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Exporting Custom Date Summaries
Exporting Custom Date Summaries

In this guide we will describe how to export summaries for periods different from the pay periods.

Cameron Williams avatar
Written by Cameron Williams
Updated over a week ago

When you generate a custom summary report, you will be emailed an excel spreadsheet containing a full summary of the custom period.

The excel file contains multiple tabs:

A summary of the total hours worked

A separate tab for each employee containing the data associate with their shifts

And a notes tab containing all the notes from the custom period

On Web:

Navigate to Menu > Home and click on > Download Custom Summary.

Navigate to the desired month by clicking on the left/right arrow button.

Select the dates by clicking on the respective start and end days.

After selecting the dates, click on > Confirm.

On Mobile:

Navigate to Menu > Overview > Hours (bottom tab) and tap on > The Gear Icon.

Tap on > Download Custom Summary.

Navigate to the desired month by tapping on the left/right arrow button.

Select the dates by tapping on the respective start and end days.

After selecting the dates, tap on > Confirm.

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