Report Export Settings

Saved reports can store a small JSON object that controls how their CSV, Excel, and PDF downloads are labelled. This is useful when a client calls a project a matter, your finance team calls billable amount fees, or a recurring export needs a predictable filename.

Report export settings are part of Saved Reports, which is available on the Business plan. Solo and Pro keep their existing standard report exports, without saved JSON configuration. Advanced report screens and their exports still require the plan and permissions shown in Keito.

Add settings to a report

1. In a Business workspace, open Reports → Time and choose the dates, view, clients, and projects you need.
2. Choose Save → Save as new report.
3. Enter a report name.
4. Add a JSON object under Export settings (JSON).
5. Save the report, then run it from Saved Reports and export CSV, Excel, or PDF.

Detailed Time and Detailed Expenses use the same editor on plans that include those reports. Owners can return to Save → Edit export settings to change an existing saved report.

Example

{
  "title": "Client utilisation",
  "filename": "{report}-{view}-{from}-{to}",
  "sheetName": "Utilisation",
  "project": "Matter",
  "hours": "Delivery time",
  "rate": "Hourly fee",
  "amount": "Fees"
}

The JSON must be one flat object. Every value must be text, including values that look like numbers.

Filename and title variables

The title, filename, and other text values can use these variables:

Variable	Replaced with
{report}	The saved report name
{view}	The current view or grouping
{from}	The report start date
{to}	The report end date

Do not include a file extension in filename; Keito adds .csv, .xlsx, or .pdf. Unsafe filename characters and path segments are removed. Excel worksheet names are limited to 31 characters and unsupported characters are removed.

Supported settings

General document settings:

Key	Default
title	{report}
filename	{report}-{view}-{from}-{to}
sheetName	Report
generatedAt	Generated
reportTotal	Report total

Common report headings:

Key	Default
name	Name
date	Date
client	Client
project	Project
projectCode	Project Code
clientProject	Client / Project
task	Task
person	Person
memberType	Member Type
notes	Notes
category	Category
units	Units
receiptUrl	Receipt URL
status	Status

Time and financial headings:

Key	Default
hours	Hours
actualHours	Actual Hours
roundedHours	Rounded Hours
billableHours	Billable Hours
nonBillableHours	Non-billable Hours
billablePercent	Billable %
rate	Rate
amount	Amount
billable	Billable
billed	Billed
approvalStatus	Approval Status
billableRate	Billable Rate
billableAmount	Billable Amount
costRate	Cost Rate
costAmount	Cost Amount
currency	Currency
billing	Billing
total	Total
totalHours	Total hours
uninvoicedBillable	Uninvoiced billable

Detailed export headings:

Key	Default
firstName	First Name
lastName	Last Name
employeeId	Employee ID
roles	Roles
employee	Employee?
source	Source
externalReferenceId	External Reference ID
externalReferenceService	External Reference Service
externalReferenceUrl	External Reference URL
costCenter	Cost Center
entries	Entries
expenses	Expenses

A report format uses only the headings it already contains. Unknown keys are ignored, so they cannot change the report query or add columns.

Access and sharing

Export settings change presentation only. They cannot:

• add a hidden rate, amount, cost, teammate, client, project, or entry;
• widen a saved filter or the report date range;
• unlock Saved Reports on Solo or Pro, or bypass any other plan gate;
• override workspace, manager, project, or client access.

When someone runs a shared report, Keito applies that person’s current permissions. For example, renaming billableRate does not make the rate column appear for someone who cannot view billable rates.

Reset settings

Open Save → Edit export settings, choose Clear, and save. Future downloads return to Keito’s standard labels and filename.