User Guide
Timesheet and Reporting
Reports (this section was previously labeled "Timesheet and Reporting") shows time logged by the entire team with full filtering, grouping, charting, and export capabilities.
Opening Reports
Time-Tracking & Reporting → Reports → Create New Report (or open a saved report from the sidebar)
Report Components
| Component | Description |
|---|---|
| Report Source | Custom Filters, a Jira Saved Filter, or a raw JQL Search |
| Report Name | Click the title to rename; saves automatically |
| Add Filter | Project, Users/Groups/Teams, Account, Time Category - no Issue Type or Sprint filter |
| Group By | Up to 5 fields for nested reports |
| View Mode | Overview or Days - Weeks/Months were removed after a bucketing bug |
| Log Time | Quick-log button - add worklogs without leaving the report |
| Chart Section | Bar or pie chart of logged time |
| Export | PDF or Excel - CSV export was removed |
Creating a Report
- Click Create New Report
- Choose a report source: Custom Filters, a Jira Saved Filter, or JQL Search
- For Custom Filters: select Project and Date Range (required); optionally add Users/Groups/Teams, Account, Time Category
- Set Group By to define row hierarchy (up to 5 fields)
- Choose View Mode (Overview or Days)
- Click Apply
- Click Save → enter a report name → Confirm
Group By Combinations
| Goal | Group By |
|---|---|
| Team overview | Assignee → Project |
| Issue-level breakdown | Project → Issue |
| Billing report | Account → Assignee → Issue |
Chart Section
- Toggle chart on/off with the chart icon in the toolbar
- Bar chart - compares total hours per group side-by-side
- Pie chart - shows percentage share of total hours per group
Exporting
Export options are PDF (formatted report with header, filters summary, grouped table, and chart) and Excel. CSV export is no longer available.
Access and Saving Reports
- Viewing a report requires the
team.view_worklogspermission; creating, saving, or deleting one requiresteam.manage_worklogs - Which saved reports you can see is team-scoped, unless you hold a global view-worklogs role
- Reports save filters, grouping, and view mode - not the data snapshot; opening a saved report re-runs the query against current Jira data