When you save a report as a comma-separated value (CSV) file, the data is saved in plain-text format and commas are used to separate the data into columns. CSV files are useful if you want to import your report data into spreadsheets or other applications.

Note: This feature is not meant to be used as a payroll exporting feature. To export time, attendance, and accrual data to payroll or human resource programs, use the Time & Attendance module Export feature.

To save a personalized or standard report as a CSV file:

  1. From the Reports menu, select Time & Attendance Reports.

    Note: If the Time & Attendance Reports option is not visible, make sure that you have selected Practitioner in the Role Selector.

  2. If you want to save a personalized report that you have previously created, click the Download Report button to the left of the report in the My Reports section. The Download Report page opens. Go to step 5 to continue with this procedure.

  3. If you want to save a standard report, click the or Supervisor Reports link under the Report Categories section. The or Supervisor Reports page opens.

  4. In the list of reports, click the Download Report button to the left of the report that you want to save. The Download Report page opens.

    Note: If the time frame for the report was configured as "Define at Runtime," the page contains a date range section.

  5. If the date range section appears, use the Calendar Lookup buttons to select the From Date and To Date for the report. (You can also type the dates directly into the fields.)

  6. In the File Name field, enter a name for the CSV file.

  7. If you do not want column headers included in the CSV file, click the Include Column Headers check box to remove the check mark.

  8. Click the Submit button.

  9. Depending on your browser and security settings, the File Download dialog box may appear. If this dialog box appears, you can click Open to view the CSV file immediately or click Save to select a file location and save the file to your computer's hard drive. Follow the remaining on-screen dialog boxes to finish saving the file.

    Note: If you select Open, the CSV file is opened using the default application you have associated with CSV files.