Data export

Generate reports of your working hours in Excel or CSV format for analysis or sharing.

Export process

1. Open Export in the main menu.
2. Select a template, or set the filters manually:
   • Report: choose the report type (Data Report, By Member, By Project, and others).
   • Projects: select the projects to include.
   • Members: filter by team members.
   • Type: filter by task type.
   • Date Range: set the time period.
   • Filter: filter by task status (billable, billed, paid).
   • Tags: include only tasks with specific tags.
3. Choose 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 mark the fields that are included.
• Drag fields to reorder the columns in the export.
• Click Add fields to see all available fields.
• Click Add All to include every field, or Remove All to start over.

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 matching image fields to your export to embed them in the spreadsheet. CSV format does not support images.

Additional options

• Summarize data columns: adds a totals row for the duration and salary columns.
• Name: set a custom filename for the export.
• Recipient (E-Mail): send the report directly to email addresses.

---

Export templates

Save your frequently used export configurations as templates. A template stores all settings except the date range, so you only need to select the dates when you run a recurring report.

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

Create a template

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

Use a template

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

Save the current settings as a template

Select the Save as template checkbox next to the template dropdown before you generate a report. This saves your current configuration as a template.

---

Custom fields

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

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

Create a custom field

1. Click Manage Custom Fields, then 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 the Default Position (lower numbers appear first).
7. Click Save.

Use 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 an overtime rate:

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

Add a fixed text column:

• Type: Text
• Value: Completed

---

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 and project	Manager overview
Project Summary	Consolidated project data	Client reporting

---

Tips

• Use templates for recurring reports, such as weekly timesheets or monthly client invoices.
• Create custom fields for calculated columns that your accounting system needs.
• For large datasets, use CSV format for faster processing.
• If an emailed report does not arrive, check your spam folder. Reports are sent from report@timesheet.io.