Reports

Report Views

There are several types of report views: Timesheet,Calendar, Pivot, Worklogs, and Charts.

You can access reports and other features created by WorklogPRO Cloud from the “Apps” section located in the Jira navigation bar by clicking “WorklogPRO.”

The report of the current user can be easily accessed from the “Your work” section. From here, you can access your report in the Timesheet view, where the available view options are Timesheet, Calendar, Pivot, Worklogs, and Charts.

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Saved reports are displayed in the “Reports” section. These reports can be accessed, edited, and deleted from here.

In addition, a custom report can be created by selecting:

• Date range

• Group

• Fields

• Date grouping

• Filter

• Projects

• Billable / Cost Values

using the Create Report dialog.

This custom report, once named, can be accessed from the “Reports” page, and the desired operation can be performed.

Selecting one of these views is mandatory to generate the report.

Create Report Dialog

The Create Report dialog is designed to simplify report creation and consists of 3 main sections. These sections help you manage the report’s scope, details, and cost information effectively.

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Create Report Dialog

1. General Section

This section contains the basic settings of the report.

Usage Examples:

• Report Name: Assign a name to the report.

• Date Range: Select the time period the report should cover.

• View: Define the visual layout of the report.

• Group: Choose the criteria for grouping the data.

The General section is ideal for quickly setting up the foundational structure of your report.

2. Filters Section

This section allows you to make the report more specific and targeted.

Usage Examples:

• Projects: Filter the report by selected projects.

• JQL: Apply a custom JQL query to narrow down the data.

• Users/Teams: Restrict the report to specific users or teams.

With the Filters section, only the data you need will appear in the report.

3. Billable / Cost Section

This section enables you to add revenue and expense analysis to the report.

Usage Examples:

• Rate Tables: Select predefined rules to easily include cost and revenue calculations.

• Billable & Non-Billable: Display detailed financial information in the report.

The Billable / Cost section helps include accurate financial insights quickly and efficiently.

Operations on Reports

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You can easily change the report view to using the button located in the upper right corner of the report.

Copy to Next Period

Thanks to the “Copy to next period” feature, you can copy:

• The worklogs that you have saved

• The worklogs that are in the period you specify

to the next period with the same report view.

The copy operation is performed depending on the position of the work log in the previous period.

Example:
Using this option, a worklog recorded on January 2nd will be recorded on February 2nd.

After selecting the worklogs you want to copy to the next period and clicking the Save button, you can access the report of the next period using the “Go to next period” button.

You can also access the report settings from the Settings section of this button.

These settings include:

• Duration format

• Page size (PDF)

• Show weekends

• Show toolbar

These settings are explained on the following page:Timesheet Settings and Search on TimesheetPreview

The popup that appears when the ‘Copy to Next Period’ option is clicked is as follows.

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For more detailed information about the other view options on the Reports page, you can refer to the documents below.