Saving Work Diary as CSV file

[chrismanley]

A long-term client (a printing company) has asked me to provide information on charges incurred during fiscal 2016 for a particular client of theirs.  I don't see any way to save the work diary information to an excel file.  If I could do that, I would be able to sort the resulting document using the "memo" column so that all those charges would be listed together and I could easily give her a total.

I don't think this is available, but if it is I'd like to know how.  If it's not, I'd like to make the suggestion that it be made available.  It would be helpful, I'm sure, to many of us. 

I got the information I needed, but had to filter the work diary to list the entire year and then look for the individual charges visually and add up the amounts.

In this instance my work diary would have my contract holder's name selected and the memo would be "name of my client's client + work I'm doing for them" -- i.e. "Company A - Postcard" "Company A - Poster" -- and now my client needs to know how much was charged to them for Company A last year.  Hope that makes sense.

CManley

[kochubei_valeria]

Hi Chris,

Your client should be able to do it on their end in their own Reports. If they go to Reports> Custom Export, they can select to export timesheets for a selected period of time. They can select Memo to be one of the columns. Here is how the option will look on their end:

[chrismanley]

Thank you Valeria.  This is very helpful.  It would be really great if freelancers could also generate this type of report for our clients when they ask, but I will certainly pass this along to my client in this instance.

Thanks again,

Chris

[e801d747]

I agree. Freelancers should be able to download the same sheet as Contractors. And I would like to be able to download a CSV of my work diary for myself. 

There could be many other reasons this data would be needed in a spreadsheet for reporting or appending to other work.

[e801d747]

See this topic for a  similar discussion:

https://community.upwork.com/t5/Clients/Download-work-diary-in-excel/m-p/1118962

[chrismanley]

I'm replying to my own post with an update.  This particular client is a small shop and extremely busy with day-to-day operations.  They just don't have time to do these reports on their end so (as a favor to them) I've been providing a weekly spreadsheet with each job I've done and the time and cost for that job, with a total at the bottom. This has been very helpful for them,  but it's time consuming for me and I don't feel I can charge them for it.  The ability to download a CSV file of my weekly work for them would be so helpful and I just don't understand why you can't make it possible.

[e801d747]

I'm having a related issue, (but pehaps it's just my computer). Does anyone else have trouble getting "My Local Timezone" to stick? It's always defulting back to UTC time (Coordinated Universal Time) when I enter hours or view my work diary. I spent half the day converting my work diary to a spreadsheet, only to realize that all the data I copied is in UTC time. Both I and my client share the same local time zone, so this isn't helpful.

[pradeephele]

Hi Matthew,

Thank you for your message. I understand your concern. I checked and I am unable to replicate the same issue at our end. Could you please try again after clearing Cookies and Cache on your browser? You can also try using a different browser. Feel free to message us if problems persist.

Thank you,

Pradeep