Reports & Analytics
Exporting CSV / Excel / PDF
Common export patterns and tips
Almost every report has Export buttons. Here's what each format is good for:
CSV
Best for: Excel / Google Sheets pivot tables, importing into payroll systems, scripting downstream. Plain text. No formatting. Phone numbers prefixed with ' so spreadsheet apps don't mangle leading zeros.
Excel (.xlsx)
Best for: handing to a finance/HR person who'll open it in Excel directly. Includes header styling and column widths. Phone numbers stay as text.
Best for: archiving, audit trails, sending to a customer. Read-only, paginated. Good for <500 rows; very large reports may slow down.
Filter-aware exports
Export buttons reuse your current page filters. Set the filter to exactly the slice you want before clicking Export — the file will match what's on screen (plus any rows on hidden pages, since exports include the full result set).
What columns get exported
The shared records-table exports include: Date, Worker Name, ID Number, Phone, Site, Shift, Check In, Check Out, Deviation ("Late 12m" / "Early 5m"), Hours, OT, Status, Has Photo ("in" / "out" / "in+out"). The shift / deviation / has-photo columns are appended at the end so existing payroll integrations don't break.
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Last updated: May 6, 2026