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Efficiently managing work logs and cost reports by filtering them according to specific users is a critical task for any organization. This process holds the key to better financial control, optimized resource allocation, and more precise performance evaluations. In this article, we'll delve into the essential techniques for effectively filtering work logs and cost reports by user, empowering your project management and financial tracking endeavors.
Understanding Work Logs and Cost Reports
Before we get into user filtering, let's quickly clarify what time and cost reports in Cost Tracker entail:
How to get the cost and time reports by Jira Filter Worklog By user
Once you've installed the product from the Marketplace, it will automatically sync with all Jira users.
Firstly, you'll need to establish the hourly rate for each team member. This rate will be used to calculate their work cost.
Next, it's time to input the list of expenses related to the project. Some expenses may be linked to specific team members whose work cost you want to track, so ensure you add and associate these expenses accordingly.
The third step involves preparing the scope. For instance, if you want to evaluate the scope of the previous month, create a filter in Jira Filters that captures all issues with worklogs for the past month. An example of JQL could be:
(( "worklogDate" >= startOfMonth(-1) )) and (( "worklogDate" <= endOfMonth(-1) )) and assignee = currentUser() OR assignee was currentUser() OR reporter = currentUser()
This filter is for monthly reporting of a specific user's worklogs.
The final step in generating the Cost report is to navigate to the appropriate page and click on Generate report. Choose the saved filter, provide the Default hourly rate (this helps retrieve data for users without hourly rates), and set the period for worklog and direct expenses.
The new report will include the Scope cost for the selected user and the Expenses associated with the chosen period.
Exciting news: In the next update, you'll have pre-built filters for Project, Epic, and User, eliminating the need to create your JQL filter.
Filtering reports by users is a crucial feature for organizations in various scenarios. Here are some common use cases when organizations need to get reports filtered by users: