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Export Attendance Records

Take a filtered slice of attendance out of Worklink as a CSV or an Excel file.

The export is a three-step flow of its own rather than a button on the list. It narrows the records, lets you choose the columns, shows you real rows in the format they will land in, and only then builds the file.

The export flow rail. Under the heading Export Flow and the title Attendance records, three steps are listed vertically: Select with the caption Filters and columns, Review with Confirm and format, and Export with Building the file.
Three steps, always in this order. The rail tracks where you are.

Step one: choose the records and the columns

  1. Set the Date range, either from the chips or by typing a start and an end.

    The first export step, headed What do you want to export? above the line Narrow the records, then pick the columns. The record count updates as you go. A Filters block holds date range chips reading Today, Yesterday, This week, Last week, This month, Last month and Last 30 days, a pair of date fields, and Employee, Department, Location and Status dropdowns. A Preset row offers Standard Export, Minimal Export and Full Export, and a Columns block reads 9 of 14 fields selected.

  2. Narrow by Employee, Department, Location or Status. Unlike the records list, Location is a filter here and defaults to all sites.

    The Filters block of the export form. Date range chips sit above two dd/mm/yyyy fields joined by the word to. Below them are four dropdowns: Employee set to All employees, Department set to All departments, Location set to All locations and Status set to All statuses, above the note Every filter runs on the server, so the record count is exact.

  3. Pick a Preset. Standard is nine of the fourteen fields, Minimal is the bare identifying set and Full is everything.

  4. Adjust individual Columns if a preset is close but not right. The fields are grouped, and each group carries its own count.

Step two: check the format and the sample

  1. Choose CSV or Excel. PDF is marked Soon and cannot be selected yet.

    The second export step, headed Does this look right? above the line A sample of the real rows, formatted exactly as they will appear in the file. A Format row offers CSV .csv selected, Excel .xlsx, and PDF .pdf marked Soon and greyed out. A File name field reads attendance_all. A Preview table shows three real rows with columns Date, Day, Employee, Department, Location, Check In, Check Out and Net Working, under the line First 3 of 1,233 records. Back to selection and Export CSV buttons sit at the foot.

  2. Change the File name if the default does not say enough. It arrives as typed.

  3. Read the Preview. These are three of your real rows, formatted exactly as the file will hold them, so a column that reads oddly here has already gone wrong.

  4. Select Export CSV, or Back to selection if the sample shows something you did not intend.

The summary card

A card headed This Export listing four rows: Records 1,233, Fields 9 of 14, Format CSV and Status All statuses.
Pinned at the foot of the rail through both steps. Read it before you press export.

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