End-of-Year Reporting and Excel

Reporting becomes an important tool at the end of the year for evaluating your company's progress and ClickTime includes many pre-defined and customizable report options for this purpose. For the Excel gurus, we also provide the option to export raw data to build your own charts, graphs and other complex reports. If you regularly export data to use in custom Excel spreadsheets, we can make it easier for you with our Excel Linking feature. This feature adds the ability to have Excel pull data directly out of ClickTime into your spreadsheets.

The Excel Linking feature is included as part of the optional Web Services module. Once the module is added to your account, define the data your Excel spreadsheet retrieves by signing-in to ClickTime and clicking on the Customizable Data Export report. Provide a title for the saved report in addition to selecting the date range, fields and other options and then run the report. This creates a saved custom export that can be requested directly from Excel. See the online help for further details about retrieving your saved export in your version of Excel.

If you'd like to try out the Excel Linking feature, please contact our Professional Services group. Also, if you're using Google Spreadsheets, ask us for a sneak peak of the forthcoming "Google Spreadsheet Linking" feature.