Exporting data from Float is straightforward. You can export it directly from the Float or use the API to get the data you need.
Schedule export
To download the Schedule view:
Navigate to the Schedule
Click on the Share button located in the top right corner
Select Export (.CSV for Excel)
You can choose one of the preset date ranges or specify a custom range. Data can be exported by day or week.
The downloaded data table includes the following fields:
Team name
Date and time of the export
Applied filters (if any)
Name
Role
Department
Task
Project
Client
Time off
Notes
Dates from the selected timeframe with the scheduled hours and the remaining capacity
People export
To download a list of your team members:
Go to the People page
Click on Import > Upload a file
Tick the Pre-populate with the existing team to update people box
Click on Download people template.
The downloaded data table includes the following fields:
- Name
- Email
Projects export
To download the list of your projects:
Navigate to the Projects page
Click on Import > Upload a file
Tick the Pre-populate with existing projects box.
Click on Download project template.
The downloaded data table includes the following fields:
- Client
- Notes
- Tags
- Budget (total hours)
- Non-billable (If Y, the project is marked as non-billable)
- All PMS have edit rights (If Y, Managers with ‘manage projects’ permission can edit this project).
Reports export
To export reports for offline work or external tracking:
Go to the Report page
Select People or Projects view
Select the report view that fits you best (Scheduled, Logged, Logged vs Scheduled, Past Logged + Future Scheduled)
Select the timeframe of your interest
Click Export in the top-right corner and select if you want to export chart or table data
📝Note: If you are on a Starter plan, you can export the Scheduled data only. Teams on the Pro and Enterprise plans can also export Logged data, including time tracking details.
People report export
For the People report, you can choose to export chart data, table data, or—if you are a Pro or Enterprise user—time tracking data.
Chart data export of the People report includes:
Date
Capacity hrs
Scheduled hrs
Scheduled %
Scheduled Billable hrs
Scheduled Billable %
Scheduled Non-billable hrs
Scheduled Non-billable %
Scheduled Tentative (all) hrs
Scheduled Tentative (all) %
Unscheduled hrs
Logged hrs - on Pro and Enterprise plans
Logged % - on Pro and Enterprise plans
Logged Billable hrs - on Pro and Enterprise plans
Logged Billable % - on Pro and Enterprise plans
Logged Non-billable hrs - on Pro and Enterprise plans
Logged Non-billable % - on Pro and Enterprise plans
Scheduled Overtime hrs
Logged Overtime hrs - on Pro and Enterprise plans
Time off / Holiday days
Table data export of the People report includes:
Person
Role
Department
Tags
Capacity hrs
Client
Project
Task
Time off
Holiday
Scheduled cost
Scheduled hrs
Scheduled Billable hrs
Scheduled Non-billable hrs
Scheduled tentative (all) hrs
Logged cost - on Pro and Enterprise plans
Logged hrs - on Pro and Enterprise plans
Logged billable hrs - on Pro and Enterprise plans
Logged Non-billable hrs - on Pro and Enterprise plans
Scheduled overtime hrs
Logged overtime hrs - on Pro and Enterprise plans
Unscheduled hrs
Time off hrs
Time off days
Holiday hrs
Holiday days
Scheduled % of capacity
Scheduled billable % of capacity
Scheduled billable % of scheduled
Logged % of capacity - on Pro and Enterprise plans
Logged billable % of capacity - on Pro and Enterprise plans
Logged billable % of logged - on Pro and Enterprise plans
Time tracking data export of the People report includes:
Person
Role
Department
Tags
Date
Client
Project
Project code
Task
Logged fee
Logged billable hrs
Logged Non-billable hrs
Notes
📝Note: This option is only available if your team uses time-tracking features (Pro and Enterprise plans).
Projects report export
For the Projects report, you can choose to export the chart data or the table data.
Chart data export of the Projects report includes:
Date
Scheduled hrs
Scheduled Billable hrs
Scheduled Billable %
Scheduled Non-billable hrs
Scheduled Non-billable %
Scheduled Tentative (all) hrs
Scheduled Tentative (all) %
Logged hrs - on Pro and Enterprise plans
Logged Billable hrs - on Pro and Enterprise plans
Logged Non-billable hrs - on Pro and Enterprise plans
Logged Non-billable % - on Pro and Enterprise plans
Table data export of the Projects report includes:
Project
Project code
Client
Tags
Phase
Budget fee
Budget hrs
Scheduled fee
Scheduled cost
Scheduled hrs
Logged fee - on Pro and Enterprise plans
Logged cost - on Pro and Enterprise plans
Logged hrs - on Pro and Enterprise plans
Budget used % (Total Scheduled)
Budget used % (Total Logged) - on Pro and Enterprise plans
📝Note: If the project budget is set per phase or per task, the budget column in the CSV export repeats the budget in each phase/task line. The budget column does not sum up on the CSV export.
API export
If you require more flexibility or wish to keep your Float data in sync with another service, you can export your data using the Float API. For more information and guidelines, please refer to our API documentation.