Scheduled Time Report

The Scheduled Time Report focuses on providing users with a clear overview of how planned time for tasks and events is allocated across team members over a specific period. It enables users to visualize and manage planned tasks in a detailed, structured format with grouping features.

Step 1: Set Filters

At the first step, apply filters to define what data the report will include:

1. Projects: Select one or more projects to include in the report.

2. Members or Teams: Choose the individuals or teams whose data you want to analyze.

3. Time Range: Specify the reporting period. Two options are available:

• Dynamic Range: Select a rolling date range, such as 'This Week' or 'Last 30 Days'. The report will update automatically as time progresses.

• Fixed Range: Select a custom start and end date to lock the report to a specific period.

4. Filters: Select different fields to filter the report, such as Work type, Status, Priority, Billing type, and Quick filters.

Step 2: Chart Customization Options

To display visual summaries, enable the Show Chart option at the top-right of the page. Available chart types include:

Hours by member

This chart displays the total scheduled hours allocated to each team member, providing a clear view of individual work distribution.

Hours by project

This chart showcases the scheduled hours assigned to each project, offering insights into how time is distributed across different projects.

Hours by period

This chart illustrates the scheduled hours over a selected time period, enabling managers to track planning trends and ensure balanced time allocation across days.

Step 3 Customize Fields

You can customize fields by selecting at the top-right of the table. From here, you can toggle columns ON or OFF based on your reporting needs:

• Utilization: Displays the percentage of Scheduled Time divided by Capacity.

• Billable: Helps you track tasks that are billable versus non-billable.

Step 4 Grouping Fields

Use the Group By feature in Hierarchy View to organize data by Jira fields or TeamBoard fields (e.g., by project, task, or assignee). This allows you to create a custom report structure and view scheduled time across multiple categories for deeper insights.

step 5 Save the Report

Once you have applied filters and customized the report, you can save it for future use.

1. Click the Save button in the top-right corner of the page.

2. In the Save Report pop-up:

   • Name: Enter a name for the report (required).

   • Description: Optionally, add details about the report’s purpose or content.

3. Choose the visibility setting:

Private Report (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 (toggle OFF): The report is visible to all users in the workspace. Only the report owner can edit or delete it.

4. Click to confirm.

Step 6 Export the Report

Reports can be exported for use outside TimePlanner. Click the Export icon in the top-right corner of the page.

→ The report will be downloaded as an Excel (.xlsx) file.