To generate Worklog time reports on a global level, you can use the Worklog reports tool.
Important: Users will be able to run worklog reports only for cards that are located on boards, where the user's board role includes the 'Log Time' permission.
Account Owners will be able to pull information for logged time for cards from all boards.
Workspace Managers will be able to pull information for logged time for cards from boards, on which they are added as a Workspace Manager.
To run a Worklog Report -> look at the top bar and select the Report Icon.
There are two types of reports you can create:
- > "Worklog entries" report (1)
- > "Worklog per item" report (2)
The results you get are available for export in CSV format. Each exported file matches the original one as displayed in the reporting tool.
(1) How to generate a "Worklog entries" Report?
This report can display the total logged time for each registered user in your account.
Select the Worklog period you want to run the report for, from the left side menu.
Important: the Worklog Period is a mandatory field!
Note: You can change the default “is” operator for the Worklog period by clicking on the small down-facing arrow, and choosing one of the other available operators, e.g. before, after, is between.
Once done, select the users you want to run the report for. When ready, click on the magnifying glass to get the results in a table format.
The “Refine search criteria” menu allows you to narrow down your search by applying one or more filters and get results for a specific board, column, user, etc...
Important: if you want to modify the report’s structure and the way information is displayed, you can do so from the “Configure Results” button in the top right corner of the window.
Note: There are 4 mandatory fields (cannot be removed) in this type of report: Logged time, User, Date, Comment, Card ID, and Title.
When you configure your desired report you can either export it or save it.
(2) How to generate a "Worklog by item" report?
The "Worklog by item" report displays all work items in the system for which users have logged time.
Select the Worklog period you want to run the report for, from the left menu.
Note: You can change the default “is” operator for the Worklog period by clicking on the small down-facing arrow, and choosing one of the other available operators, e.g. before, after, is between.
Once done, select the characteristics of the work items you want to run this report for. Use the “Refine search criteria” menu to narrow down your search by applying one or more filters and get results for a specific board, column, user, etc...
When ready, click the magnifying glass to get the results in a table format.
Important: if you want to specify the report’s structure and the way information is displayed, you can do so from the “Configure Results” button in the top right corner of the window.
Note: There are 4 mandatory fields (cannot be removed) in this type of report: Card ID, Title, Logged time, and Cumulative logged time.
When you configure your desired report you can either export it or save it.
(3) How to Save a report?
When you click on “Save” in the bottom left corner after configuring your report, the following window will appear.
(1) Name - give a name to your report (this field is mandatory)
(2) Description - add a description to the report if relevant.
If you don’t want to share this report with anyone, you can stop here.
But if you want to share this report with other people or if you want to use these reports with Power BI you will have to check the “Share this report as public” (3) option.
(4) Password - you can protect the public report with a password. Password is entered upon creation and can be changed only by the report's author
Once you save your report, you will be able to access the (5) Public Link, which you can use to share the report as well as the (6) Power BI query.
(4) How to Load a report?
When you click on “Load” in the bottom left corner, it opens up the list of saved reports. After selecting the desired report, it will open up and load into the search. You will be able to modify it and save the modified report if needed.
(5) Pivot reporting tool
When you open up the pivot reporting tool, you will see the following window:
(1) Configure results menu
This menu lets you select the information you want to show in the report you would be building. You can choose all the parameters you want to be displayed in the table.
Display Mode
There are 3 report display modes: Table, Tree, and Chart.
In the Table mode, information is displayed as a pivot table.
In the Tree mode, information is displayed as a pivot table.
In the Chart mode, information is displayed in the form of diagrams.
(3)Configure Pivot
This menu opens up the Pivot Configuration Menu, where you will find all the different configurations for the Pivot view:
For the Table and Tree Modes:
In the Rows/Columns/Filters Settings, you can:
- add new rows/columns/filters with the "Add row"/”Add column”/”Add Filter” button
- remove rows/columns/filters using the delete icon opposite the selector
- change the order of rows/columns/filters by drag and drop.
In the Values Settings, you can:
- add new values with the "Add Value” button
- remove values using the delete icon opposite the selector
- change the order of values by drag and drop.
- set the value’s operator for the data, which will be displayed in the cell of the value column from the drop-down list.
- set functions that will be applied to all data in the value column of the table by selecting the desired one from the drop-down list.
In the Table Settings, you can:
- highlight the minimum values of the rows using the "Min X" selector
- highlight the maximum values of the rows using the "Max X" selector
- highlight the minimum values of the column using the "Min Y" selector
- highlight the maximum values of the column using the "MaxY" selector
- manage the table footer
- manage column(s) with totals for each value
For the Chart View:
In the Values Settings, you can:
- add new values with the "Add Value” button
- remove values using the delete icon opposite the selector
- change the order of values by drag and drop.
- set the value’s operator for the data, which will be displayed in the cell of the value colum from the drop-down list.
- set functions that will be applied to all data in the value column of the table by selecting the desired one from the drop-down list.
- set color for each of the values
In the Group By settings, you can select one of the parameters by which the data can be grouped from the dropdown.
In the Filters Settings, you can:
- add new filters with the ”Add Filter” button
- remove filters using the delete icon opposite the selector
- change the order of filters by drag and drop.
In the Chart Settings, you can:
- set the chart type from the following: bar, line, radar, area, spline, spline area, pie, and donut.
- add axis titles.
- choose a scale color.