How to Export All Data for Archival Purposes Follow
To pull the data from SpringAhead for archival purposes, we recommend pulling a Time by Project report, and an Expense by Employee report.
It is not possible to generate a report that includes an audit trail or attachments.
Time Entry Data
For the Time reports, set the Start Date to the SpringAhead's initial account's starting date, which can be found on the Settings page in SpringAhead:
Next, we recommend using the following options before pulling the report, and keep the drop-downs set to ALL to pull both active and inactive data:
- Include Unapproved
- Include Pay Rates
- Include Bill Rates
- Include Details
Next click Run:
Once the report is generated, you can click Download Report to save it as an Excel file, or click Download CSV to save it as a .csv file.
Expense Report Data
To run an Expense report, you'll want to pull an Expense by Employee report using the same start date as the Time report, and the following options enabled:
Once the report is generated, you can click Download Report to save it as an Excel file, or click Download CSV to save it as a .csv file.
