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Export Account category type with Raw export

We would like to report on three heirarchical levels of categories.

Account Category type (Eg. billable, internal, opration...)

- Account Category (Onboarding, Upgrade, Support)

--Account


AS we work mainly with Tempo data and reporting in Excel i would like the first level to be possible to export in to the excel.

  • Guest
  • Jan 27 2022
  • Shipped
Tempo Products Tempo Timesheets
Tempo Platform Cloud
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  • Admin
    Kathryn Vargas commented
    December 01, 2023 18:05

    Hello all, we've released seven new "group by" options in the Logged Time reports in Timesheets Cloud, which means the fields are now also available in the raw data export:

    • Account category

    • Account status

    • Account lead

    • Account contact

    • Category type

    • Customer

    • Issue Type


    Thanks again to those who upvoted this idea and provided feedback. We hope you enjoy the improved reports and exports, and let us know what you think!


    Best regards,
    Kathryn Vargas
    Tempo Product Management Team

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  • Admin
    Kathryn Vargas commented
    October 13, 2023 11:34

    Hello all, today we released new "group by" options in the Logged Time Report to TempoLab, our early access program. Two of them are "Account Category" and "Category type", which means the fields are now also available in the raw data export!

    We encourage you to join TempoLab to access the improved Logged Time Report and have your say! Sign up     here – it only takes a few minutes, and you'll get early access to all future Timesheets Cloud features.

    Thanks for voting for this feature request – we look forward to your feedback, questions, and comments.


    Best regards,
    Kathryn Vargas
    Tempo Product Management Team

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  • Guest commented
    February 10, 2022 10:24

    Need the option of not only filtering by account category type, but being able to identify the account category type among the others when exporting the raw data in excel. Otherwise one has to export after filtering one by one category and then consolidate the files afterwards. Not user-friendly

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