Billable Hours report: filtering and grouping | Targetprocess - Visual management software

Billable Hours report: filtering and grouping

This article is an addition that applies to the following ones:

Filtering by date range

It is possible to filter out displayed data by date range. Apply a filter to the Date attribute to refer to dates to which time spent records are applied. For example:

?Date >= '17-Jun-2016' and Date <= '24-Jun-2016'
?Date > Today - 7(days) and Date <= Today

Or, as an alternative, apply date range filters to the Assignable.EndDate field of Time entity. This helps to build a report that will include only time spent records related to completed assignable entities (User Story, Task, Bug). And you will get totals based on date of completion of an entity itself, not on the date when time spent was reported.

?Assignable.EndDate >= '17-Jun-2016' and Assignable.EndDate <= '24-Jun-2016'
?Assignable.EndDate > Today - 7(days) and Assignable.EndDate <= Today

Distribution per user / role / work item

According to your exact needs you may select one of the following formulas for X axis:

  • Project
  • BillableRateType
  • User
  • Month(Date)

X: Project, Color: User

In order to see total amount for each user in a given projects it is possible to configure per-user distribution and coloring.

X: Project, Color: User

And here is the produced report:

Billable Hours report: filtering and grouping. Image 2

It is possible to export the report to CSV file:

Billable Hours report: filtering and grouping. Image 3

Which gives us a spreadsheet document:

budget-same-effort-report-user-detailed-csv

X: Project > Role, Color: User

X: Project > BillableRateType, Color: User

In this case we build summaries per project per role (bars) and per user (colors).

x-project-ratetype-color-user

X: Project, Color: Project.Name + " " + UserStory.Name

X: Project, Color: Project.Name +   + UserStory.Name

Grouping per month

Instead of Project, you may use the following formulas for X axis:

Month(Date)

Or, as an alternative, apply date range filters to the Assignable.EndDate field of Time entity. This helps to build a report that will include only time spent records related to completed assignable entities (User Story, Task, Bug). And you will get totals based on date of completion of an entity itself, not on the date when time spent was reported.

Month(Assignable.EndDate)

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