General Report
The General Report is designed to provide users with a high-level overview of time management metrics. It offers a clear and concise snapshot of team worklogs, resource utilization, and enabling users to quickly assess how time is being allocated. By integrating key insights from both scheduled and logged time data, this report consolidates critical information across team members, projects, or tasks into a single, easy-to-read dashboard.
Step 1: Set filters
At the initial step, you'll need to set the filters for the report. These include:
Projects – Select one or more projects to include in the report.
Members or Teams – Choose the individuals or teams whose data you want to track.
Time Range – Set the period for the report. You can choose from two options depending on your needs: Dynamic Range and Fixed Range
Dynamic Range: Select a relative date range (e.g., This week, Last 30 days). The time range and the data updates automatically based on the current date.
Fixed Range: Select a custom date range. The start date and end date will be fixed.
Chart: - Enable the chart to be shown
Step 2: Chart Customization Options
On the chart, you can customize your view by :
Approved / Pending / Rejected Timelogs - Show time logs based on filtered status
Capacity vs Scheduled - Show capacity and scheduled time bars
Scheduled vs Logged - Show scheduled and logged time bars
Days/ Weeks / Months: Group the data by days, weeks, or months within the selected time range
Step 3: Analyze data in the report view
Flat View:
Flat view provides you with detailed statistics reports for Members, Projects, Tasks, or Time Off
Members:
Display reports for specific team members based on their capacity hours, scheduled time, logged time, and overtime/undertime insights.
Projects & Tasks
Show reports for each project/task, detailing the total time scheduled, time logged, and the variance between scheduled and logged hours.
Time off:
Capture and track the time off / leaves of team members within a specified time range.
Hierarchy View:
This view allows you to gain deeper insights into all scheduled and logged time by customizing your report structure with the feature Group By Jira and TeamBoard fields.
In the GENERAL REPORT, the hierarchy view displays time spent by default. To view scheduled hours, simply enable the "Scheduled Time" option. This allows you to compare logged time against scheduled time for better insight.
Step 4: Save the report
After setting the filters, you will need to save the report. Follow these steps below to complete the process.
Click the Save button
at the top-right corner of the page.
In the Save report popup:
Name your report (Required).
Add a description to help explain the purpose or content of the report (Optional).
When saving a report, you can choose to keep it Private or make it Public:
Private Report:
- Private (toggle ON): Only the members you share the report with can view it. However, only the report owner can edit or delete it.
- Under Share with, select the members you want to give view-only access to.
Public Report:
- Private (toggle OFF) The report is visible to all users in the workspace. However, only the report owner can edit or delete it.
Click the Save button
to confirm.
Step 5: Export Report
To export the report, simply click on the icon to export it into an Excel file.
