Customizing .CSV Export Layout & Options

Customizing .CSV Export Layout & Options

You can customize the layout and ordering of the CSV payroll report. This is useful for generating CSV exports to then import into third party systems. By customizing the column ordering and data, you can get the scheduling CSV export to match the other system requirements.

To setup custom CSV export options, click System Settings > Misc > Export Settings. You will then be presented with this table:

From there, you can reorder the columns by simply clicking the + and re-arranging as needed. You can also remove columns all together, change date formats, etc. 

To add a Custom Employee Field into the CSV export, simply click the + Add button at the bottom:

Then, select the custom field:

Note: It goes without saying, that in order to select a custom employee field, you must have custom fields created in your system
You can also update the exported header values, to tailor them to your exact needs. To do this, simply click the toggle "Show Headers in Export". You can set a custom header name to the right, and then click Save Options.

When you are done setting the CSV export options, simply click the Green 'Save Options' button in the upper right hand corner.

    • Related Articles

    • Payroll Exports

      CrewScheduler roster data can quickly and easily be exported for advanced payroll imports or other employee reporting needs. The data includes all regularly scheduled assignments, time off's, overtime hours, partial hours and miscellaneous hours. ...
    • Exporting Form Module Data to .CSV

      All submitted Form data can easily be exported into a .csv file for creating awesome Excel reports. If you are an Excel guru, you should be able to capture all data with scheduling forms, and then export the data as .csv to have pivot tables, charts, ...
    • Custom Rotations

       You can create your own custom rotations within the scheduling platform! To create a rotation: Click on admin System Settings:  Click on CrewScheduler/Calendars:    Click on Recurrence Rules: This page allows you to select which recurrence rules ...
    • Automatic Exports Using FTP and DropBox

      You can set up automatic exports of your payroll/scheduling data using either FTP or DropBox integration. This is great if you want to have your scheduling data sent automatically on a set time each day to a specific location. To set up an automatic ...
    • Editing Hours Based Ranking Options

      If your system is set on an hours based CallBack rotation, you'll be able to set your ranking options. We've built in the most requested rules as options, so if you don't see what works for your system please contact us and we can look into adding ...