Exporting Detailed reports with customer information

Before the new reports I was able to export a detailed report that contained line items for each time entry. The report included date, project, client and duration. I can no longer find this report. Every report seems to be missing the Client column. Has anyone else found a way to include a Client column for each line item?

  • Be clear and concise.
  • Check if your question has been asked before. :mag:
  • Be respectful and thank those who help. :slight_smile:

Heya! You should be able to get these columns by using the Detailed Reports screen!

-Jake

I had the same issue as you with the Detailed report. I found the Export > CSV (Legacy) file had the client information I needed. Would have been so great if there was a dropdown or other way on the screen to select which columns (like Client) we wanted to add to the canned Detailed report.

Hey Pamela! With new reports, you can choose which columns you want to see in the detailed report :slight_smile:

I am on the “free” plan. Where on the screen would I choose columns? I didn’t see a widget. Help appreciated!

You should be able to choose the columns as they appear in the resulting report. So in the Detailed Reports screen, the report that appears will have columns like “Description”, “Duration”, “Member”, etc. Click on those to manage/hide them, or click on the plus icon to the right of those column headers to add more!

Aha - that’s what I needed - to be directed to the tiny + sign at the far right column. And I see I can move the columns around, AND that the settings persist after I navigate away and come back to the report. Thank you so much!

1 Like