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Module: Export

The Export module will allow you to extract your timesheet data to PDF, CSV (Spreadsheet) and HTML.

While you can directly start using this module as-is, you may also have a look at the Export Settings module wich allow you to set up the header, the footer and the paper format of your PDFs. The Export Settings module is available in your Settings screen (Available to Admin only).


Start Exporting

The Export module can be used in your Dashboard but also on any company (customer), project or employee, the data being filtered accordingly.

First, add the module to the screen you want. Look for "Export" in the catalog.

By default, 2 columns are displayed: Person and Hours




Configuration

The first step will be to define the columns you want to be displayed in your export.

To Add columns

  • Click on an existing column header
  • Choose in the drop down menu <-- Add a column or Add a column --> depending on where you want the column to be placed on the right or the left of the current column
  • Once the column has been added, choose in the drop down menu the data to be displayed (Company, Date, comments, ...)

BeeBole Timesheet export - Column selection

To Remove columns

  • Click on the column header and select remove in the drop down menu

Define the selection period

Use the period tool bar to select the period for which you want the timesheet data.

Export - Period selection

The selected period will be displayed in your PDF and HTML export and will be used in the filename.


Advanced Configuration

BeeBole Timesheet Export - Status selection


Click on the Advanced link in the top right corner of the module to define the status of the hours you want to be displayed


Export


Select the output format you want and click on the corresponding icon.

Currently we support 3 formats:
  • PDF

  • CSV (Standing for "Comma Separated Value", a standard spreadsheet format)
    If you run a European version of MS Excel, the file may not open as expected. Read more.

  • HTML
The HTML format can easily be copy pasted to any Word like software.


Refine your selection / filtering

While you can use the Export module in any customer, project or employee screen to only display the data related to that specific entity, you also could directly filter the data with a few clicks.

Most of the entries appearing in the columns are clickable. Clicking on one of them will automatically filter the results appearing in the module to only display the entries specific to that entity.

A simple example. Let's assume you have 3 columns displaying Employees, Customers and hours done:


BeeBole Timesheet Export - Filters 1


Clicking on "Lucky Strike" will automatically filter all the results to only display the hours done on that specific customers.

Also note the "Lucky Stricke" name that just appeared next to "All Hours" at the top of the table to easily go back to the previous selection.


BeeBole Timesheet Export - Filters 2