Timely's sharable public reports let you send beautiful updates to clients and colleagues, as well as helping you extract your Timely data for your own records. So it makes sense they can also be exported to suit different needs as Excel, PDF and CSV files. Here's how to go about exporting! 📁
Create a Report
From the Reports page, create a report template and select your desired filters from the top of the page. Once you've set your preferences and saved your template, click the 'Share/Export' option, followed by 'Export' from the dropdown.
Before selecting your preferred file format, you need to select/deselect the columns you want to include in the report.
If you created a Public/Shared Report from the same template, the options you selected on the individual report charts (Clients, Projects, Users, etc) will not be applied to the exported reports. For example, if you do not want to see planned time on your exported reports, remember to deselect this from the 'Export' drop-down.
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 types of export options 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 have other tools that you want to pipe this data into to visualize the information. Also, 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 expand on or present this 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!
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, 1:1s between managers and employees or part of rundowns for projects in progress.
Note: If Timely thinks the report is too large to directly download, it will send it to your Timely-registered email address within a few minutes. You'll see this notification: