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Excel filter options

You can apply filters to determine which data you export to Excel.

Updated over 2 weeks ago

Filters help to further specify the data that you want to export. A few examples:

  • You want to export all the worked hours of team members with a fixed-hours contract. You use a filter for the contract type.

  • You want to export all the worked hours in your organisation from team members that have a contract in your venue. You use a filter for the contract venue.

  • You want to see the worked hours of active team members only. You filter by active contract.

  • You would like to export the planning shifts for the next month of the kitchen team. You use a team filter.



Select venue, teams, or team members

'Data from'

If you have one venue only in your account, you have the following options:

  • Venues: You want to export the data of a venue.

  • Teams: You want to see the data of certain teams.

  • Team members: You only need data from specific team members.

If you have multiple venues, you also get these options:

  • Organisation: You want to export the data of the whole organisation (all venues).

  • Contract venue: You only want to export data from team members that have a contract in this venue.

The selected option is this field 'Data from' determines the options you will see in the second field:



Other filters

Depending on the chosen category for your file, you will find the following options:

  • Employed status: You want to see data of (un)employed team members.

  • Contract status: In case there is no active contract, you give the export permission to base the data on the most recent active contract.

  • Contract active: You want to see data from team members with an active contract or not.

  • Contract types: You can select the contract types you want data from, for example team members with flexible or fixed-hours contracts.

  • Type of hour: You choose if you want to see worked hours, leave hours, sick hours or special leave hours in Excel.

  • Shift types: You only want certain shift types in your Excel file.

Once exported, you can tell which columns have an active filter by the small asterisk (*) shown in the column header.

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