New Features - CSV Export & Advanced Reports

We’ve added a new cool feature in the Reports section, that will allow you to create advanced reports that include task data (start and end times along with any notes that employees entered). You can also export any report you create in CSV format for use in other applications if need. Enjoy!

8 Responses to “New Features - CSV Export & Advanced Reports”

  1. Darrin J. DeLange Says:

    1. Is CSV format compatible with/the one used to export data to QuickBooks?
    2. Also, the more I learn about legal IT the more I learn I feel like a moron. On the sign-up sheet for Pay-Mo, I can’t figure out what to put, if anything, for sub-domain. Anyone?

  2. Tristan Says:

    for the subdomain you could use (if it’s available):
    delange

    This means that you will access the admin interface form:
    http://delange.paymo.biz

  3. ST Says:

    Advanced report and CSV export is great !

    I have some remarks about the windows widget application :

    1 - when you delete a project on the web interface, next time you sync the widget, new projects are correctly added, but deleted projects are kept on the windows widget and there seem to be no way to get rid of them

    2 - it would be nice to be able to add a project/task directly from the widget

    ST.

  4. Jan Says:

    Dear ST, we’re working hard on a new desktop app for windows that should be out in the next few days (beta), which will address these issues, except adding projects.

  5. Michael Kaiser Says:

    Hi Jan,

    i really like the product so far, but I miss three features:
    - it would be great, if there were an option to mark task or even time entries as billed. Alternatively, there could be a more generic mechanism like tags which allow me to isolate certain tasks to create reports for billing purposes.
    - I would also like to have the possibility to create tasks right in the timer window. It’s a bit of a hassle to always go to the project admin and add the tasks there.
    - Right now, the CSV is not processed correctly by Excel (at least not by my version), so I have to do a lot refomatting to make it understand what’s a date, a time, etc.

    Other than that: great product! I especially like the way you are handling the entry of time values!

    Cheers,
    Michael

    P.S. I already posted this comment below, but this post seems to be a better fit.

  6. Jan Says:

    Dear Michael,
    we’ll be launching a beta of the new time tracker widget/app in the following days, in the new client you’ll be able to add tasks directly from the interface. The CSV reports will be made more Excel friendly by the end of the week.
    Regarding the billable/non billable entries we’re still considering some options on how to deal with these items.
    Contact us using the form on our website if you need any help.

  7. Chao Says:

    Why I don’t see this happening:
    that will allow you to create advanced reports that include task data (start and end times along with any notes that employees entered)

    There is no advanced reports produced with “user entry notes”

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