How Do I Use The Export Client Report?

This guide will show you how to export client structure data using the client export. This export lets you create a custom Timemarker export that targets specific information.

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

Index
Export Client Example
All Client Columns

Export Client Example

1. Click Exports and select Client

   
   
    

2. Filters
   You can use the following fields to filter the data exported. In this example, we will leave all fields at their default settings; each field is explained below. 
   Client - The export will only return data for the selected client. 
   The name of this field and export is set on the Settings / Company page. Your field and export names may differ.

   
    

3. Excluded and Included columns
   This section lets you select which columns to include in the export. Only columns listed in the included columns list will be exported. A column can be moved by clicking the column name to highlight it and clicking the right arrow. It can also be removed from this list by selecting it and clicking the left arrow.
   Clicking multiple column names will select them. A column name can be unselected by clicking it again. 
   Client, Project, Activity*, and Expiry Date have been moved to the Included Columns in this example.
   *In our example, these are called Client, Project and Activity. Level names are set on the Settings / Company page, and your names may differ. 

   
    

4. Export Button
   Clicking this button will generate an export based on your selected settings. 

   
    

5. Export Example
   This is a simple export that shows the selected levels and an expiry date, if one has been set. You can add additional fields to the export. A list of all fields has been provided below.
   
   

    

   All Client Columns
   This section lists all column names available for the Client export.  

   1. Client
      This field name is set on the Settings / Company page as your Level 1 name.
   2. Project
      This field name is set on the Settings / Company page as your Level 2 name.
   3. Activity
      This field name is set on the Settings / Company page as your Level 3 name.
   4. Sub Activity
      This field name is set on the Settings / Company page as your Level 4 name.
   5. Task
      This field name is set on the Settings / Company page as your Level 5 name.
   6. Expiry Date
      Displays the item's expiry date. When an expiry date is reached, the item is deactivated. It will not show in the timesheet weeks later than the set date. For more information about expiring an item, please click here
   7. External Ref
      Shows the external reference for the item, if one has been set. 
   8. Account Code
      Shows the account code, if one has been set. 
   9. Is Time Entry Item
      Shows if the item can have time recorded at that level
   10. Non-Billable
       Shows if the item is billable or non-billable
   11. Linked Template
       Shows if the item is linked to a template. For more information about Templates, please click here
   12. Is Usable as a Template
       Shows if the item is usable as a template. For more information about Templates, please click here
   13. Exclusively a Template
       Shows if the item is exclusively a Template. For more information about Templates, please click here
   14. Custom Cost Rate
       If this item has a global custom cost rate, the amount will be shown. If the item has custom cost rates for staff members, the field will say yes. You can run the Custom Rates report to view all custom rates in the system.
   15. Custom Bill Rate
       If this item has a global custom bill rate, the amount will be shown. If the item has custom cost rates for staff members, the field will say yes. You can run the Custom Rates report to view all custom rates in the system.