How Do I Use The Tempora Export engine

The Tempora Export engine can be used to create your own reports based on data that you wish to see. This guide will show you how to use the export engine and which export profile is most likely suited to your needs.

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

1. Click on the Reports button:
   
   
   
   
   
2. Select Export here you will have a list of export profiles: We shall focus on the two most commonly used profiles Export Staff Update and Export Time and Time Costs.
   Export Staff update is useful for creating a custom report of staff account data, Departments, Job titles and Leaving dates
   Export Time and Time Costs is useful for creating a custom report to see how staff have spent their time for clients with only the data you wish to see.
   
   
   
   
   

Export Staff Update

1. Select Export Staff Update, The top section will allow you to select the data you would like to export. We will leave these values at their default settings.
   Company - This can only be changed if you are able to report on multiple companies
   Department - This will allow you to report on a select Department
   Staff -This will allow you to report on a select staff member
   Export Type - Most exports will be a CSV but this option will allow you to export to a TXT or XML file
   All - This will report on all staff
   Current - This will report on all active staff members
   Leavers -  This will report on all expired staff members
   
   
   
    
2. Use the >> button to move across the information you wish to export from Excluded Columns to Included Columns. In the example below, we have exported the Display Name of each staff member, their Tempora Joining Date, their External Ref which is often used to match accounts between systems when importing data, their Department, Job Title and Business Email.
   
   
   
   
   
3. Click Export :
   
   
   
   
   
4. An Excel spreadsheet will then be downloaded, containing the data you have chosen to export. You can then use filters  in this Excel spreadsheet to quickly obtain the information you require:
   
   

Export Time and Time Costs

1. Select Export Time and Time Costs, The top section will allow you to select the data you would like to export. We will leave these values at their default settings.
   Company - This can only be changed if you are able to report on multiple companies
   Office - This will allow you to report on a select Office
   Department - This will allow you to report on a select Department
   Client - This will allow you to report on a select Client
   Staff - This will allow you to report on a select staff member
   Filters - This will allow you to select a filter for your report, please see the guide Report Filters for how to create a filter.
   Export Type - Most exports will be a CSV but this option will allow you to export to a TXT or XML file
   From Period - This can be set to report on data from a month
   To Period - This can be set to report on data to a month
   From Date - This can be set to report on data from a set day
   To Date - This can be set to report on data to a set day
   Include Unposted - This can be used to include unposted time, this time could be changed by a staff member 
   
   
   
   
   
2. Use the >> button to move across the information you wish to export from Excluded Columns to Included Columns. In the example below, we have exported the Staff Name, Client, Project, Activity, Hours, and Date.
   
   
   
   
   
3. Click Export :
   
   
   
   
   
4. An Excel spreadsheet will then be downloaded, containing the data you have chosen to export. You can then use filters  in this Excel spreadsheet to quickly obtain the information you require:
   
   

You may also be interested in the following guides

Total Time By Client By Month Report
Report Filters