Export time entries

You can export time entries to a comma-separated values (CSV), Microsoft Excel, or PDF file for printing or use outside of SurePoint Cloud.

  1. On the Home screen, click Practice and then click SureTime. You can also click Main menu icon on any other screen and select SureTime under Practice.

  2. Optionally click Work on behalf of next to the Account menu and select the user to work on behalf of.

    If you do not need to work on behalf of someone else, make sure another user's name is not displayed to the left of the Account menu.

  3. Click the Manage Time or Day View tab.

    The Manage Time or Day View screen appears.

  4. Select the check box to the left of two or more time entries to export. You can also select the check box above the list to select all time entries.

    Tip: You can use the search options to find specific time entries. See Search for time entries.

  5. Click Work with multiple items icon in the column header area and select Export Selected Time Entries to Excel, Export Selected Time Entries to CSV, or Export Selected Time Entries to PDF. The number of time entries selected to be exported is displayed at the top of the Work with multiple items icon menu.

    The time entries are exported to the selected file type with the file name 'User ID User Name Year-Month-Day'. The user ID is the ID assigned to the user you are working on behalf of and their name is the user name. The year, month, and day is the date the time entries were exported.

    Note: When time entries for draft client and matters that include numbers only are exported to CSV, the values appear as negative numbers instead of numbers inside of parentheses.

    Depending on your web browser's settings, the file may automatically be saved in your default download directory or you may be prompted to open or save the file. If you are using a pop-up blocker, you may need to adjust your web browser's pop-up settings to download the file.