Exporting Reports

Abstract

How to export reports to PDF, CSV or Excel - or to print

Important

  • Viewing worklogs for your team members in Tempo Reports requires the View Worklogs and Browse Projects permissions. To see worklogs for other users in a project, you need to have the View All Worklogs permission.

  • To report on planned time, you need to have Tempo Planner installed. Viewing plans requires the View Plans permission.

Exporting Logged Time or Planned Time Reports

If you want to continue working with your Logged Time or Planned Time report data in another application, you can export the report you are viewing to CSV or Excel format. You can also print a copy or export it to a PDF for sharing and printing. All of these options respect the filters and grouping you've selected for your report.

If you'd like to get the "raw data" -- where filters are reflected but grouping is ignored -- it's also possible to do so. This gives you the flexibility to process the data separately, outside of Tempo.

  1. Select ReportsReports_LessPadding_copy.png in the Tempo sidebar.

  2. Create or open the report you want to print or export.

  3. Click Export at the top-right, and then select an export option.

    Export_Report_Dropdown.jpg
  • PNG - Allows you to generate graphic images with charts and high level report data to use in presentations. This option is only visible if you have opted to show charts in your reports.

  • PDF - Immediately generates and downloads a formatted summary report that reflects the filters and groups you selected, and shows the total hours logged. The reporting period and total hours logged are displayed in the header, and the current date and page numbers in the footer.

  • XLS and CSV - Immediately generates and downloads a formatted summary report that reflects the filters and groups you selected, and shows the total hours logged.

  • Printable View - Opens the report in a preview tab where you can change the orientation of the report before printing. You can save the report to PDF using the browser print options.

  • Download Raw Data - Downloads raw data to CSV or Excel (XLS, XLSX) formats. The data included in the export reflects the filters you used but not your groupings. The report is generated and downloaded immediately, and includes all possible categories and fields in separate columns.

Note

  • If you choose to download your raw report data to Excel, Tempo will create a file with two tabs - Worklogs and Users. Worklogs shows the exported data with the Worklog column as the primary key, and Users shows the exported data with the Fullname of the user as a primary key.

  • If you are exporting a report containing characters from the Cyrillic alphabet, you should export to PDF before printing your report to ensure the proper display of your data.

Exporting Planned vs. Actual Reports

The export options are more limited for Planned vs. Actual reports than for Logged or Planned Time reports. However, you can export your report to be printed or saved as a PDF file.

  1. Select Export to the upper-right, then select Printable View.

    Planned_vs_Actual_export.jpg
  2. A preview of the report is displayed from where you can change the orientation of the report before printing. You can save the report to PDF using the browser print options.

  3. When you are done, click Print.