[Feature] Time Worked Report | Export Time Worked

[ariefgp]

Related document:

• Document 1
• Document 2

Related User Stories

• [Feature] Time Worked Report | View Time Worked #3414
• [Feature] Time Worked Report | Filter Time Worked #3415

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Descriptions

Export Options:

• Team members: Export includes only their personal data.
• Managers: Export includes the entire team’s data or the filtered subset.

Users can export data

• Formats: CSV, Excel, PDF
• Export should include all columns and applied filters.
• File naming convention: Time_and_Activities_Report_[DateRange]..

Design

Acceptance Criteria

• Export Controls

  • Export button is prominently displayed
  • Format selection (CSV, Excel, PDF) is available in dropdown
  • Export respects current filters and grouping
  • Progress indicator shows during export generation

• Export Security
  For Team Members:

  • Can only export their personal data
  • Export includes appropriate data disclaimers

  For Managers:

  • Can export full team data or filtered subset
  • Export includes data access timestamp
  • Large exports (>10000 rows) trigger warning message

• Export Output

  • Files follow naming convention: Time_and_Activities_Report_[YYYY-MM-DD]to[YYYY-MM-DD].
  • CSV/Excel exports:
    • Include column headers
    • Maintain data formatting (dates, numbers, currencies)
    • Include filter criteria in metadata row
  • PDF exports:
    • Include organization branding
    • Show applied filters and date range
    • Include page numbers and generation date

Technical

Currently, we don't have API to export this report. We have to build/develop the API