A Time Export is used to retrieve customized data from Time records for integration with external accounting and billing systems. Please note, Export Templates are built to detail customized data to be retrieved from Time records.
Navigate to the Time Tab
Tab List View
- Select the checkboxes to choose the Time records to export
- Click the Export button
Export Data: Template Choice
Choose from the available Export Templates.
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.
For additional information on Export Templates see Adding an Export Templates.