Pivot view
Dialog for Creating/Editing a Pivot Report
Pivot tables are a data processing technique that enables users to arrange and rearrange (or “pivot”) statistics in order to highlight useful information.
You can switch to the pivot view from any displayed timesheet by using the view selection dropdown at the top right of the report page. You can also create a new pivot report from the “Reports” page by selecting Pivot in the view field.
To create a pivot report, you must specify at least two of the following fields:
Rows
Columns
Values
While creating the pivot report, you can also add filters by projects, users, or teams that were previously created.
By default, pivot report data is visualized as a table. However, it can also be visualized in different formats such as:
Column
Area
Line
Stacked Bar
And others
After creating the report, you can adjust the configuration of the Pivot Report, including Rows, Columns, and Values. The list of available options depends on the custom fields selected in the Values field in the creation dialog.
Issue custom fields are only available for grouping in Rows, Columns, or Values if they are selected in the Others field at this stage. You can always reopen this dialog by clicking the “Adjust” button and selecting the desired custom fields.
Table View of Pivot Report
You can configure the fields for Rows, Columns, and Values using the Field List Configuration Dialog while the pivot report is open.
Using drag and drop:
Fields can be added to the desired section
Fields can be removed
The order of fields can be changed
The pivot report can be exported as PDF, Excel, or CSV using the export button available on the report.
If you can’t find an issue field on the above “Field configuration dialog”, you can click on “Adjust” button and select the custom fields for “Others” option.
Different Visualizations for Pivot Report
The pivot table can be represented in multiple chart types. You can easily switch between these chart types.
Changing the Chart Type
Available chart types include:
Bar Chart
Pie Chart
Line Chart
Conditional Formatting
The pivot report includes a conditional formatting feature that allows you to emphasize specific data cells.
You can highlight selected data by modifying:
Font
Text color
Cell color
For example, in a report displaying total worklogs in hours, you may want to highlight entries with less than 3 hours. This can be configured by selecting the desired value and format from the Conditional Formatting Settings dialog.
Report Customization and Advanced Features
Basic Configuration
Date range selection: Filter data by specific time periods (e.g., 10/1/2025 - 10/31/2025)
Export options: Save reports in various formats via "Save as..."
Multiple visualization modes: Switch between table and chart views
Data Manipulation
The pivot view provides powerful data analysis capabilities:
Sorting: Click column headers to sort by any metric (billable, cost, profit margin, etc.)
Filtering: Apply filters to focus on specific projects, issues, or time ranges
Grouping: Expand and collapse project hierarchies to view data at different levels
Column customization: Show/hide columns using the "Columns" button in the Details panel
Aggregation: Automatic calculation of totals and averages at each hierarchy level
Interactive Analysis
Drill-through: Click on aggregated values to view underlying worklog entries
Conditional formatting: Visual indicators help identify outliers and trends
Field rearrangement: Drag and drop fields to reorganize the pivot structure
Value field settings: Configure how calculations are performed (sum, average, count, etc.)
Data Export and Sharing
Export filtered and customized views for external analysis
Save specific pivot configurations for recurring reports
Share insights with stakeholders using exported data