This guide will provide a step-by-step walkthrough on how to export Time Cards from Crelate and the filters that can be used.
To start, navigate to the Time Cards Grid:
Next, select the Export option in the upper-right corner:
You will now see a window with 6 filters to choose from. **You can use more than 1 filter at a time if needed (e.g. Employee and Status), but cannot add more than 1 value to a filter (except for the Time Submission Period filter)**
Employee: Used to pull time cards for a specific employee.
Company: Used to pull time cards for a specific company.
Opportunity: Used to pull time cards for a specific opportunity.
Status: Used to pull time cards for a specific status (draft, submitted, approved, rejected, and finalized).
Created On: Used to pull time cards for specific dates they were created on.
Time Submission Period: Used to pull time cards for a specific submission period.
Once the filter(s) are added, select Next to move on to the preview. If the data looks correct, select Export to finish.
What's Next?
Have more questions about Timekeeping? Take a look at our Master Guide below!