Viewing Reports - Tempo Server


You can customize your reports so that they show what you need in a meaningful manner. By default, report results are displayed in a grid format but you can also view the data as a detailed list. You can apply filters, organize the information into groups, sort the data by columns, set report preferences, and add columns to show Jira fields and work attributes as needed. When viewing reports as a grid, you can also define whether the grids represent days, weeks, months, or quarters.

Tempo remembers all your view settings and preferences between sessions. 

To access reports:

  • Select Reports  in the Tempo sidebar.

Switching between the Grid and List Views

Click the View button at the top-right, and then select either Grid view or List view.

Grid View

By default reports are displayed in a grid view. The grid view displays the report information in a timesheet-format. Each column in the grid represents a day, week, month, or quarter, depending on the Grid Periods option you select on the Grid view drop-down menu. You can also specify the what data to display using the Columns options.

  • For worklog reports, you can click the cells and log hours on issues.
  • By default, the grids represent days. You can select a different grid period and use the date picker to select a period to see what you need. Click Grid view at the top-right to select a grid period.

List View

You can select to display the report as a detailed list. The list view shows you the report information in table-format. You can choose which which attributes or work attributes to show using the Columns and List View Columns options on the List view drop-down menu.

Filtering Data 

Select filters for the reports to show only the information you need. You can, for example, select to view time logged on a specific project or all planned work for your team. The Filter by box at the top of the report shows which filters are applied.

To filter data in a report:

  1. Click the Filter by box to display a list of filter options. 
  2. Select the data you want to include in the report.
    • Use the search box to search for projects, teams, accounts, etc. To add a filter, select its check-box. To remove a filter, clear the check-box or click the beside its name in the Filter by box. 
    • If you select to filter by issues, you can also choose to include sub-tasks.
    • Click Back to return to the list of filters. 
  3. The Filter by box shows what filters are being applied in the report. You can remove a filter by clicking the x to the right of its name.

Below is an overview of the various fields you can use to filter your reports:

FilterWhat it does
TeamsFilters by Tempo team(s)
RolesFilters by staff role
UsersFilters by Jira user
LocationsFilters by office location
CustomersFilters by Tempo customers
AccountsFilters by Tempo account(s)
Account CategoriesFilters by Tempo account categories
Category Types
Filters by account category types, including billable, capitalized, internal and operational
ProjectsFilters by Jira projects
EpicsFilters by Jira epic(s)
IssuesFilters by Jira issues
Jira Filters (JQL)
Filters by predefined JQL filter

Grouping Data

Group data in your reports to help you structure your information in a meaningful way. The groups are displayed in the report according to Jira hierarchy. 

To simplify the report view, reports containing multiple levels of grouping do not display "empty" hierarchy levels. The following example shows a report that has been grouped by Epic/Issue/Sub-task/Worklog. No Epic hierarchy level is shown for Issue PRO-11 since it is not linked to an epic. Also, there is no hierarchy level for Sub-tasks because the issues do not have any. This makes the report look tidier and more easy to read.

To group data in a report:

  1. Click the Group by box to to display a list of possible choices. Select the groups you want to add. 
  2. To remove a level of grouping, click Group by, and then click x to the right of the specified group level.
Below is an overview of the various fields that you can use to group data and organize your report results:
Group byWhat it doesAvailable report

Project

Groups data by Jira project(s)
  • Logged Time
  • Planned Time
  • Capacity
  • Planned vs Actual
User
Groups data by Jira user
  • Logged Time
  • Planned Time
  • Capacity
  • Planned vs Actual
LocationGroups data by office location
  • Logged Time
  • Planned Time
  • Capacity
Account
Groups data by Tempo account(s)
  • Logged Time
  • Planned Time
  • Capacity
  • Planned vs Actual
Epic
Groups data by Jira epic(s)
  • Logged Time
  • Planned Time
  • Capacity
  • Planned vs Actual
Issue
Groups data by Jira issue(s)
  • Logged Time
  • Planned Time
Sub-task
Groups data by Jira sub-task(s)
  • Logged Time
  • Planned Time
Component
Groups data by Jira component
  • Logged Time
Fix version
Groups data by Jira fix version
  • Logged Time
Worklog
Groups data by worklog(s)
  • Logged Time
Plan
Groups data by plan(s)
  • Planned Time
Team
Groups data by Jira team(s)
  • Capacity
Role
Groups data by staff role
  • Capacity
  • Planned vs Actual
ProgramGroups data by program
  • Capacity


Sorting Data

One way of organizing your report is to sort the data in alphabetical or numerical order. Sort a report by the data in a particular column by clicking that column’s heading. Clicking a column header sorts data according to that column’s ascending or descending order: the text is sorted from A to Z, numerical data is sorted from highest to lowest, and time/date data is sorted from earliest to latest.

  • Up and down arrows next to a column name indicate that data is being sorted by that column.
  • To reverse the sort order, click the column heading a second time.
  • In a report with multiple grouping levels, data is grouped by the top-level group. For example, the report above shows the most number of planned hours at the top sorted by user.

Adding and Removing Columns and Work Attributes

Adding and removing columns lets you select what information is displayed in your report. For example, if you want to view how many billable vs how many non-billable hours were spent on issues linked to an account, filter the report by Customer and group the information by Account. Then add the Billable column to compare billable and logged hours.

Column options are not the same for Worklog and Plan reports, and column availability depends on how report results are grouped, for example, worklog columns are only available when grouping by worklogs, issue columns when grouping by issue, etc. Work attributes can only be displayed when the report is in List view and when the report is grouped by Worklog. When trying to add a column that is not available, a pop-up message will show you what is required for the column to become available. 

To add columns and work attributes:

  1. Click the Grid view or List view button at the far-right. The button's label depends on which view is displayed.
  2. Select the columns and work attributes you want to show in your report. 
  3. To remove a column or a work attribute from the view, clear the check-box next to its name on the Grid/List view menu.


Below is a list of the various columns you can use to bring additional data into your reports:
Logged Time reportColumnWhat it does
ColumnsLogged
Displays time logged

Logged/Required
Displays logged time vs. required time

RequiredDisplays estimates of how much time is required

Billable 
Displays billable time logged

Planned
Displays time planned
List view columnsRemaining
Displays estimated hours that are remaining

Estimated
Displays estimated hours

Account
Displays account associated with time records

User
Displays user associated with time records

Log delayDisplays the time difference between when you created the time record and the date and time that the the time record was logged to

Created
Shows when the time record was created
Planned Time reportColumnWhat it does
ColumnsPlanned
Displays time planned

Planned/Required (R%)Shows what percentage of time has been planned

Required (R)Displays estimates of how much time is required
List view columnsUser
Displays user associated with plan

Planned by
Displays who created the plan

Status
Shows the status of the planned issue(s)

Reviewed by
Displays who reviewed the plan(s)

Requested reviewer
Displays who has been requested to review the plan(s)

Status updatedShows if the status of the plan has been updated

Setting Date and Time Formats

You can select how dates, time, and duration are shown in your reports. Your preferences are applied immediately and are saved on a per-user basis. This affects how the date is displayed in the Date and Created columns in the List view when grouping by worklog, and in the Report Title field when saving.


To change the date, time, and duration format:

  1. Click the Settings button  at the top-right of the report.
  2. Select options as desired.

Viewing Issue Hours

If you have the View issue hours permission for the project but not the required permissions to view other users' worklogs, you can see the total number of hours per issue in the project, but not individual worklogs from other users.