Edit a report | Worklogs Report (Cloud)

This article explains how to edit an existing report.

How can you edit the report?

If you are the report owner or a report admin, you can access the report settings in either of these ways:

Click the View dropdown.
Select Group by, Fields, Time Units and more.

Alternatively, click Configure in the Header section, as shown in the screenshot above.

If you are neither the report owner nor a report admin, you must create a copy of the report to save your changes. You can do this in either of these ways:

Click Save As in the Header section to create a copy, then make your changes to the new report. You will own the copy, as shown in the screenshot above.
On the Manage Pivot Reports page, select Copy from the actions (•••) menu.

Which fields can you edit?

You can edit the following settings in the report sidebar:

Report name: Modify the report title. This title appears in both the Header section and the report list.
Description: Enter a description of the report's purpose (up to 1,024 characters).
Source: The default source is All Issues. Select the spaces and filters to use as report sources. You can include work items created by or assigned to you by selecting Default filters. You can also use public or private filters.
Users: Select the users and groups to include in the report. If you leave this field empty, the report shows worklogs for all users.
Time Units: Select how time is displayed in the report: JIRA Default (1w 3d 3h), Hours (66h), Days (8.25d), Weeks (1.65w), or Months (0.61mo).
Interval: Select the interval displayed in the Summary section, such as daily, weekly, biweekly, or monthly. In the example above, each column represents one month: August 1–31 and September 1–30.
Group By: Select the field used to group worklogs under each user.
Breakdown View: Select how the Breakdown section is displayed: Cards, Issue List, or Worklogs List.
Fields to display: Select up to three fields to display as columns in the Breakdown section.

Why should you edit the report’s name and description?

Over time, a report's audience and focus may shift, even if its configurations stay the same. Updating the report's name and description to align with its current scope helps users understand its purpose before exploring its tabs.

Can you change how time is displayed?

Time tracking settings

Changing the Time display format in Jira's Time tracking settings from Pretty (for example, 4 days, 4 hours, 30 minutes) to Days (4.56d) does not affect reports.

A report's Time Units setting is independent of Jira's time display format. You can display time using JIRA Default (1w 3d 2h 15m), Hours (66.25h), Days (8.28d), or another supported format. Changing Jira's Time display format does not change the report output.

However, changing Working hours per day in Jira's Time tracking settings does affect reports. For example, increasing this value from 8 to 10 hours changes the daily baseline used in the Breakdown section to 10 hours per workday.

Look and Feel settings

Enabling ISO8601 in date picker in Jira's Look and Feel settings sets Monday as the first day of the week. This setting does not affect reports because reports always use Monday as the first day of the week, regardless of the ISO8601 setting.

FAQ

Can you access all worklogs by using the app?

Worklogs Report respects Jira and Jira Service Management (JSM) permissions and cannot override them. If you use both applications, ensure that you have the required permissions in each one before selecting a report source that references a Jira or JSM work item.

If you can view worklogs in the Work item view for a project, you can also access that space's worklogs in the report. However, an Jira admin can restrict you to viewing only your own worklogs across all reports. For details, see the related article.

Troubleshooting

Can reports be used to display more deliverables than possible in Jira?

Yes. Reports can display more work items than a board or the Issue Navigator. However, loading time increases as the work item count grows.

Working with high work item count in Cloud

Atlassian notes that searches have no work item limit, but display limits apply:

Boards and backlogs show up to 5,000 work items.
The Issue Navigator shows only the first 1,000 work items.

A report can help you work around certain Jira limits, though it may increase loading time. For example, a board may fail to load if it reaches the maximum work item limit.

In contrast, you can create a report based on the board or its underlying source filter. However, this report may take longer to load compared to one linked to a board that has not reached the maximum limit.

Working with high work item count in Data Center

The display limit for the Issue Navigator can be increased using a documented workaround. A report does not require this workaround, although very large reports may load more slowly.

Similarly to prior example, a report linked to a board or its underlying source filter may take longer to load if the workaround was applied to increase the limit.

Can you decrease the report’s loading time?

Yes. The number of work items in the report source, such as a space or filter, directly affects Jira’s API performance, which determines the report’s loading time—not Worklogs Report itself.

To speed up loading, reduce the number of referenced work items.
Also, specify which spaces or boards Jira should search. A narrower search scope means fewer work items for Jira to process, resulting in faster results. Atlassian’s documentation offers additional JQL optimization tips.

What should you do if a filter or space is missing or returns an error?

If you cannot select a filter or space as a source, or a previously available filter or space returns an error, see the related article for steps to diagnose the issue and restore access.

What can you do if the app is missing from the sidebar?

If Worklogs is missing from the Apps list from Jira’s sidebar, check if it is disabled by following the steps listed in a related article.

If you have questions or need assistance, contact our support team via email or service desk. Our team is available Monday through Friday (9:00 AM to 7:00 PM GMT+7) to help with technical challenges or discuss improvements.