Data Export

Generate customized reports of your working hours in multiple formats for analysis or sharing.

Export Process

1. Navigate to Export in the main menu
2. Select a template or configure filters manually:
   • Report - Choose report type (Data Report, By Member, By Project, etc.)
   • Projects - Select specific projects to include
   • Members - Filter by team members
   • Type - Task type filter
   • Date Range - Set the time period
   • Filter - Task status (billable, billed, paid)
   • Tags - Include only tasks with specific tags
3. Select which fields to include in the Exported Data panel
4. Click Generate Report

Exported Data Panel

The right side of the export screen shows your selected fields:

• Green checkmarks indicate included fields
• Drag fields to reorder columns in the export
• Click Add fields to see all available fields
• Click Add All to include everything or Remove All to start fresh

File Format Options

Format	Best For	Notes
Excel (.xlsx)	Detailed analysis	Supports formulas, formatting, and images
Excel 1904	Legacy systems	Mac compatibility
CSV	Database import	Lightweight, text-only format

Include Images

Excel exports can include images attached to Expenses and Notes. Add the corresponding image fields to your export to embed them directly in the spreadsheet. CSV format does not support images.

Additional Options

• Summarize data columns - Adds totals row for duration and salary columns
• Name - Custom filename for the export
• Recipient (E-Mail) - Send the report directly to email addresses

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Export Templates

Save your frequently used export configurations as templates. Templates store all settings except the date range, so you only need to select dates when running recurring reports.

Click Export Templates in the top right corner to manage your templates.

Creating a Template

1. Click Export Templates → New Template
2. Enter a Template Name (e.g., "Monthly Client Report")
3. Configure all export settings:
   • Report type
   • Projects, Members, Type filters
   • Tags and status filters
   • File format (Excel/CSV)
   • Default filename
   • Email recipients
4. Select which fields to include in Exported Data
5. Click Save

Using a Template

1. On the Export screen, open the Export Template dropdown
2. Select your saved template
3. All settings are applied automatically
4. Adjust the Date Range as needed
5. Click Send email or download directly

Saving Current Settings as Template

Check the Save as template checkbox next to the template dropdown before generating a report to save your current configuration.

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Custom Fields

Create custom columns for your exports using text, numbers, or Excel formulas. Custom fields can reference existing data fields to calculate derived values.

Click Manage Custom Fields in the top right corner to create and manage custom fields.

Creating a Custom Field

1. Click Manage Custom Fields → New Custom Field
2. Enter a Name for the column header
3. Select the Type:
   • Text - Static or dynamic text values
   • Number - Numeric values or calculations
   • Formula - Excel formulas for the exported file
4. Set the Scope (Task level)
5. Enter the Value using field references
6. Set Default Position (lower numbers appear first)
7. Click Save

Using Field References

Reference existing data in your custom fields using curly braces: {FIELD_ID}

Available field references:

Reference	Description
{TASK_ID}	Unique task identifier
{TASK_DATE}	Date of the task
{START_TIME}	Task start time
{END_TIME}	Task end time
{DURATION}	Duration without breaks
{DURATION_WITH_BREAKS}	Total duration including breaks
{SALARY}	Calculated earnings
{SALARY_WITH_BREAKS}	Earnings including break time

Click the copy icon next to any reference in the Available Field References panel to copy it.

Example Custom Fields

Combine project and description:

• Type: Text
• Value: {PROJECT_NAME}: {DESCRIPTION}

Calculate overtime rate:

• Type: Formula
• Value: ={SALARY}*1.5

Add fixed text column:

• Type: Text
• Value: Completed

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Report Types

Report Type	Description	Use Case
Data Report	Raw time entries	Detailed audit
By Member	Grouped by team member	Individual performance
By Project	Grouped by project	Project analysis
Team Summary	Aggregated by member & project	Manager overview
Project Summary	Consolidated project data	Client reporting

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Tips

• Use templates for recurring reports like weekly timesheets or monthly client invoices
• Create custom fields for calculated columns your accounting system needs
• For large datasets, use CSV format for faster processing
• Check spam folder if emailed reports don't arrive (sent from report@timesheet.io)