The best reporting vocabulary is often the one a team already uses. An agency may talk about projects and billable amounts, while a legal team expects matters and fees. A finance export may need a stable filename every Monday. Until now, adapting a report usually meant renaming columns after every download.
Keito Business saved reports can now remember export presentation settings as JSON.
{
"title": "Client utilisation",
"filename": "{report}-{from}-{to}",
"sheetName": "Utilisation",
"project": "Matter",
"rate": "Hourly fee",
"amount": "Fees"
}Save that object with a report and its CSV, Excel, and PDF downloads use the chosen labels. Template variables insert the saved report name, view, start date, and end date, making recurring exports predictable without a manual cleanup step.
One preference, saved with the report
Export settings live alongside the saved report’s name, filters, grouping, and sharing preferences. Run the report again next week and the same presentation choices are ready. You can edit the JSON from the report’s Save menu or clear it to return to Keito’s defaults.
The keys cover document-level presentation such as title, filename, and sheetName, as well as the headings used by time, expense, and detailed exports. Each export uses only the headings it already contains.
Designed to be flexible, not permissive
These settings sit at the presentation layer. They can rename a heading; they cannot add a field, change a filter, or unlock data.
That means a manager without billable-rate access still cannot receive rates by calling the column something else. A shared saved report is always rerun with the viewer’s current workspace and project permissions. Saved Reports and their JSON settings remain Business-only, and advanced report gates continue to apply.
Solo and Pro are unchanged: both plans keep their existing standard report exports, but do not gain Saved Reports or saved JSON configuration.
Better time-report detail, too
This release also makes everyday time review easier:
- Entries and Detailed Time put a clock span beside the note, such as
[12:43pm - 12:52pm] Reviewed draft. - Entries show Rate and Amount to people with permission to see them.
- Time Report adds searchable Client and Project filters plus an effective Rate column.
- Detailed-time CSV downloads now include contractor-friendly fields such as separate names, roles, employee status, currency, external-reference URL, and permission-gated billable and cost values.
The aim is simple: exports should be ready for the next person in the workflow while staying faithful to the same access rules as the screen.
Read the full setup guide in Report Export Settings.