Exporting Data
Export your Keito data for use in spreadsheets, accounting software, or custom analysis tools.
Export Formats
Keito supports two export formats:
CSV
A universal plain-text format compatible with any spreadsheet application. Best for simple data analysis or importing into other systems.
Excel (.xlsx)
A formatted spreadsheet with proper column types, headers, and styling. Best for sharing polished reports or doing advanced analysis in Excel/Google Sheets.
What You Can Export
Time Entries
Export tracked time with the following columns:
- Date, Client, Project, Task, Team Member
- Notes, Hours, Billable (Yes/No)
- Billed (Yes/No), Hourly Rate, Billable Amount
Filters: Date range, project, client, team member, billable status, approval status.
Expenses
Export expense records including:
- Date, Client, Project, Category, Team Member
- Notes, Amount, Billable (Yes/No)
- Billed (Yes/No), Receipt (Yes/No)
Filters: Date range, project, client, category, approval status.
Projects
Export your project list with:
- Name, Client, Project Type, Budget
- Spent, Remaining, Status (Active/Archived)
Filters: Active, Archived, Budgeted.
Invoices
Export invoice data including:
- Invoice Number, Client, Total Amount
- State (Draft/Open/Paid/Closed), Due Date, Balance
Filters: State, date range, client.
Clients
Export your client directory:
- Name, Address, Currency, Status (Active/Archived)
Filters: Active, Archived.
Team
Export team member information:
- Name, Email, Role, Weekly Capacity
- Hourly Rate, Contractor/Employee
Filters: Active, Deactivated.
How to Export
- Navigate to the data section you want to export (e.g., Reports, Projects, Invoices).
- Apply any filters to narrow the data set.
- Click the Export button.
- Choose your format (CSV or Excel).
- The file downloads to your device.
Access Control
- Members can export their own data only.
- Administrators can export all company data.
Exported files contain only the data you have permission to view.
Large Exports
For workspaces with large amounts of data, exports are processed with streaming to handle the volume efficiently. There’s no hard limit on export size.
Tips
- Apply filters before exporting to get exactly the data you need.
- Use CSV for importing into other tools (accounting software, project management systems).
- Use Excel for polished reports to share with stakeholders.
- Regular exports can serve as data backups for your records.