Plans 💳 : Everyone
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For legacy plans, please refer to the article here.
Timely lets you create beautiful Shared Reports for clients and colleagues, as well as simply documenting Timely data for your own records. So it makes sense they can also be exported in Excel, PDF and CSV formats to suit different needs. Here's how to go about exporting! 📁
Create a Report
From the Reports page, create a custom report and select your desired filters from the options along the top. Once you've set your preferences and saved your report, click the “Export” option in the top right hand corner.
Before selecting your preferred file format, you need to select/deselect the columns you want to include in the report under the “included columns” section.
If you’re an admin user and would like to customize the order of those columns for an export, click the “manage column order” button at the very bottom. Any updates to this column order will apply to the entire workspace.
Note: When exporting data from a custom report, you'll want to double-check that the included columns selected are relevant and necessary to the report in question. For example, removing the hours data source in the report won't automatically uncheck the hours columns in the export. You'd want to uncheck those unneeded columns for a more concise export.
Export your Report
Once you've made your column selections, choose the file format you want (Excel, PDF or CSV) and save your report to your desktop:
There are three export formats available within Timely:
Each of these can serve or be used for different purposes depending on the type of work you do or the type of company you’re a part of.
Your .csv exports can be downloaded an opened in tools like Excel or Google Sheets with the raw data from the report you’re exporting. These are especially handy if you want to pipe your data into other tools to visualize your information. Likewise, if you already have templates built in Excel or Google Sheets, you can reference the cells, rows or columns to work with formulas you’ve already written to help you incorporate and present Timely data in a way that helps your team.
Downloading reports as .xls files can be great if you’re looking to slice and dice data in Excel via pivot tables and get going with the information right away. Simply having the numbers isn’t enough, so being able to break them down further with Excel’s extended suite of tools can help you make more accurate data-driven decisions faster!
Note: In order to display more relevant information in our .xls and .csv reports, we’ve added columns and reformatted the layout, which may affect any custom templates or formulas you’ve created that connect Timely data with other sources. To give you time to adjust the changes, legacy versions of our .xls and .csv exports will be available until April 1, 2021. All new workspaces created after December 1, 2020 will not have access to legacy reports.
PDFs are great in that they’re simple and clean. If you bill your hours, using a PDF export is a simple way to grab information for a client — either as an invoice or as proof of hours worked. If you don’t bill your hours, PDF exports can operate as simple timesheets to be used for internal tracking, 1:1 meetings or stakeholder updates for projects in progress.
Note: If Timely thinks your report is too large to download directly, it will send it to your Timely-registered email address within a few minutes. You'll see this notification:
Exporting timesheet reports
If you need to quickly create and export timesheets for yourself or your team, you can do so from the dedicated “Timesheets” tab within Reports as well. Simply set the date rate and select users, projects and tags to gather the info you need. Hit “Export” to download the report as an XLS, CSV or PDF file and you’re done!