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Then, let’s start playing with the fields that we want to include. I set mine to “ Export to Excel” to make it easy to remember. We need to create a report that gets data from BeeBole to export. After you log into your BeeBole dashboard, find the Reports section on the right side.
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And if you find this helpful, be sure to subscribe to our channel, where we’ll be releasing many more tips and tutorials in the months to come.įirst, we need to download the employees’ timesheet data from BeeBole. If you’d rather not read through the tutorial, we’ve also recorded it for our YouTube channel, which we’ve included below. In this tutorial, we’re going to use BeeBole timesheet data with Excel to create an automated employee time report dashboard. An example of an Excel dashboard with data from a timesheet app like BeeBole.īeeBole’s export feature makes Excel the perfect complementary tool to work with your timesheet data. However, we know many users are more comfortable working in Excel, which is why BeeBole makes it easy to export your raw data from the app so that you can review and analyze it in any tool. What is Excel Power Query? As the Microsoft support site indicates, “Power Query is a data discovery and query tool, good for shaping and mashing up data.” Time tracking tools that integrate with ExcelīeeBole Timesheet’s dashboards are powerful and make it easy to create multiple views for your timesheet data. While he used BeeBole’s API to create his dashboard, we decided to go the route of report automation with Excel Power Query, also known as Get & Transform. With that data in mind, we’re excited to publish the newest Spreadsheet Quick Wins for Managers blog post, inspired by one of our very own customers (Marek Laanbek, BeeBole customer and financial controller at CES Estonia) who took the employee and project data in BeeBole Timesheet and turned it into a beautiful monthly automated timesheets report. And yet, up to 62% of employees surveyed here can identify at least 3 major inefficiencies at work that could be automated. The main goal of these automatic reports is to save you time and money.
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Report Automation means that the whole process of the report creation and update must be enabled through some sort of software, app or API, so it becomes faster and more efficient. Reporting automation allows managers and controllers to have business metrics dashboards up to date in a predefined format. When it comes to maximizing productivity and saving time, automated reports in excel with Power Query are key.