What exports, and how
Exports are a Pro feature. On Free you can read every number on screen – you just
cannot take it out as a file. See plans and features.
CSV
Plain text, comma separated, standards-compliant. It opens in any spreadsheet.Excel (.xlsx)
The same rows as the CSV, but every cell is a real typed value rather than text, so
you can sort, filter and pivot without cleaning it up first.
Grouped reports keep their outline, so you can collapse and expand groups in Excel.
The screen, the CSV and the Excel file always agree
Report totals are computed once and shared by all three outputs. The on-screen total, the CSV total row and the Excel total cell match to the cent, by construction. If they ever disagree, that is a bug worth reporting. See contact support.Large exports run in the background
You can keep working while a background export runs. Narrowing the date range is the
quickest way to keep an export in the immediate lane.
The full workspace export
This is the no-lock-in guarantee: a complete, portable copy of everything in the workspace.
Run it from Settings → Export. It needs the
data.export capability, which Owners, Admins and Finance hold.
Pivot reports cannot be exported yet
A pivot report has no export option. Rebuild it as a grouped report to export it, or export the underlying grouped view. See grouping and pivots.What is in an export depends on who runs it
An export is a snapshot of what you can see, not of the whole workspace.- Columns you lack the capability for are dropped. Someone without
time.viewCostgets a file with no cost column. - Rows outside your supervision scope are not included.
Permissions
Common questions
Why does my Excel file show 16:00 for a 40-hour week?
Why does my Excel file show 16:00 for a 40-hour week?
It should not – durations are written as elapsed hours precisely so they do not
wrap at 24. If you see a wrapped value, check that the cell format was not changed
after the file was opened.
Can I get decimal hours instead of hours and minutes?
Can I get decimal hours instead of hours and minutes?
Yes. Set the report’s time format to decimal, and the export follows it.
Why is a column missing from my export?
Why is a column missing from my export?
You do not hold the capability that column needs. Cost, margin and roster columns
are all gated. See report metrics.
My export link stopped working.
My export link stopped working.
Generated files are kept for a limited time. Run the export again.
Is there an automatic export?
Is there an automatic export?
Reports can be scheduled to arrive by email on a regular basis. See
schedule a report.
Related guides
Export a report
The three formats, step by step.
Export your data
Take a full copy of the workspace.
Schedule a report
Have it emailed on a schedule.
Export a timesheet
Getting a week out as a file.
Export leave
Requests and balances.
Export hours for payroll
The month-end payroll routine.