Adjust Print and Export Columns

Who is this for

This guide is for owner and managers of Team Accounts.

Currently Individual Account users don’t have access to the web app.

Video guide

In this video, I explain how to adjust the columns that appear when printing reports or downloading them. This specifically relates to the web app.

I highlight that notes related to specific time entries won't show up unless you drill down into the employee level and make the notes column visible.

When you download a report, it generates multiple sheets, including a summary and individual employee pages, where you can customize the columns to your preference.

I encourage you to take a moment to adjust these settings to ensure you have the necessary information when reviewing timesheets. This will help streamline your reporting process and make it more effective.

Video transcript

0:00 Okay, let's talk about how to adjust which columns show up when you're trying to make a report or print. It's pretty straightforward.

0:10 You would just click the columns up here, anything that you have visible on this drop down, you can see in the table and it would then show up on the printed page.

0:26 Same thing applies when you're downloading a report. Some things like notes that are related to a specific time entry would, you know, for example, here I've got some notes here for this entry for August 7th.

0:43 This stuff, if you're printing from the timesheet page, which is sort of the top level of, our times, it's not going to include notes.

0:55 Like, it's just too high level at this point. If you want to print those things you've got to go one level in to the actual employee and then have the notes column visible.

1:07 And then when you do print here, that stuff's going to be right there. So we got notes showing up. One other thing I wanted to point out with reports and columns, all that stuff.

1:19 When you do a report when you download the report, it gives you a couple of sheets. Let me put that here.

1:32 And just to show you guys. So when you open the actual report file, it has a few Excel sheets at the bottom here.

1:41 First one summary. The other one's the employee. I mean, if you guys have more employees, they'll keep just showing up here.

1:49 And the summary page has the same information as you would see in just a root view, when you're looking at timesheets, and then the individual employee pages will have the same information.

2:00 as if you were digging into a specific employee. And if you want to adjust what shows up in the report, in terms of the columns, for the summary page, the first sheet, it's everything that you adjust here, the columns, just like when I'm printing.

2:20 And for the individual employee sheets, you can go in, change these columns once, and then it'll save those settings. because it's like okay these are the columns we care about when looking at an employee and then when you come back to the the root level and download the report it'll

2:40 include the same columns there. And that's it. I think that should give you a good explanation of how to adjust what shows up on print and what shows up in your reports.