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 extension menu beside it to choose CSV, Excel, or PDF.
3. 3
   Set the period and filters
   Choose the date range 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
   Open Columns. Include Client, Contributor, Project, and Hours. Add Billable value or rate fields when the recipient needs financial data. You can add, remove, rename, and reorder columns.
5. 5
   Create the file
   Check the live preview, then select the Create button for your chosen format. The completed file appears in export history.