How to filter and group worklogs

This guide explains where to click in Worklog360 to filter and group worklogs, and which fields (Jira, custom, and Worklog360) you can use.

Step 1: Open the Reports section

1. Go to Worklog360 → Reports

2. Choose one of the report tabs:

   • Time (Summary) – grouped totals

   • Worklogs (Details) – individual worklogs (most flexible)

   • Timesheets – timesheet-style view

📌 For advanced filtering and analysis, Worklogs (Details) is recommended.

Step 2: Select time range and scope

At the top of the report:

1. Set the Date range (day, week, month, or custom)

2. Set the Scope:

   • One or more Jira projects

   • A Jira filter

   • All projects

These settings define which worklogs are included.

Step 3: Group worklogs

Grouping controls how worklogs are summarized.

Where to click

1. Click the “+” icon for example for “Worklog Author”

Common grouping options

You can group by:

• User

• Project

• Issue

• Account

• Date

and any other filed that the table has !!!

📌 Grouping is also available in:

• Time (Summary)

• Timesheets

Step 4: Filter worklogs

Filtering controls which worklogs are shown.

Where to click

1. Click Filters

2. Add one or more filter conditions

Available filter fields

You can filter by:

• Project

• Issue

• Assignee

• Reporter

• Issue Type

• Status

• Priority

• Billable hours

• Rate

• Amount

• Account

Оr Any other fields that exist as selection. custom field available on issues can be used, for example:

Step 5: Add columns (Worklogs Details only)

In Worklogs (Details) you can customize what data is visible.

Where to click

1. Click Columns

2. Select the fields you want to display

Available columns

You can add:

• Any Jira field or custom field

• Any Worklog360 field:

  • Billable hours

  • Rate

  • Amount

  • Account

  • Team (if configured)

📌 Columns do not affect filtering — they only affect visibility.

Step 6: Combine grouping and filtering (examples)

Example 1: Billable time per user

• Group by: User

• Filter: Billable = Yes

• Date range: Monthly

Example 2: Time spent on a project

• Group by: Project

• Filter: Project = X

• Date range: Weekly

Example 3: Client or account analysis

• Group by: Account

• Filter: Account = Client A

Step 7: Save or export your view

Once configured:

• Click Save view to reuse it later

• Click Export to download the data (e.g. Excel)

Tips for managers

💡 Use Worklogs (Details) when you need full transparency and control.

💡 Start with grouping, then apply filters to narrow down results.

💡 Save frequently used views (e.g. monthly billing, weekly review).