Pulling Historical Data Follow
This article explains how to download historical time and expense data from SpringAhead.
For archival purposes, we recommend pulling a Time by Project report and an Expense by Employee report. Please note that it is not possible to generate a report that includes the audit trail or attachments.
To begin, navigate to the Reports page in SpringAhead. If you do not have access to this page, you will need the View All Reports permission enabled on your user profile.
For the Time reports, set the Start Date to the original account start date in SpringAhead, which can be found on the Settings page.
Next, we recommend selecting the following options before running the report. Ensure the dropdowns are set to ALL to include both active and inactive data:
- Include Unapproved
- Include Pay Rates
- Include Bill Rates
- Include Details
Next click Run to run the report:
Once the report has been generated, you can click Download the Report to save it as an Excel file or download it as a .csv.
To generate an Expense report, pull an Expense by Employee report using the same start date as the Time report, and enable the following options:
Once the report has been generated, click Download the Report to save it as an Excel file, or choose to download it as a .csv.
