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Guide / Sharing and exporting

Share & export: which option do I use?

Excel, a date range, everything at once, or a timesheet your client can approve.

On Week and Month the Share & export menu has three choices:

  • Download as Excel gives the week or month you are looking at.
  • Export a date range lets you pick any dates (up to a year), such as "March 3 to April 20".
  • Send to a client for sign-off makes a timesheet link (see Client sign-off timesheets).

To take everything with you (all clients, all time), use Account, Your data, Download everything. It is a zip with one combined workbook, one workbook per client, and plain CSV files.

Excel files have the hours as numbers with live totals. Time on days you marked non-billable is left out of exports (see Non-billable days).

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