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Billing report

KGAFFNEY August 25, 2020

Is there a report that can be run in Jira that shows the work that has been completed and possibly need to be billed for?

2 answers

0 votes
Hernan Halabi - Elite IT Consulting Group
Community Champion
August 25, 2020

Hello @KGAFFNEY welcome to the community. If you have that information tracked in your ticket then you can create a report for it. There is no built in solution for this. 

You could track the cost of each task in a separate field and then just query for issues resolved during the week and should get you a table of issues and their costs as a simple example of what you are looking for

0 votes
Andreas Lorz
Contributor
August 25, 2020

Hi,

are you able to give a broader explanation of what you need?

If your "work" is tracked with jira issues you might simply use a filter that includes all issues which have reached a certain 'complete' status so far and export it to e.g. Excel.

KGAFFNEY August 25, 2020

I don’t really use Jira – have just been asked to go in and produce a report that shows which issues need to be billed and raise the invoices

How would I do what your recommend? Thanks

Andreas Lorz
Contributor
August 25, 2020

classic... :D

so for my solution you have to ask the person that give you the task hoping he/she can tell you.

  • What is the jira project where work is tracked that should be billed?
    How to identify issues which are completed (e.g. field: status) and that should be billed.
  • The certain information within every jira-issue demanded for the bill. This should be a list of fields.

With these information you can go into Jira
Issues > Search for issues.


Now you should see the option to set a filter. For project, type, status etc. you should be able to easily filter with the provided informations above. (1)
Make sure you take the 'List View' (2)
Choose the Issue Informations (fields) you want to add your bill. (3)
Export as Excel (4)

For further information please see https://confluence.atlassian.com/jiracoreserver/searching-for-issues-939937657.html

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KGAFFNEY August 25, 2020

Apparently there are about 60 issues that need to be reviewed/billed 

I'll contact the person who has asked me to do this and ask him how he produced the reports he sent to us 

 

Thanks

 

Kate

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