In this article you will learn what to do when:
It is time to create invoices for your customers, or
Pay your employees' salaries, or
Send your employees' time records and vacations to your accountant.
The best you can do is to create an aggregated report for the times that your employees worked.
We offer a comprehensive reporting feature that allows you to see or share Excel reports with relevant people.
You can filter your data by all or only some employees, workplaces, customers, or time periods.
Follow these steps to learn how to create such an Excel report.
1. Open side menu
2. Select "Excel report" feature
3. Choose the date range you want to create the report from
4. Select which workplaces should be included
5. Select which employees should be included
6. Select if you want to group the report by employees or by workplaces
This option will affect the order of reported times and how the totals are calculated. That means whether you see "How long all people worked in the workplace" or "How long the person worked across all workplaces".
If you are unsure what to choose here then try one and see what happens. You can always change your settings later.
7. Tap "Preview report" to see it
8. This is what your report looks like. Now you can share it with your accountant or customer.
