To export the time you have tracked for a client, you must have Insights and Time. Insights and Time are included in Studio, Agency, and Agency Plus plans. If you are on a free or Professional Plan, learn more about upgrading your plan.

To export time for a particular Pod

Go to that Pod, then to the Time page. Click Export.

export-time

The exported .CSV will look something like this:

task-time-export

To export time for a client

1. Go to the Insights tab in your account

insights-tab

2. On the right side, select Pods. Then, under Pods or Clients, filter by the client. 

insights-clientselect

3. Select the team members, date range, and de-select milestones and tasks (unless you want those included with the export.) Leave a checkmark beside time.

insights-timeonly

 

4. Click Get Pod Insights.

5. To save a .CSV spreadsheet, click Export.  To save a PDF, click Print.

insights-exportprint

An exported .CSV will look something like this:

project-time-export