Exporting Time ~ Time TAB

A Time Export is used to retrieve customized data from Time records for integration with external accounting and billing systems.

The export file can be formated in either *CSV or **XLS file formats (see additional details below on file formats)

NOTE: Export Templates are built to detail customized data to be retrieved from Time records.

For additional information on Export Templates

See: Adding an Export Templates

Navigate to Time TAB

Tab List View

Tab List View

1. Choose time records to export by clicking the checkbox next to their line on the List view

2. Click Export button

Export Data ~ Template Choice

Export Data ~ Template Choice

Choose from the available Export Templates

Export Data ~ Format Choice

Export Data ~ Format Choice

Once the Export template is chosen

Choose from the two format options for the format of the exported data

~ Export to CSV *

~ Export to XLS **

Click Done to return to the Time TAB without exporting

 

* CSV export

* CSV export

What is a CSV file?

A comma separated value file.

.CSV is a format that is widely used and can be opened in Microsoft Excel or Open Office.

** XLS export ~ to MS Excel

 ** XLS export ~ to MS Excel

What is a XLS file?

A Microsoft Excel 97 to 2003 Workbook file

.XLS is a format that is widely used and can be opened in Microsoft Excel versions 1997/2003 and newer