Export Timesheets

It is possible to export timesheets, either as an XLS file or as a CSV file.You can export them in two ways, either for a specific project or across all projects.

Filter options

 Export timesheet for a specific project

  1. Navigate to your project from your portal.
  2. Click Timesheet in the left menu.
  3. Click Other Actions in the top right corner, next to Filters and select Export Timesheet.
    Export Icon
  4. Specify the project user in the Login Name field.
  5. Choose the date range to export and the desired format of export (xls / csv).
  6. Specify the Billing Status field.
  7. Click Export to proceed.
Export Timesheet

 Types of filters in Timesheet page

  • You can apply filters over four fields to the maximum in your project based timesheet.
  • The fields are User, View, Type, and Approval Status.
    • The Approval Status filter is available only in the Premium and Enterprise plans
  • The User filter has all the project users in it and you can select or multi-select users of your choice.
  • The View filter has all time based options like week,month,day and your project span.
  • Billability options are available in the Type filter.
  • Approval status options are available in the Approval Status filter.
Types of filters

Applying filters in Timesheet page

  1. Select the required filter criteria and click Find to get the timesheet details.
  2. Use the two way arrow at the right corner to span across the time period that has been selected in the filter (i.e.month or day or week or project span).
Applying filters for timesheets within a project

 Export timesheet across all projects

  1. Navigate to the main Home tab of your project portal.
  2. Click My Timesheet in the left menu.
  3. Click Other Actions in the top right corner, next to Filters and select Export Timesheet.
  4. Specify all the fields with the required data.
  5. Click Export to proceed.
Export timesheet across all projects

 Types of filters in My Timesheet page

  • There is an additional filter called Project filter in the My Timesheet tab.
  • The Project filter has the list of all projects created under your portal.
  • You can select one or more projects to view the respective timesheet details.
  • All other filters are the same as the filters present in the Timesheet tab present inside any specific project.
Types of filters in My Timesheet page

Applying filters in My Timesheet page

  1. Select the required filter criteria and click Find to get the timesheet details.
  2. Use the two way arrow at the right corner to span across the time period that has been selected in the filter (i.e.month or day or week).
Applying filters for timesheets across projects

Note:

  • The Approval status filter is available only in the Premium and Enterprise plans.
  • The option Project Span in the View filter is available only in the Timesheet tab inside a specific project. It's not applicable for My Timesheet tab since multiple projects are filtered in it.
  • You can also export timesheets as PDF files using the Export to pdf option similar to Export Timesheet option.

 Export timesheet for Active and Archived projects

It is possible to export timesheet for active projects or archived projects or both active and archived projects in one go.

  • Navigate to Home->My Timesheet
  • In Other Actions, select Export Timesheet
  • In the Project Status drop-down, select the status that you want. You can choose to select Active projects or Archived projects or Both Active and Archived projects
  • Specify other inputs and export accordingly

export timesheet for active and archived projects

 Related Topics

Invoice and Billing | Group Timesheets and View Reports