Exports are a necessary part of your Payroll process. They are used to gain information about who worked, when, how long, and where. While all of Connecteam's Time Sheets Exports options are amazing, especially the Auto reports, you may want your export to contain only certain information or for that information to be ordered in a certain way. Our Custom Exports capability allows you to do just that. Now let's get started on building our export.
Where to find the Custom Export Capability
Like all the export capabilities the Custom Exports is located in the Time Clock feature. Simply access the relevant time clock go to the timesheets tab, select exports, and “create a new template”. Now begin designing your custom export.
Now that we have created a template it's time to customize it. This is done by setting all your Report Columns and Report Settings. Let's take a look at how to see this up below.
These contain all the information that will be in your custom report. Whether it is the standard information that comes in most timesheet reports such as Name, Job, Total Shift hours Total paid hours, etc., or a Custom Field from the user profile - it can all can be added to the report columns.
To active certain information in your custom report make sure it is toggled on in the on the report column section. Only these report columns will appear in the custom report.
In the example below you can see that I have toggled on the columns such as first name, weekly total hours, work hours, and more. I have also toggled off columns I dont want to include in the report such as phone number or email.
If you want to add a Custom Field as a category in your report column, simply click on the Add button and select which Custom Fields you want to add.
In the example below I added the Position Custom field to my Report Columns, however in your case it can be any Custom field you created in the user's profile.
Please note, that's all Custom Fields added to the report, are automatically toggled on.
Pro tip: Did you know that you can rename the report columns and change the format it is displayed in? Did you also know you can reorder them to be in any order you would like? This takes report customization to the next level!
To rename the report category hover over the report column asset and select the settings symbol, then rename the category and select the desired format.
For columns containing non-numerical data such as first name, last name, job, etc., the format can be set to none, uppercase, lowercase, or no space.
For columns with numerical data such as work hours, total paid hours, total paid absence hours, etc., the format can be set either according to your time clock settings or to a time or decimal formal
To reorder the report columns simply drag and drop the column in the order want it to appear.
The report settings allow you to select a variety of criteria before exporting your Custom Report. First, let's access the settings by clicking on the options tab.
Now let's go over all the options.
File type: You can set the file to as either a CSV or an Excel file
Sort by Column: The columns you have toggled on can be sorted by any Custom Field in the user's profile.
Sort by type: Here you have the option to sort the column either by A-Z or Z-A.
Report type: Since what you are reporting is a Custom Report from the Time Clock feature the report type will always be set to date.
There is the option to exclude users with no entries, meaning they will not be included in the Custom Report, or to include the user's name on every row.
Saving Your Custom Report as a Template
Did you create the perfect Custom Report? That's great! Now, rather than creating it each and every time, simply save it as a template and save yourself tons of time.
To save a Custom Report as a Temple, simply select “save as a template” after creating your desired layout.
Now automate the process by easily accessing your Custom Report Template whenever you need it. To access a Custom Report template simply enter the time clock, timesheets, click on exports, and your previously created Custom Report Templates will be listed there. Simply click on it and voila! You have exported your custom report.
How will my Report Look When Exported?
Every change you make while customizing your report will always appear in the export preview directly to the right of your report columns, meaning there are no surprises! You can see the exact format of custom reports prior to exporting them.
Once exported, your report can be opened in Excel or imported to your company's desired Payroll Software. Take a look at how the finished Custom Report looks below.
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