Custom CSV export

Last updated - Jul 15, 2022 at 9:30AM

Overview

Custom CSV lets you create and save timesheet export formats for reuse. Use them to build reports, analyze time data, or import it into third-party software.

To create an export format, sign in to the TimeDock Dashboard, open Export, and select Custom CSV.

Filters and options

Select how you would like to filter/select your timesheet data for exporting, and the type of timesheet rounding you would like applied to the exported data.

See Timesheet Rounding for information on how each rounding option works.

Data aggregate

Select how you would like to consolidate/aggregate your exported data, by clicking on one of the four options:

1. Each In/Out
   Each IN/OUT entry appears on a separate line. For example, if Joe Bloggs docked in at 7:00 am, that entry appears on one line; when he docks out at 3:30 pm, that entry appears on a separate line.

2. Paired
   Each matching IN/OUT entry will be consolidated into a single line. This allows you to view durations for each time block that was recorded against the employee/s. Tip: If you have two IN transactions in a row then the export will handle this by stopping the first time block just as the second begins so that the time for any employee does not overlap.

3. Daily
   All daily time entries for an employee will be consolidated into a single row, meaning that there will be a maximum of one record per employee, per day. For example Joe Bloggs worked two different shifts on Friday however selecting this option will show only one line item with the total hours from both shifts.

4. Total
   All time entries for an employee will be consolidated into a single row, meaning that there will be only one record per employee that worked within the export period.

Export columns

Add columns to your data template by clicking or dragging from the Columns available list on the right-hand side.

To remove columns from your data template, click the [x] button at the top-right of the column in the template box.

Not all columns are available depending on your selected data aggregate. For example, project/activity data isn't available for the Daily or Total aggregates because it's associated to a single block of time, which a day can be made up of multiple.

Save as a new template

If you want to save a copy of your export template for quick re-use in future, enter a name in the template name textbox before clicking the Export to CSV button.

Any text present in the template name textbox when you click the Export to CSV button will trigger the template to be saved.

Automatic break deductions

Use the Break deductions box to set rules for applying automatic deductions to your exported data. See Automatic Break Deductions for more information.

Select from an existing template

To quickly re-use an export template that you've previously created and saved, click on the Saved templates option under the Data template section.

Click a template name to select it. The selected row is highlighted.

Export data

Click the Export to CSV button to download a CSV file of your timesheet data. A CSV file is a flexible raw-data file that can be opened in spreadsheet applications (e.g. Microsoft Excel) and imported into a range of third party software applications.