A User-Friendly CSV and XLSX Export of Reports

Good day, dear readers! How many of you export our reports to your computer? We have a wonderful update for you today: a CSV and Excel export should become much easier to work with.

UPDATE: we have received quite many negative messages that the update broke the existing reporting workflow of our teams. While we still believe the export of these 2 files should be ideally in raw data where you could play around to tailor the file your needs, we acknowledge that it is a bad thing to abruptly deprive you of using files as a final product.

We have rolled back:

• the data appearance mirrors the report structure on the web.
• Headers.
• Totals.
• Added currency formatting.

We are very sorry for the inconvenience that the update might have caused 😊.

Let’s take a plain report with time by a member as an example of changes we have made.

The Changes to CSV Export

It used to be a heavily technical type of file, big minus was the inability to copy it to a Google spreadsheet. It looked like this when copied to a spreadsheet:

Now it has evolved to this shape:

So what’s changed?

• We deprecated subtotals and subgroups.
• We do not send the report name and period. 
• The report column title is the first row to come.
• You still can configure the time format, and when you have it as hours, we do not export more than 2 decimal places.

As a result, you get a very compact and nice-looking file that is very easy to upload.

The Changes to XSLX Export

It had a weird layout with notes and subtotal with the report name columns that were very hard to edit:

Now it has this shape:

So what’s changed?

• We deprecated subtotals and subgroups.
• We hide the report name and Notes.
• The period is now a spreadsheet tab, not a subtotal title. 
• The report column title is the first row to come.
• The Excel format always happens in hours where time is rounded to 2 decimal places. There is no more option to change the export time format.
• There is no more total at the bottom.

As a result, this format is extremely easy to copy into your Google spreadsheet. We hope you will now enjoy working with exported reports!