1. Where to find team export
Select teams on the top navigation bar.
Click on export to access the export page
Teams Export
Although technology has made proficiency in the workplace more achievable with its advancements, SenseFlow organizes and exports and exports this kind of data for further analysis and interpretation for the real and physical world. It is important to allow the users to further interpret the data that is given to them because skill implementation is an environment where resources dictate the next solutions to cater to private and public companies.
3. Select date range
You can drag the bar on the top to filter information to export by date range.
A calendar option is also available. Click on the calendar and select the date range you want to export.
4. Allocations export
Allocations toggle shows you the information on the members of the team you are allocated to.
You can view the person, their team allocation start and end date.
The type of allocation, if it’s a paid or unpaid allocation.
Status can be confirmed or owner.
Hours are the time allocated to the member.
5. Allocations by day export
Allocations by day toggle show you the information of members.
You can view the person, the client they are assigned to.
The allocation date is when the person was allocated to the client.
Allocation type shows you if the person is active on the team.
Allocation hours is the amount of time allocated to the member of the team.
6. Allocations by task export
Task toggle shows you the information on the members in the team, their allocation date, allocation type, hours, member task and description.
The date is the start date of the member allocation in the team.
Allocation status indicates if the member is paid or unpaid within the team.
Hours is the time captured by the member.
The task is the allocation the member made on their journal.
The description is the information the member provided of the task on their journal entry.
Where to find team Exports?
Select teams on the top navigation bar. Click on 'export' in the secondary menu to access the export page.
How can I filter or search for certain team members?
Click on the search bar and 'type' in the role, level, etc. you want to export, or you can click on the dropdown arrow to view all filter options.
How do I go about selecting a date range?
You can drag the ends of the highlighted bar on the top to filter information to export by date range, OR a calendar option is also available. Click on the calendar and select the date range you want to export.
How I can export ONLY 'allocations'?
You can click on the 'Allocations' options. Allocations toggle shows you the information on the members of the team you are allocated to. You can view the person, their team allocation start and end date. The type of allocation, if it’s a paid or unpaid allocation. Status can be confirmed or owner. Hours are the time allocated to the member.
How I can export ONLY 'allocations by day'?
You can click on the 'Allocations by day' option. Allocations toggle shows you the information on the members of the team you are allocated to. You can view the person, their team allocation start and end date. The type of allocation, if it’s a paid or unpaid allocation. Status can be confirmed or owner. Hours are the time allocated to the member.
How I can export ONLY 'tasks'?
By clicking on the Task toggle it shows you the information on the members in the team, their allocation date, allocation type, hours, member task, and description. The date is the start date of the member allocation in the team. Allocation status indicates if the member is paid or unpaid within the team. Hours are the time captured by the member. The task is the allocation the member made on their journal. The description is the information the member provided of the task on their journal entry.
How do I export the data I have selected?
The buttons on the far right of the screen just above the data that you are trying to export enable you to export the selected toggle information in either a CSV or PDF file format directly to your desktop.