If you're logged in as a Company user in Worksome and have the role of Owner, Admin, Hiring Admin, or Finance, you can access the Data Exports tool.
📥 What does the Data Exports tool do?
You can download reports related to:
Contracts
Payment Requests
Jobs
Each export can be filtered by a specific time period. Once the report is ready, Worksome will send a download link to your account email address.
📑 Types of Reports Available
Contract Export 👷♂️
Includes contract-related data such as:
Start and end dates
Rates and conditions
Payment terms
Contract type
Fees
Compliance data (e.g. employee classification, IR35 status)
✅ Includes active and ended contracts
Payment Request Export 💸
Includes all data shown on the Payment Requests page:
Billed time and bill amounts
Fees
PO numbers
Invoice and expense amounts
Approval dates
& more
Job Export 🧑💻
Includes key information from the Jobs page:
Dates and rate ranges
Currency and job type
Skills and custom fields
Number of offers, conversations, and hires
Job owners
What if there is no data?
If you request a report for a time range that has no data, you'll receive an email letting you know that no results were found, with a prompt to try a different time range or report type.