Exporting data from Operating

Written By Lauri Eurén

Last updated 4 months ago

In Operating, you can export data into CSV format for further analysis, reporting, or use in external systems.

Exports are available from several parts of the platform, each giving you a different view of your company’s data:

Time Entry Data

  • From Directory → Time entries, you can export detailed time entry data for the entire company.

  • From a project’s details page, you can export time entries just for that project.

This export includes all recorded hours and is useful for payroll, invoicing, or auditing.

Project Portfolio Report

From Reports → Project portfolio, you can export booked hours and revenue data for projects.

  • Unit: Hours booked gives you a breakdown of all projects per person, showing how much work has been planned.

  • Unit: Revenue booked lets you export revenue data in the same way, which is useful for financial forecasting.

Capacity Report

From Capacity, you can export utilization and booked hours.
This view can be exported per person, team, or site, instead of only by project. This makes it easy to see how work is distributed across your organization and helps with utilization or demand forecasting.

Export positions (e.g. upcoming unassigned work)

From the Positions Horizon, you can export the list of all positions and related metadata. Filter the list of positions to your liking, adjust the display options if you wish, and then hit the “…” button on top right to export. You still have the chance to select which columns to include in the CSV file download.

This makes it easy to share upcoming open work to people who are not using Operating themselves.

API Exports

For advanced use cases, you can export data directly via the Operating API.

  • The API allows you to fetch raw data (such as time entries, projects, allocations, and more).

  • You can also access pre-built reports like Planned work per project/person and Actual work per project/person (see screenshot above).

Full API documentation is available here: operating.readme.io

Common Use Cases for Exports

  • Time entry data → payroll, invoicing, audits

  • Project portfolio reports → financial forecasting, revenue analysis, client reporting

  • Capacity reports → utilization forecasting, demand forecasting, workforce planning