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How to build a report

If you wish to build a report, you need to click Actions-Edit. It opens a menu with filters grouped by categories.

How to add columns to your report

When you create a new report, you can see 2 lists of columns: Selected and All. Selected columns are visible in your report now, All is everything you can add.

Select a column from the right to add it to your report or drag it, move columns up or down to change the order.

Some columns can be configured to show attributes. You are free to decide which piece of data you wish to include in the column. Just click the gear icon (‎⚙) to expand:

Ex: A Task column can display number, status, iteration, tags, and project.

An important piece of information for Asana users! We list Asana subtasks as ordinary tasks in your report. You can collapse all subtasks time under the parent task when you go to Meta and check this option at the top. Additionally, you can use the column called Parent task.

collapse sub tasks from Asana

Layout

Layout defines how your report looks like, what columns to show and the order of their appearance.

  • Plain doesn’t add grouping to your report. You can use it, for example, to see reported time of all projects or members for a month.

  • Subgroups make a table where one or several columns are main and you group time by them.

  • In Timesheet you can define columns in both x & y, e.g. to show reported time of each member for each day of the month.

Period

Period helps to filter reported time within a specific time range and ignore data outside of it.

Projects

Projects filter helps to pick up projects that you want to see in reports. The first choice allows to pick up a team/workspace, second group projects by a client name.

Projects can be active and inactive. Active projects are those where tasks have reported time or estimates.

Members

This section allows selecting members whose reported time you want to see. You can choose individuals or team groups if you have any.

Similar to active projects, active members are those who reported time or set estimates.

Meta

Meta filter stands for various meta information that we pull out from external management tools together with tasks. It may vary and have different titles depending on a management tool.

Labels stand for tags from 3rd party integrations. Iterations are a sequence of tasks united by one milestone (ex. Asana sections). Statuses reflect the completeness of your task (closed, completed, open etc.). Types are used to describe what is your task in Pivotal, i.e. chore, epic and so on. It can also list filters for custom fields if you use it inside your project management tool.

At the top of this filter, Asana users can find a way to add all subtask time to the parent task time. This will show only the title of the main task in a report.

This filter is very useful if you, for example, want to analyze how much time was spent on bugs or features, or the reported time for completed stories.

Formatting

Formatting helps to highlight a certain piece of data in a column when it meets a condition.

When you want to see if the remaining task time is close to a given estimate or the task has no reported time at all, you can use condition to make it look colorful. Therefore, it is much easier to follow trends or spot where your team need to catch up with something.

Saving changes

To save your report, click on the green button right to its name. Revert changes deletes the report draft.

 

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