Exports

Export all time for a client

Build a client-hours file with the fields and format you need.

Create a file for one or more clients, with the people, projects, hours, and financial fields you need.

1. 1
   Start a new export
   Open Exports and select New export.
2. 2
   Name the file
   Edit the generated file name if needed. Use the file type menu beside it to choose .csv, .xlsx, or .pdf.
3. 3
   Set the period and filters
   Choose the Period and Time included. Use the Clients filter to choose the clients. Narrow Contributors, Projects, or Categories when the file needs a smaller scope.
4. 4
   Choose the columns
   Select the columns button, which shows how many columns are included. Include Client, Full name, Project, and Hours. Add Billable value or Billable rate when the recipient needs financial data. Use Choose to add or remove columns and Arrange to reorder or rename them.
5. 5
   Create the file
   Check the preview and row count, then select Create CSV, Create Excel, or Create PDF. The finished file appears in your export history.