Exports

Run a payroll export

Export approved hours per person for a pay period.

Build a payroll-ready file by contributor for the pay period you select.

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. Choose Approved time for a final payroll run, then use Contributors to limit the people or teams who appear.
4. 4
   Choose the columns
   Select the columns button, which shows how many columns are included. Keep First name, Last name, and Email (or add Full name), plus Period start, Period end, and Hours. Remove Team, Activity group, Client, Project, Category, and Subcategory so each person gets one row. With Team left in, someone who logged time on two teams gets a row per team. Rename columns when your payroll system expects different headers. 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.

Repeat it next pay period

Open a finished payroll export that hasn’t expired and select Run again. A new export opens with the same filters and columns, moved to the next matching period. Some older exports open on the same period instead, so check the Period before you create the file.