Timesheet: Export and Calendar View

CRM Leaf’s Timesheet module includes essential features like Export and Calendar View to help users efficiently manage and review logged work hours. These tools enable better reporting, planning, and transparency in employee time tracking.

Export Timesheets

Exporting timesheet data allows users to generate structured reports for offline analysis, payroll processing, client billing, or record-keeping.

How to Export Timesheet Entries

• Navigate to Work > Timesheets.
• Use filters to narrow down the list (e.g., by date range, project, or employee).
• Click the Export to Excel button/icon.
  The system will generate and download an .xlsx file with the filtered timesheet data.
• Export File Includes:
• Entry Code (unique identifier)
• Project and Task Name
• Employee Name
• Start Date & Time
• End Date & Time
• Total Hours Worked
• Memo/Comments (if any)
• Billable/Non-billable status
• Earnings (if applicable)
• Use exported timesheets for payroll processing, client invoicing, compliance, or audits.

Timesheet Calendar View

The Calendar View in the Timesheet module offers a visual timeline of all logged work entries, helping teams and managers monitor daily, weekly, or monthly productivity.

How to Access Calendar View

• Go to Work > Timesheets > Calendar View.
• Choose the preferred view:
• Month View – Overview of all logged hours across the month.
• Week View – Displays daily time logs for the selected week.
• Day View – Shows all time entries for a particular day.
• List View – Chronological list of entries with full details.

What You Can See:

• Logged hours segmented by day and task.
• Employee-wise breakdown of time entries.
• Color coding or symbols to differentiate billable vs non-billable time (if configured).
• Quick preview of task names, projects, and total hours logged.

Benefits of Calendar View

• Easy Oversight: Quickly assess if expected work hours are logged.
• Visual Time Mapping: Understand work patterns over time.
• Improved Accountability: Identify missing or excessive hours with ease.
• Managerial Planning: Helps managers align resources and optimize schedules.
• Clicking on an entry lets you edit or view full details instantly.

Conclusion

CRM Leaf’s Export and Calendar View features in the Timesheet module support transparent and effective time tracking. While exports simplify reporting and payroll tasks, the calendar enables better planning and review of work patterns.

These tools help ensure that no work goes untracked and that time data is always accessible and organized.