Topic
Tradify has 2 different options to export timesheet data from Timesheets in Tradify Web.
Both these files download as a CSV file that you can view/edit in Excel, Google Sheets, or Numbers.
Where to Export
- Navigate to the Timesheets Page.
- Select Options.
- Then select the file type; timesheets export or timesheet summary.
Export Timesheets to File
This option includes a more detailed data export, including the following sections:
| Column | Description |
|---|---|
| Date | Date timesheet was entered, in the format YYYY-MM-DD |
| Start Time | Start of timesheet entry, e.g. 08:00 |
| Finish Time | End of timesheet entry, e.g. 18:00 |
| Duration |
Total hours of that timesheet entry, e.g. 10:00 |
| Staff Member |
Relates to the staff member who entered the timesheet entry. |
| Billing Rate | Relates to the billing rate used on the timesheet entry. |
| Task | If there is a Job Task attached to the timesheet entry |
| Notes | Relates to the notes entered on the entry. |
Export Timesheet Summary to File
This option includes a daily summary of the number of timesheet hours each day per staff member, including the following sections:
| Column(s) | Description |
|---|---|
| Staff Members | Relates to the staff member who entered the timesheet entry. |
| Days of the Week | Each day of the week, featuring total hours for each day, e.g. 10:00 (Monday - Sunday) |
| Week Total | Total hours recorded by that staff member for the week, e.g. 37:00 |
| Billable Total |
Total billable hours (this refers to timesheets that are linked with jobs) excluding orange - non-billable timesheets in Tradify. |
You can customise the day your week starts on to match your payroll settings in Timesheet Settings
Timesheet Reports
Doesn't have the information you're looking for?
Check out Reports > Timesheets and Understanding the Timesheet Reports for another timesheet reporting option in Tradify.
Additional Information
For more info on Exporting see here: How Do I Export my Customers to File?
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