Adding time tracking reports

Time tracking reports include information that helps with tracking and communicating actual work performed on items. These reports are only useful if time tracking fields are used in the project. See Time tracking reports.

1. Click Reports.

The Reports list opens.

2. Click Add.

The Add Report dialog box opens.

3. Select Time Tracking on the left side of the dialog box.

All available time tracking reports are displayed.

4. Select the report to add.

To find a report, you can search or select an item type to report on from the Contains list.

5. Click Next.

6. Select the Items to Include in the report.

• Click Browse to select the folder that contains items you want to include in the report. Some reports may only allow you to select folders with release planning enabled. If release planning information is displayed in the report, the release start and end dates are displayed for the selected folder. Select Recursive to include child folders of the selected folder. Select to include all folder types or specific folder types, which you select in the list. Click to clear the selected folder path.
• Select the Item Types to include in the report. If an item type is required, it is selected by default and you cannot change the setting. Optionally select a filter for each selected item type if you only want to include filtered items in the report. You can also:
  • Search for a filter.
  • Add a new filter — Choose Add Filter in the Filters list. See Adding filters.
  • Edit an existing filter — Mouse over the filter to edit in the Filters list and click . See Editing filters.
  • Delete a filter — Mouse over the filter to delete in the Filters list and click . See Deleting filters.

• Select a Linked Items option to include data for items linked to items in the report.

  • Do not include linked items excludes all linked items from the report.
  • Include all linked items includes all items linked to items in the report.
  • Include items in specific links only includes items linked to items in the report using a selected link definition. Select a link definition from the list.

7. Click Next.

8. Select any Options. The available options depend on the report type.

• Workflow Events Dates — You can specify the date range for the workflow events to include in the report.
• Components — You can include only items, only a chart, or both items and a chart in the report. You must select at least one component.
• Sorting — You can select primary and secondary sort columns and set the column sort order to ascending or descending.

9. Click Next.

10. Enter a Name and Title displayed in report.

The report name must be unique. The name you enter is automatically added to the Title displayed in report field, but you can change it. The title appears at the top of the report. You can enter up to 128 characters for the name and 1000 characters for the title.

11. Select a Share with option.

• No one prevents all other users and customers from using the report.
• Everyone shares the report with all users and customers.
• All users shares the report with other users.
• All customers shares the report with customers.
• Security groups shares the report with selected security groups.

12. Click Preview to preview the report. The report opens in a new browser tab.

13. Click Add to add the report.

The report is displayed in the Reports list. To run the report, click the name or select it and click Run. See Running reports.