Navigation & Features Overview - 6.6.2

Owned by Nisha Shantilal
Last updated: Jul 01, 2024
3 min read

This article provides an overview of the different areas of the Reports and Timesheets for Jira. Each area has a separate detailed article too.

Once the add-on is installed in your instance, the Reports and Timesheets menu will appear inside Jira with links to the most used areas of the add-on. Clicking on “Custom Report” in the menu will bring up the main interface of the add-on that allows navigating to all the different areas of the add-on.

CLOUD INSTANCE

SERVER INSTANCE

The top navigation bar lets you move between different areas of the application:

  • Custom Report/New Report - Different types of reports can be created using the Report Designer interface like list, chart, trend, hierarchical, matrix etc.

 

  • Templates - Access sample templates for different types of reports.

 

  • My Area - Place to find your saved reports, calculated field, preferences

    • My reports - Saved reports can be viewed, shared, scheduled and published

    • My calculated fields - Create and manage customized fields for powerful reporting

    • My Teams - Build and manage your teams and hierarchies for approvals and time reporting

    • My Preferences - Customize your subscriptions, report and timesheet preferences

    • Timesheet Approval Queue - View your team’s timesheet status, and also pending, completed timesheet approvals

 

 

  • My Timesheet - Single place to enter and submit time against all your issues and non-project tasks.

 

  • Administration - Manage Application level settings, notification preferences, time tracking settings and access permissions

    • App Settings: Define application level settings like working hours, subscription email details, etc.

      • Time Tracking Settings: timesheet display preferences, timesheet approval preferences, define custom worklog attributes and non-project tasks

      • Email Notifications: enable email notifications for timesheet approval workflow

    • Access Permissions: Manage which Jira user groups have access to the add-on and are able to create report on time entered by other users

    • Timesheet Approvers: Add timesheet approvers and associate users for timesheet approval

    • Tempo Timesheets: Setup integration with Tempo Timesheets (if using for time entry) so that Tempo details can be pulled into reports

  • Help - Access help articles and application documentation.