Reporting on and Exporting the Data
88
However, if a user has the Add Public Reports permission and edits the report itself, any changes will apply
across the system; all users will see the changes when they run the report. Additionally, any changes users
have made to their local settings will be overwritten when the report is edited globally. If the users permis-
sions do not include Add Public Reports, changes made to a report will only apply to their local version.
Displaying a Custom Logo in Reports
If you want to send reports outside of your organization, you may want to add your company logo to the re-
ports before sending them. You can upload and set the logo to display in reports at:
Administration > System > Manage Custom Logos
Exporting Data
Within Web TimeSheet, you can export Web TimeSheet data via a generic CSV file. This can be done using
any of the text reports, or with the raw data exports available in the Integrations section.
Once the CSV file is created, you can import the file into another application, specifying how fields should
be mapped between the CSV file and the application.
Reporting and Exporting in the Project & Billing Edition
Once users begin entering time and expenses, in the Project & Billing Edition you can use the data to:
Track project costs
Bill clients, including using QuickBooks for billing
Manage projects in Microsoft Project
Send project updates to manager or clients
Tracking Project Costs
Web TimeSheet tracks project costs, based on the users hourly cost rate and the hours they worked on the
project. You can run reports, such as the Project Status Summary report, to compare the costs against
estimates.
Billing Clients
Once users have entered time and expenses against projects, you can run reports to determine the amount
to bill to clients. You can also export data, either reports or raw data exports, and then import them into a
billing system.
Billing using QuickBooks
If you are using Intuit QuickBooks, you can use the Web TimeSheet Integration Manager for QuickBooks to
transfer time and expenses to QuickBooks, and then create invoices in QuickBooks.
The integration module can be installed from:
Integrations > Modules > QuickBooks
see the Web TimeSheet Integration Manager for QuickBooks User Guide for more information on using this
module.