Customize report exports
Flexibility and customization are crucial when it comes to managing your assets effectively. In this guide, we’ll walk you through the ways of customizing CSV, Excel and PDF exports for your time & expense tracking reports. By customizing your exports you can focus on the specific data you need in a format that suits your requirements.
This is a paid feature, which you can enable by upgrading your workspace to any of our paid plans.
By customizing a report export, you choose which columns you want to get in the CSV, Excel or PDF formats.
Export settings #
To configure the export settings:
- Go to a report
- Click Export
- Choose Customization
- Select the information you wish to get when you export CSV/Excel/PDF
- Click Save
Each report you export from now on, will contain only the selected data.
This customization works on a per-user basis, and is saved across sessions. If you decide you need a certain column, you can always turn it back on.
You can add custom text at the footer of the PDF report by checking the Notes option and entering text. All PDF exports for that type of report will have that text until you disable the note.
You can also get a separate column for each user’s group in CSV/Excel once you enable Group in the Detailed report’s export settings.
Branded reports #
Export the PDF reports with your company logo.
Simply upload your company logo in your Workspace settings and your logo will be included in each PDF you export, and Created with Clockify will no longer appear in the PDF footer.
Branded reports is a paid feature, which you can enable by upgrading your workspace to any of the paid plans.
You can try out the feature for free by activating the free trial (no credit card required).
For the best results, your logo should be in PNG or JPG format and cropped to a square (1:1 aspect ratio). If your company logo uses a different aspect ratio (such as 4:1, 4:3, etc.), we recommend resizing your image canvas to make it a 1:1 square and padding the empty space around your logo with a transparent or solid background before uploading.
Name on the printed report #
If you need to have a custom text displayed at the top of the report (e.g. instead of the usual Summary report), share the report and then open the link and export the PDF.