Exporting Data
HelpYard lets you export any report as a CSV or PDF for sharing with clients, importing into payroll systems, or long-term record keeping.
Export from the Reports section
Section titled “Export from the Reports section”- Go to Reports
- Select the report type from the left panel
- Set your date range and filters
- Click Export → choose CSV or PDF
Export from any list view
Section titled “Export from any list view”Most list pages (Tasks, Workers, Properties) have an Export button in the top-right that exports the currently filtered view. Filters and search terms apply to the export — only what you can see on screen is exported.
Available exports
Section titled “Available exports”| Export | Formats | What’s included |
|---|---|---|
| Task report | CSV, PDF | Task ID, title, property, venue, assigned worker, status, created date, due date, completed date, duration |
| Attendance report | CSV | Worker name, property, venue, check-in time, check-out time, total hours, late flag, GPS recorded (yes/no) |
| Contract summary | Contract name, property, client, value (AED), start/end dates, visit frequency, task completion rate | |
| Worker list | CSV | Name, Emirates ID, role, status, assigned properties |
CSV vs PDF — when to use each
Section titled “CSV vs PDF — when to use each”Use CSV when:
- Importing data into payroll software (e.g. calculating hours worked)
- Analysing data in Excel or Google Sheets
- Sharing raw data with an accounting team
Use PDF when:
- Sending a report to a client for review
- Attaching to an invoice as a service record
- Filing for regulatory or audit purposes
What data is included
Section titled “What data is included”All exports include only data your role has access to. Provider Managers see only their organisation’s data. Admins see all organisations. No personally identifiable information beyond name and work contact is included in exports.
Scheduled exports
Section titled “Scheduled exports”To receive automatic weekly or monthly exports by email, contact your account admin. Scheduled exports run at midnight UAE time on the configured day and are delivered to the email addresses on file.