Reports

Welcome to the Report page — your central hub for generating powerful reports that offer clear insights into resource allocation, resource time tracking, and capacity utilization.

The Report feature in TeamBoard TimePlanner enables users to track and analyze key metrics, including capacity, scheduled hours, logged time, and overtime/undertime, while highlighting variances between planned and actual time spent by team members across multiple projects.

Each report template is crafted to deliver unique insights, allowing you to choose the one that best aligns with your objectives. Use the flexible filtering options by date range, project, or team member, combined with grouping features, to tailor the detailed structure of your reports by using Jira or TeamBoard fields.

This guide will show you how to use the Report feature effectively to gain insights into resource utilization, review progress, support analysis, or share reports with stakeholders.

Let's dive into:

• Report Overview

• Creating Reports

• Structuring Report

• Editing & Deleting Reports

• Sharing Reports

Report Types

Below is an overview of the available templates and the insights they provide:

• General Report: It offers a high-level overview of time management metrics, combining key insights from both scheduled and logged time data across team members, projects, or tasks. It serves as a consolidated dashboard for managers to quickly assess team performance, resource utilization, and overall project progress without diving into granular details

• Scheduled Time Report – See how planned time for tasks and events is allocated across team members or resources over a specific period. It helps managers visualize and manage tasks planned in a detailed structure with flexible grouping features.

• Logged Time Report – Get a detailed view of time logged by users on tasks, events, and custom tasks. It enables managers to track the productivity of team members, analyze time allocation on each task.

Report List View

This page displays a complete list of saved reports created by Jira users in your instance. Once a report is created and saved, it will automatically appear here, allowing you to quickly access and revisit reports with your previously saved configurations.

To help you easily locate a specific report, you can:

1. Search by Report Name – Enter the report name in the search box.

2. Filter by Owner – Select the report owner from the dropdown list.

3. Filter by Report Type – Select General, Scheduled Time, or Logged Time report to quickly narrow down the results that are relevant to your needs.

This organized list view helps streamline report management, making it easier for users to retrieve relevant reports.