Backing up data in SpringAhead Follow
How Do I Back-up Data in SpringAhead?
To back up data in a SpringAhead account, please follow the recommended steps below; however, the caveat is that it’s not possible to automatically pull attachments from expense reports or time cards.
Running A Report for Timecards
The first step of backing up data in a SpringAhead account is pulling a Time by Employee report with the start date aligning with the account's first-time entry and selecting an end date which aligns with the intended final date of the account. The additional options to select are:
- Set Employee to ALL
- Set Project to ALL
- Include Unapproved
- Include Pay Rate
- Include Bill Rate
- Include Details
Once the report is run, you can download it as a .csv or as a .xlsx for your records.
Running A Report for Expense Reports
The first step of backing up expense data in Springhead is pulling an Expenses by Employee report with a start and end date which aligns with the beginning of the expense data, and the end of the expense data. The additional options to select are:
- Include Details
When the report is run, it can be downloaded as a .csv or .xslx for your records:
How Do I Download Attachments?
Attachments cannot be downloaded in bulk – they must be downloaded on a one-by-one basis from the timecard or the expense report, respectively.
Timecard Attachments
To access the attachments on a timecard, after running the report described above, click on the date next to the time entry to be taken to the time card.
And click on Edit Timecard:
From here, you will see the attachment to the time card at the bottom of the timecard – right+click the link, and select Save As:
Expense Report Attachments
To access the attachments on an expense report, after running an expense report, click the number in the ID column to be taken to the expense report.
Next, click Edit Expense Report:
From here, you can right+click and save the attachments to your computer:
