Export lists of people, projects and clients

Overview

There are two ways to export these lists. Use the list pages to get Excel of the list data currently displayed. Use the List export reports in the Report Center to export the configuration and reference data in your account, not transactional records. Their output is a tab-delimited or comma-separated text file. They cover the people, clients, projects, divisions, tasks, leave types and employment types configured in the account.

Before you start

• The Report Center is at Company → Reports. You need to be an administrator, or a manager with Run company reports; the reports you see depend on your permissions.
• The Miscellaneous category lists the seven List export reports as separate rows: Export People List, Export Project List, Export Client List, Export Division List, Export Task List, Export Leave Type List and Export Employment Type List.

Steps

Export from a list page

1. Go to Company, then select the People, Projects, Tasks, Clients or Divisions tab.
2. In the toolbar at the top of the list, click Export to Excel.
   

Export to Excel exports the list data currently displayed. The Employment Types page also has an Export to Excel button in its toolbar.

Open a List export report in the Report Center

1. Go to Company → Reports, then select the Reporting Essentials tab.
2. Expand the Miscellaneous category.
3. Click the row for the report you want.
4. Read the dialog that opens over the list: it shows the report name as its title, a description paragraph and a sample-output picture of the report.

Choose records and run the report

1. Choose pick, select all or select active clients.
2. Select the checkboxes for the items you want.
3. To hide inactive items, click the hide inactive link above the list of checkboxes, for example hide inactive clients.
4. On the people, project, client, division and task reports, to include custom fields, select Include custom fields at top left. The leave type and employment type reports do not have this checkbox.
5. Click Run Report.
   

What to expect

• Each List export report opens on a page titled Reports, then Miscellaneous, then the report name, with the description under the title.
• Each report page has a One of my favorites checkbox and a sample-output panel under the top Run Report button.
• The leave type and employment type reports have no Include custom fields checkbox.
• The people, project, client, division and task reports describe their output as a tab-delimited text file.
• The leave type and employment type reports describe their output as a comma-separated text file.
• Export People List - the chooser has three tabs, People, Divisions and Employment Types, and lists each person as a name with an email address in brackets. The sample shows Person Name, Email, Employee Number, Start Date and End Date columns.
• Export Project List – the chooser has two tabs, Clients and Projects, and labels each project with its client and project name. The sample shows Client Name, Project Name, Project Number, Start Date, End Date and Project Manager columns.
• Export Client List – the chooser is a single list with no tabs. The sample shows client name, short name, client number and accounting package client ID columns, plus an active or inactive value for each client.
• Export Division List – the sample shows division name, accounting package division ID, active and notes columns.
• Export Task List – the sample shows task name, task code, accounting package task ID and active columns.
• Export Leave Type List – the chooser has the heading Choose leave types:.
• Export Employment Type List – the chooser has the heading Choose employment types:. The sample shows Employment Type Name, Is Active, Accounting Package Employment Type ID, Notes and Employment Type ID columns.

References

• Reporting Center Overview
• Run Basic Reports
• Customizable Data Export Overview
• People Reports