Exports and evidence

How do you get a period out of the product, and will the file stand up?

Exports (/exports). Managers, tenant admins and auditors can request one. The screen says it plainly: “Request CSV, Excel (.xlsx) or PDF exports of any report. Files are generated asynchronously and available to download once ready.”

Every export anyone has requested is listed here, newest first. The row is the record: report, period, format, row count and the time it was asked for.

The seven reports

Report	What it contains
Monthly client billing	Per client and project, with amounts
Resource billing	Per person, with cost
Project summary	Per project, hours and cost
Active vs idle	Per person, active and idle time
Timesheet detail	Per person, per day
App usage breakdown	Per application, time and category
Activity detail (apps and websites)	The row-level record

The three billing reports only appear in a workspace that has billing switched on.

For an investigation, take Activity detail

It is the row-level record, not a rollup. Everything else is already summed, and a sum cannot be taken apart again afterwards.

Requesting one

1. Pick the report, the format and the period in the form below the list.

2. Press Request export. A line confirms it: “Export queued - The CSV is being generated. The row below will turn green when it’s ready to download.”

3. Watch the row. The bar moves through three stages only: Queued, Generating, Done. It is a stage indicator, not a percentage - do not read a number into it.

4. Press the download icon when the status reads Ready.

Note

One wording trap: the confirmation says “The CSV is being generated” whatever format you chose. The file itself is the format you picked.

The three formats, and what each carries

This is the part that decides whether a file is evidence.

Format	Header row	Generated-at stamp	Period in the file	Filters printed	Row limit
CSV	Yes	No	No	No	None
Excel (.xlsx)	Yes	No	No	No	None
PDF	Yes	Yes	Yes, in the title	No	5,000

A PDF opens with two lines and nothing else:

Timesheet detail: 2026-09-01 to 2026-09-30
WorkflowPulse · generated 03 Oct 2026 14:05 UTC · 1,284 rows

Take the PDF when the file has to stand on its own

It is the only format that says when it was made, what period it covers and how many rows it holds. The stamp is in UTC.

Caution

Even the PDF does not print the filters. If you exported one employee, or one project, the file does not say so - only the report name and the period. Record the scope yourself, beside the file.

There are no page numbers either, so a printed PDF cannot be shown to be complete from the paper alone. The row count on line two is what you check against.

A PDF over 5,000 rows does not truncate. It fails, and says why: “This report has N rows - too many for PDF. Export it as CSV or Excel instead.”

Making a file that holds up

1. Request both a PDF and a CSV of the same report and period. The PDF is the stamped cover; the CSV is the workable data.

2. Write down beside the file: the report, the exact period, the person or scope, who requested it, and the date in your own timezone.

3. Keep the export row on this screen as the second record of the request.

4. If the period could still move, export again at the end and compare. Nothing in the product will tell you a closed period changed.

Download it the day you ask for it

Nothing on this screen tells you when anything expires, and two different clocks are running:

• The download link is signed and lasts about an hour. After that the row is still there and the button no longer works.
• The export itself is kept for 7 days.

An archive has to live outside this product.

Scheduled exports

A tenant admin can set a standing export: pick the report, the format, weekly or monthly, and the recipients. There is a one-press preset, Weekly productivity digest.

Recipients can only be people holding tenant admin, manager or auditor. The product refuses anybody else: “Choose recipients from your own organisation who are admins, managers or auditors.”

An auditor sees the existing schedules and cannot add one: “Only tenant admins can add or remove scheduled reports.”

Note

A weekly digest landing in an inbox is worth more than a report nobody opens. But a scheduled file is still a file that expires after 7 days, and the emailed link expires with it.

Activity detail cannot be scheduled as PDF; the product refuses it: “Activity detail can’t be scheduled as PDF. Choose CSV or Excel.”

Three limits worth knowing

Audit logs cannot be exported. They are not in the report list, and the audit screen has no export button. Handing over the change history means copying from the table.

The list is not private. Every export requested in the workspace is listed on this screen, to everybody who can open it - the report, the period, the format and who asked.

Downloading somebody else’s is a role question. A tenant admin or an auditor can download any export in the workspace. Anyone else gets “Cannot access another user’s export.”

Next: What an auditor can see · The reports, and which one to open