Timesheet Export

This export requires Timesheets, Tables and Documents access. Ask an organisation admin to check your access if the card is unavailable.

Use Grants to choose what the report covers. The list shows the grants with hours in the chosen period, with their hours. Select Only next to a grant to export timesheets for that grant alone, or tick several. The counts under the card show how many grants, people and hours the report will contain. A report for a single grant is named after it.

A grant that was retired and set up again under the same name appears as one grant in the workbook: one row in each month and one section in the Grants summary. Retired grants are marked Retired in the list, so you can leave one out. Two live grants that share a name are separate grants and stay apart.

If someone has hours on the same days on two records of one grant, the card warns that those hours would be counted twice. This usually means a schedule was imported again after the grant was set up anew. Hours on different days, such as the start of a month on the old record and the end on the new one, aren't flagged. Select Review to see each person's earlier and newer hours, then Keep newer hours to remove the earlier record's hours for those months.

Each person's hours are in one sheet, including hours saved under another of their profile's emails.

In the exported workbook, enter each person's day rate in the Grants summary sheet. GrantKeeper calculates the hourly rate from that day rate and reflects it in the matching person timesheet sheets. Claimed labour costs always equal the sum of that person's monthly costs. Enter net employer outlay, overheads and total gross labour cost in the boxes under each grant's table.

The workbook is set up for printing on A4 landscape: each person's month prints on its own page with its signature boxes, and each grant in the Grants summary prints on its own page. A Grants summary covering more than four months is too wide for one page, so it prints across pages with the staff and claimed-cost columns repeated on each. If the date range starts or ends part-way through a month, the days outside it are greyed out and left blank rather than shown as 0.

Available date presets include:

• This Month,
• Last Month,
• Last 3 Months,
• Current UK financial year,
• Previous UK financial year,
• This Calendar Year,
• Last Calendar Year.

Use a custom date range when needed.