📤 How to Use the Custom CSV Export Tool in Timekeeping (Weekly View)
This guide walks you through how to use the Custom CSV Export tool in the Weekly Timekeeping view on the web. You'll learn how to configure export formats, apply field formatting, and include shift extras in your exports.
📍 Accessing the Export Tool
On the Rhumbix Web platform, navigate to Weekly View in Timekeeping.
Click the Export button in the row above days of the week.
You'll see any saved export formats. "Timecard PDF" is a fixed format and cannot be edited.
Click Manage Exports to create or edit export formats (if you are an Admin or the original creator).
🆕 Creating a New Export Format
Access the Export tool following the steps above.
Click Create New Export.
Give your export a name (e.g., Demo Export).
Use curly braces {} to insert dynamic fields into the file name. Example:
{timecard_owner.first_name}_{timecard_owner_last_name}_TK_Export.csv
The File extension will determine the file type. ".csv", ".pdf", etc
🔐 Role-Based Access
You can limit visibility of this export format by selecting one or more roles (e.g., Admin only).
📄 Export Options
1. Row Formatting
Checked: First row of the CSV will display column headers.
Unchecked: CSV starts directly with data rows.
2. Parent Row Aggregation
Choose how you want to aggregate timekeeping data:
None: One row per timekeeping entry.
Employee + Daily: One row per employee per day.
Employee + Weekly: One row per employee per week.
Employee + All Time: One row per employee total.
🔁 Make sure to include any field used in the filename (like timecard owner) in the selected output fields.
3. Hours Format
As Columns: One row per entry, with ST/OT/DT as separate columns.
As Rows: Multiple rows per entry, one for each time type.
➕ Selecting Output Fields
Add fields like {employee.first_name}, {employee.last_name}, {timecard_owner.first_name}, {timecard_owner.last_name} etc.
Use the preview pane to check the output.
You can rename fields (e.g., change ST to Standard Time).
⚠️ If a field shows a warning (e.g., {cost_code}), make sure its parent (like project) is included in the grouping.
🗓 Date Formatting
To change the date format in the output:
Click on the field name (like timecard.shift_date).
Click Details.
Choose a format like MM/DD/YYYY and paste it into the format box.
For technical information covering formatting strings: Rhumbix Python Documentation for Formatting
➕ Adding Shift Extras
Shift extras like Sick Time can be included in different ways:
Option 1: Join with Timekeeping Data (Same File)
Check "Join with timekeeping data as separate columns".
Add fields like {sick_time_hours} and set the format (e.g., two decimal places).
🔄 Only the first shift extra will join on the same row. Others will drop to their own rows unless configured differently.
Option 2: Shift Extras on Own Rows
Check “Shift Extras on Their Own Rows”.
Every shift extra appears as a separate row in the same CSV file.
Option 3: Export as Separate File
Uncheck the join option and check “Export as its own file”.
This will generate a second CSV with raw shift extra data.
Creating a CSV Export Format - Watch Video
Click GIF thumbnail to see entire short demo video.
📝 Things to Keep in Mind
If you use a field in your filename (e.g., timecard owner) but don’t include it in the export fields, it won’t populate correctly.
If you export shift extras as a separate file, you won’t be able to customize its format—it’s a raw data dump.
✅ Final Steps
Click Create Export Format, then Save and Continue to preserve your export format.
Your new Export Template is now saved and available for use through Weekly View's Export menu
🔄 Check back periodically for additional updates or enhancements to this feature.
Need additional help? Contact Rhumbix Support support@rhumbix.com