Generate Timesheet Reports

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Every organization has different timesheet reporting needs, so you can generate timesheets reports from the custom report designer to leverage the power and flexibility in filtering and grouping on custom fields. By using user story and defect custom fields to track the accounting codes provided by your finance department, timesheet reports can display information about development time spent by accounting code.

Software companies can use story and defect custom fields to track accounting categories (using drop-down custom fields) or to track which stories are capitalizable (using a Boolean custom field). Development managers and scrum masters may then generate capitalization reports for the accounting department by filtering on these custom fields.

IT groups can use story and defect custom fields to assign charge-back codes to development work and report development time to respective cost centers.

Services organizations can use story and defect custom fields to track clients and billing codes.

Generating timesheet reports includes the following:

Generate a timesheet report

  1. Select the Reports tab.
  2. From the Reports page, click +Add New.
  3. From the Custom Report Designer, select Timesheet as the type of report to generate.


  4. In the Broken Down By section, select values for Date, User, Project, Work Item, Package, or any (story or task) custom field you use to organize your Rally work by accounting, cost center, or client codes.

    Use the Add+ button to add any necessary fields.

  5. In the Filters section, select two date filters to define the timesheet period to report on, and optionally the Package, Tags, or the custom fields you use to organize your Rally work by accounting, cost center, or client codes.
  6. Click Run.

    The Timesheet report preview displays with the result for your criteria.

  7. From the preview, you can save the report in the Reports tab, email it to others, or save it in CSV or PDF formats.

    To see these options, click the Page Tools options.

Save a timesheet report

  1. Run the report and click Save from the Page Tools options in the upper-right corner.
  2. Name the report and add a brief description.
  3. Select one of the following options for the report visibility:
  • Just me: The report will only be visible to you.
  • Anyone can view: The report will be visible (read-only) to everyone.
  • Anyone can view, edit, or delete: The report will be visible to everyone and anyone can edit or delete the report.

The Timesheet report is added to your list of custom reports on the Reports tab.

Generate a capitalization report

Use Rally custom fields to document your organization's accounting rules (typically drop-down options or a Boolean type). Set the custom field value for each Rally artifact either at the work item level or at the task level, but not both. Once custom field values have been set, the report designer can generate capitalization reports by filtering and grouping on the specific custom fields you set.

Examples

A capitalization report when using a task-level custom field named Accounting Code:

  • Report type = Timesheet
  • Broken by Task Accounting Code (custom) then by Project
  • Filtered by Date >= Oct 1 and Date <= Oct 31

This report displays Time Spent (hours) by Accounting Code and by Project for the month of October.

A capitalization report when using story-level Accounting Project and Accounting Task custom fields:

  • Report type = Timesheet
  • Broken by Story Accounting Project (custom) then Story Accounting Task (custom)
  • Filtered by Date >= Oct 1 and Date <= Oct 31

This report displays Time Spent (hours) by Accounting Project and Accounting Task for the month of October.

A capitalization report when using a story-level capitalizable Boolean custom field:

  • Report type = Timesheet
  • Broken by Project then by User
  • Filtered by Date >= Oct 1 and Date <= Oct 31 and "Story Capitalizable (custom) = Yes

This report displays Time Spent (hours) only for capitalizable work for the month of October.

Generate a billing report

For professional services groups or organizations using consultants, timesheet reports can be as detailed as billing and invoice statements need to be.

Example

  • Report type = Timesheet
  • Broken by Date then by User then by Work Item then by Task Name
  • Filtered by Date >= Oct 1 and Date <= Oct 31

This report displays Time Spent (hours) by Date by User including the work description for the month of October.

Report time spent on top-level stories

Features or initiatives are often broken down into a hierarchy of user stories. Each user story in the hierarchy represents a portion of work that is needed for the feature. Timesheet reports give you the ability to aggregate the time spent for the entire feature by focusing on its top-level parent story (top-level work item).

  1. Select the Reports tab.
  2. From the Reports page, click +Add New in the upper-right corner.
  3. From the Custom Report Designer, select Timesheet as the type of report to generate.
  4. Select Top-level Work Item in the Broken down by section.
  5. To filter out standalone defects and stories, add a filter where the top-level work item contains the story name or a special label.
  6. Click Run.


cost output

Use a naming convention to focus your report on feature-level stories, removing all others. For instance, use a label such as FEATURE in the name of your top-level parent story, then create a filter on that label to report list of features or initiatives and their costs.

When reporting time on top-level stories, consider the following:

  • Hours for work items outside of the current project scoping are not included in the cost aggregation.
  • The Top-level Work Item filter is case-sensitive.
  • Timesheet hours logged for defects or defect tasks associated with stories are not included in this report.
  • The report displays only the top level and lowest level of stories in the hierarchy.
  • Broken down by options are only applied to the lowest level of stories in the hierarchy.
  • -- No Entry -- values in the Top-level Work Item column indicate hours entered at the project level on a timesheet.

Generate weekly time cards

At the end of each week, team members can generate a weekly time card to report on time they spent that week on development work. This report includes everything in the current timesheet sorted by day. The report also includes a Project Summary table at the bottom of the page.

  1. From My Home → Timesheet, select the week for which to generate the time card.
  2. From Page Tools, select Save as PDF.

export

Export timesheet reports to CSV

Team members can export their weekly time cards and managers can export aggregate timesheet reports to CSV.

To export weekly time cards to CSV, from My Home → Timesheet, select Page Tools → Export as CSV.

To export aggregate timesheet reports to CSV:

  1. From the Reports tab, select the Timesheet report from the right column that lists saved custom reports.
  2. Select Export to CSV.

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