This ensures that your reports can encompass both your past and future data.

To import your time entries into Time Analytics please follow these steps:

1. Go to the “Settings”
2. Choose the “Import tab”
3. Download the import example file.
4. Fill the columns following the instructions from the table below
5. Save the file in Excel or CSV format on your desktop or another location.
6. Upload the file by dragging and dropping the file or by clicking on the Upload section.
7. After successful upload click on the “Import” button.
8. After successful import you will get an email notification.

Note:

• Make sure all team members are verified and created.
• Please do not remove headings (column names) from the import file. Otherwise, the file will not be valid.
• Please make sure the number of rows is not higher than 500 per import file.

The post Timesheet Import appeared first on Time Analytics.

1. Click “Timesheet” in the main menu
2. Choose the Daily type of timesheet
3. Choose the date range in the calendar
4. Click the “Export” button and the report will be automatically saved on your computer

Still need more support? Get in contact with our support team via chat or email.

The post How to export all may data appeared first on Time Analytics.

• Find the report you want to export (all exportable reports are in the Analytics section)
• Set the date range and other filters to get the report you want
• Click “Export” and choose whether to export in Excel or PDF format.

Need more support? Get in contact with our support team via chat or email.

The post How to export reports appeared first on Time Analytics.

• Timesheet – Daily (Main Menu > Analytics > Timesheet > Daily > Export)
• Timesheet – Weekly (Main Menu > Analytics > Timesheet > Weekly > Export)
• Teams reports (Main Menu > Analytics > Reports > Team > Export)
• Detailed performance reports for certain team members (Main Menu > Analytics > Reports > Team > Details > Export)
• Clients reports (Main Menu > Analytics > Reports > Clients > Export)
• Detailed performance reports for certain Clients (Main Menu > Analytics > Reports > Clients > Details > Export)
• Projects reports (Main Menu > Analytics > Reports > Projects > Export)
• Detailed Performance reports for certain Projects (Main Menu > Analytics > Reports > Projects > Details > Export)
• Tasks reports (Main Menu > Analytics > Reports > Tasks > Export)
• Detailed Performance reports for certain Tasks (Main Menu > Analytics > Reports > Tasks > Details > Export)
• Time Off reports (Main Menu > Analytics > Reports > Time off > Export)
• Invoices (Main Menu > Analytics > Reports > Clients > More > Invoice)

Need more support? Get in contact with our support team via chat or email.

The post Which reports are exportable? appeared first on Time Analytics.

• Clients
• Projects
• Tasks

The data is imported through a CSV file. Permission to do CSV imports is limited to Admins

1. Click “Settings” in the main menu
2. Click the Data import tab in the header

STEP 1

1. Download the CSV file
2. Fill a names of Clients, Projects and Tasks in appropriate columns (do not change column names in the header)
3. Save a file as CSV format at your desktop/disk.

STEP 2

1.     Upload the file by clicking the “Upload” button
2.    Check appearance of Clients, Projects and Tasks in Manage section

You can download the CSV file here as well.  The CSV file contains the following columns:

• Clients
• Projects
• Tasks

Please do not change column names in the header. You can import one or a specific set of columns.

You can see specific examples of projects and tasks here.

This way, you can create full lists of projects, clients and tasks in Time Analytics. You can see those lists in the Manage section in the main menu.

To complete the setup, make sure to fill in additional specific information on clients in the Manage section.

Need more support? Get in contact with our support team via chat or email.

The post How to import clients, projects, tasks or users appeared first on Time Analytics.