
Filters and Grouping controls are available across Time-Tracking & Reporting's Reports and My Timesheet views, and in the Capacity Report.
Available Filters
| Filter | Description |
|---|---|
| Project | Limit results to one or more Jira projects |
| Users / Groups / Teams | Filter to specific team members, groups, or teams |
| Date Range | From and To date picker |
| Account | Filter by billing account |
| Time Category | Filter by category type (Development, QA, Meetings, etc.) |
There is no Issue Type or Sprint filter in Reports.
How to Apply Filters
- Click Add Filter in the toolbar
- Select a filter dimension
- Choose one or more values
- Click Apply - results reload immediately
- Active filters appear as chips in the filter bar
- Click × on any chip to remove that filter
Grouping Dimensions
Group By lets you nest rows into hierarchical breakdowns, up to 5 fields:
| Dimension | Groups Rows By |
|---|---|
| Project | Jira project |
| Assignee | User who logged time |
| Issue | Jira issue key and title |
| Issue Type | Story, Bug, Task, etc. |
| Priority | Jira priority level |
| Status | Current issue status |
| Reporter | Issue reporter |
| Parent | Parent issue (for sub-tasks) |
| Any Jira custom field | Site-specific fields, listed as "All Jira Fields" |
Sprint is not available as a grouping dimension.
Stacking Group By Levels
Example - Billing breakdown: Account → Project → Issue → (date columns show hours per row)
Example - Team productivity: Assignee → Project → Issue Type
Saving Filter and Grouping Configurations
- Click Save to preserve the current filter + grouping + view mode as a named report
- Saved reports appear in the sidebar for quick access, subject to your team-scoped visibility
- Useful for recurring sprint reports, billing reviews, or standup prep