Exporting account worklogs as a PDF file

You can export a list of all worklogs for an account over a selected period as a PDF file.

Before you begin

• You must have Approve Timesheet permission.
• The following setting must be enabled in Tempo global configuration: 'Users with Approve Timesheet permission can export lists of account worklogs as PDF files.'
• If you want to include billed hours instead of worked hours on the list of worklogs, the following setting must be selected in Tempo administration: Export billed hours.

Procedure

To export an account worklog list as a PDF file, complete the following steps:

1. Go to the Accounts page (Tempo > ACCOUNTS more).
   
   
2. Click Reports > Export Timesheets reports.
   
   
   
   

3. In the first field of the Generate PDFs window, select one of the following options:

   
   

   • All Accounts

   • The name of one account that you want to export

   • An account lead, customer, or category for which you want to export all associated accounts
         

   
   
   
4. If the 'Generate PDFs' window contains an Export field, select whether you want billed hours or worked hours to be listed in the PDF file.
     
5. Select the period for which you want to export worklogs, or specify the start and end dates of a custom period.
   
   
6. Click Generate.
   
   The following files are generated:

• • If your selection contains only one account, a PDF file is generated.
  • If your selection contains more than one account, a .zip file is generated. The .zip file contains the following files:
    
    
    • A PDF file for each account that has worklogs for the period
    • A single .txt file that lists accounts that do not have worklogs for the period