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The General Report gives you a high-level view of team capacity, scheduled work, logged time, overtime, undertime, and time off in one place.
Use it to compare planned work against actual time spent and understand how team time is allocated across members, projects, tasks, events, and time off.
Use this report when you need a combined view of scheduled time and logged time, rather than reviewing each metric in separate reports.
Create a general report
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From the Reports screen, select the General report type.
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Enter the report details:
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Name: Enter a report name. The maximum length is 255 characters.
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Access: Choose whether the report is Public or Private.
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Click Save to create the report and open the report details screen.
Set report filters
Use filters to define which scheduled time data appears in the report.
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Filter |
Description |
|---|---|
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Spaces |
Select one or more spaces to include in the report. |
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Members or Teams |
Choose the individual members or teams whose scheduled time you want to analyze. |
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Time Range |
Define the reporting period. Use Dynamic Range for rolling periods, such as This Week or Last 30 Days. Use Fixed Range to select a specific start and end date. |
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Filters |
Filter the report by additional fields, such as role, skill, sprint, work type, status, or priority. |
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Show chart |
Turn this on to display a chart above the table report. |
Report overview
The overview summarizes key time metrics for the selected filters and date range.
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Metric |
Description |
|---|---|
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Capacity |
Total available working hours for the selected members or teams. |
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Scheduled |
Total planned hours assigned through scheduled work. |
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Logged |
Total hours recorded as actual work performed. |
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Overtime |
Sum of each day’s hours that exceed that day’s capacity. A reporting period can include both overtime and undertime. |
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Undertime |
Sum of each day’s remaining capacity when logged hours are below that day’s capacity. |
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Net |
Capacity minus logged time for the full period. A positive net means hours are still available; a negative net means logged time exceeded capacity. |
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Time off |
Total time off recorded within the selected date range. |
Report chart
The report chart compares Capacity, Scheduled, and Logged hours, with overtime shown where work exceeds available capacity.
You can switch the chart time scale between Day, Week, and Month to review trends at different levels of detail.
To hide the chart, turn off the Show chart toggle in the report filter settings.
Table report
The table report can be viewed in either Flat view or Hierarchy view.
Flat view
Flat view shows detailed time statistics for each selected data type.
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Data type |
What you can review |
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Members |
Capacity, scheduled time, logged time, overtime, undertime, and time off for each team member. |
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Spaces or Tasks |
Scheduled time, logged time, and the variance between planned and actual time for each project or task. |
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Events or Custom tasks |
Events, custom tasks, and their logged time. |
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Time off |
Leave and absences for team members within the selected date range. |
Hierarchy view
Hierarchy view lets you group report data by Member, Space, and Task. Use this view to analyze scheduled and logged time at different levels of detail.
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Click the down arrow next to a group to expand it and view its nested data.
Arrange the hierarchy structure
The grouping order controls the hierarchy of the table. The leftmost group has the highest hierarchy level, and the rightmost group has the lowest hierarchy level.
Use the navigation buttons on each group to change its position:
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Increase hierarchy: Click the < icon to move the group left.
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Decrease hierarchy: Click the > icon to move the group right.
Add or remove a grouping aspect
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To remove a grouping aspect, click the X icon on that aspect.
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To add a grouping aspect, click Add grouping, then select an option from the dropdown.
If all available groups are already added, the Add grouping button is hidden.
Share your report
Private reports can be shared with specific members or teams.
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Open the report and click Share in the upper-right corner.
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Search for the members or teams you want to share the report with.
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Add the selected members or teams.
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Click Save.
To remove access, open the Share screen and click the Trash icon next to the member or team.
Only Private reports can be shared with selected members or teams.
Save report changes
After editing the report, click Save changes to keep your updates.