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Member Actuals Report

This feature is available in Catalyst, Enterprise, and Ultimate editions.



The Member Actuals report shows the total Effort (or work members have entered in any Done field) entered in a project during a specific period of time.  This report totals the Effort of a Member Group and allows you to sort it by day, week, or month.


Accessing This Report

  1. Click the Report icon reports_icon.png on the side bar followed by All Reports. 
  2. In the Member/Team Reports section, click Member Actuals.


Report Filters/Parameters

  • Member Group: Shows data for active members in the the selected member group only. When a member is added or removed, both the current and historical values change.
  • Start Date: The first date the report begins calculating data.
    • For project-based reports, the default start date is the project start date.

    • For sprint/iteration-based reports, the default start date is the sprint/iteration start date.

    • For member-based reports, the default start date is 13 weeks prior to the current date.

    • If the start date is set to the current date or later, no data displays.

  • Duration: The number of days, weeks, or months to display.

    • For project-based reports, the default duration is the number of weeks from
      the project's start date to today.

    • For sprint/iteration-based reports, the default duration is the number of days in the

    • For member-based reports, the default duration is 13 weeks.

    • The report ends at the current date, so if the selected start date and duration
      extend past the current date, no data displays after the current date.

Technical Details

The totals are calculated based on:

  • Open and Closed Effort logged for the project (and child projects), regardless of sprint.

  • Effort for all child projects (unless "Single Level Project View" is selected in the project navigator).

  • Effort logged during the period selected (e.g. if you select the Duration in Days, the total Effort is counted from the day the task was set to Done, and not counted during any other period of time).