Exports

Export work activity

Create detailed activity or grouped totals in CSV, Excel, or PDF.

Export detailed work descriptions with their date, contributor, project, category, and duration.

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 Contributors, Projects, Clients, and Categories to narrow the activity included.
4. 4
   Choose the columns
   Select the columns button, which shows how many columns are included. Add Activity group for each reviewed timesheet entry, or Activity for each individual activity with its Start time and End time. Include Date, Full name, Client, Project, Category, Subcategory, and Hours as needed. 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.