Use the data exporter

Export user timesheets, expense items, and expense reports from Consult as spreadsheets.

This guide explains how to use Consult’s data exporter tool.

Permissions required

Only users that have Set Admin Settings as part of their role can access the data exporter tool.

Note: If you can access Tools > Data Exporter in the top navigation, you have sufficient permissions.

Use the data exporter

To export data:

1. From the navbar, go to Tools > Data Exporter.
2. Choose the export option.
3. Click Export.

This downloads an Excel file with the requested data.

User timesheets export

This option exports the weekly timesheet statuses of all users for the current month.

This export applies to the current month, so no date input is required. The exported file is named in the format User-timesheets-overview-{YYYY-MM-DD HH_MM_SS}.xlsx.

The export is generated from the following:

• Time scope: The current month and year at the time of export.
• Users: All users with an active account.
• Status: For each week, the submission for each user, using its status if present.

Data in the spreadsheet

Headings are generated from the past four weeks, including the current week.

The columns in the spreadsheet:

The row data in the spreadsheet:

User expense items export

This option exports all expense claims submitted in Consult for a given period. The export contains multiple sections, rendered as separate tables in a single spreadsheet. The exported file is named in the format AllUsers-ExpenseReports-<dateRange>.xlsx.

Sections in the spreadsheet

The export organises data into sections, each with its own set of columns:

• Disbursements: Expenses where the Type is Meals or Toll Fees.
• Travel: Mileage claims.
• Accommodation: Expenses where the Type is Accommodation.
• Other: All other expenses.
• Totals: Subtotals by category and a grand total.

Expense reports export

This option exports all approved expense reports submitted through Consult for a selected date range. It provides a bulk overview of approved expense reports, including the people involved in approval and payment.

You can optionally set a start date in From and an end date in To to limit the export to a specific period. The exported file is named in the format ExpenseReports-{from}-to-{to}.xlsx. If no dates are selected, start and end are used in the file name.

Data in the exported spreadsheet

The columns in the spreadsheet:

The row data in the spreadsheet: