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Recruitment: How To Export Timesheets

You have the choice of exporting Timesheets as a CSV, PDF or HTML.

Go into Timesheets and use the filters and date range to find the Timesheets you would like to export.

You can filter by Client, Role and/or Candidate.

If you’d like to export all the Timesheets for all the Clients and Candidates in your chosen date range, leave all the filters blank.

Please Note: If you’d like to export ALL the Timesheets from your chosen date range, you’ll only be able to export them as a CSV or HTML.

Once you’ve chosen your Timesheets to export, click on the ‘Options’ button next to the date range and select how you’d like to export them.

If you click on ‘Export PDF’ or ‘Export CSV’, a the file will be exported and downloaded to your computer. If you click ‘Export HTML’, a new tab will open showing the Timesheets you’ve selected.


Troubleshooting

I would like to export my Timesheets as a PDF but that option is greyed out on the dropdown
You will need to filter your Timesheets in your chosen date range by Client before you can export them as a PDF.
The Timesheet information I need isn’t on the PDF I’ve just exported
The PDF export shows just a summary of the main information on your Timesheets. If you’d like the fully comprehensive list of information stored in the Timesheet system, export your Timesheets as a CSV or HTML.
Updated on September 7, 2022

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