Exporting reports

In some cases, it’s important to export and save information from TimeForge into something like Excel for backup–say, if you sell your business, or need to further crunch the data.

In this lesson, you’ll see how to export information to an Excel spreadsheet or a PDF document, and save it for future use.

Tip: These steps will work for any TimeForge report.

Go to a “Reports” page.

  • Log in
  • Hover over “Schedules”, “Sales”, or “Attendance”
  • Select “Reports”

Identify the report to run.

Click the appropriate report to be taken to a page with customization options.

Enter a date range.

The “Date Selection” drop-down menu will allow allow you to choose whether you want to enter your own date range, or use one that has already been set up (such as the last pay period, or “yesterday”).

Export the report as a PDF.

  1. Choose “Adobe Acrobat (PDF)” from the “View the report as a:” drop-down menu.
  2. Click “Run Report”.
  3. Click the download icon.
  4. Choose “Save File” in the window that pops up.
  5. Click “OK”.

You should now have a copy of the report saved to your computer as a PDF document.

Export the report as an Excel file.

  1. Choose “Microsoft Excel (XLS)” from the “View the report as a:” drop-down menu.
  2. Click “Run Report”.
  3. Choose “Save File” in the window that pops up. Note: Your “Open with” drop-down menu will probably say “Microsoft Excel”.
  4. Click “OK”.

You should now have a copy of the report saved to your computer as an Excel document.

heartWhat some of our clients have to say ...

We are one year into it now, well past being enamored with the newness. We are married to TimeForge. It's as essential to us now as any of our management tools today, and we very happy about that.- Steve @ Hermosa Cyclery
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
I would highly recommend TimeForge to anyone making work schedules. ... What used to take 1-2 hours, now takes 15 minutes. The reports section is comprehensive and useful.- Lawrence Payne @ Mid Pacific Country Club
I've been really pleased with this latest version of TimeForge. I'm really getting familiar with this program and its become a great time saver! Keep up the good work!- Loren @ Fresh Produce
Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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