Export Timesheets to CSV (with Insights)

  • Updated

Who this feature is for

  • Those set up as a Dashboard User with access to Web Timesheets in the Assignar Web App.
  • Those required to export Timesheet data from Assignar into their Payroll system.

Once you've approved your Timesheets, you can use Insights to export timesheet data and import into ERP or Payroll solution. With Insights, we have Payroll Export Templates that you can use to export your data and import into your Payroll system.

Did you know you can also export Timesheets from our Web Timesheets page? We strongly encourage you to check it out as our Overtime Rules page is currently not compatible with Insights, plus its much easier to manage and use!


To begin, find the right template you need from the All Insights page

  1. Go to the All Insights page
  2. Use the search bar to find Xero, MYOB or Quickbooks templates by typing either of these product names in the search bar. Alternatively, you can choose the Payroll Export option from the Type menu.




Next, select your desired Payroll template

A payroll report will then be generated for the selected date range.



Modify the time range and / or workers included in the report

By clicking on the filter buttons in the top left corner of the report.



Next, let's download the data

  1. Click on the more_vert.png icon.
  2. Select Download Data.


Not Using Xero, MYOB or Quickbooks?

No problem. You can still use these templates and modify them without having to start from scratch.

  1. Click on the more_vert.pngicon.
  2. Select Explore from here. This will open an Insights Explore view.



3. In the Explore view, Remove the columns that you don't need by clicking on the settings.png icon and selecting Remove.



4. You can add columns by navigating the available fields and clicking on the data type you want to add.


5. Drag and drop (click and hold) columns to position them in the report.


Email this data to those without Insights

You can share report outputs by email. To do so:

  1. Click on the settings.png icon in the top right corner of the report view, next to the Run button.
  2. Choose Send.



3. In the dialog that appears, enter email addresses for all recipients and the desired format for the report result data.

4. Click Send to generate and send the report.



You can also generate reports based on a schedule

For even more automation, consider using a scheduled report. This option allows you to generate reports at scheduled intervals and shares to the appropriate people. To set this up:

  1. From the report menu, select Save and schedule.
  2. You will have to save the "Look" in your Assignar environment for future use, then set delivery options. 


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