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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Tracking unbilled time and expenses is crucial for service businesses. But jumping between Harvest and Excel creates friction.
What if your Uninvoiced Report data lived right in your spreadsheet? And updated automatically?
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your Harvest account
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Step 3:
Select and import the Uninvoiced Report
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Step 4:
Set up auto-refresh to keep data current
Step-by-step guide to importing Harvest Uninvoiced Report
Step 1: Install Coefficient and connect to Harvest
First, add Coefficient to your Excel workflow:
- Insert Open Excel and click thetab
- Get Add-ins Selectfrom the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Add Clickto install
- Once installed, find Coefficient in your sidebar
Now connect to your Harvest account:
- Import from… Clickin the Coefficient sidebar
- Scroll to find Harvest in the connectors list
- Connect Clickand follow the authentication prompts
- Enter your Harvest credentials when prompted
Step 2: Import the Uninvoiced Report
With Harvest connected, let’s import your Uninvoiced Report:
- Reports Selectfrom the data type options
- Uninvoiced Report Find and click onfrom the list
- Choose your desired date range and any other filters
- Select the columns you want to import
- Import Clickto bring the data into your Excel sheet
Your Uninvoiced Report data now lives in Excel. You can format it, create pivot tables, or build custom calculations.
Step 3: Set up auto-refresh (optional)
Keep your data fresh without manual updates:
- Refresh Click thebutton next to your imported data
- Schedule Refresh Select
- Choose your preferred frequency (hourly, daily, weekly)
- Set specific times for updates
- Save Clickto activate automatic refreshes
Now your Uninvoiced Report will update automatically. No more manual exports or outdated data.
Available Harvest Data in Coefficient
Reports
- Uninvoiced Report
- Projects Time Report
- Team Time Report
- Clients Time Report
- Clients Expense Report
- Projects Expense Report
- Team Expense Report
Objects
- Invoices
- Clients
- Expenses
- Projects
- Client Contacts
Take control of your unbilled work
Tracking unbilled time and expenses is critical for service businesses. With Coefficient, you’ve now got a direct line to your Harvest Uninvoiced Report right in Excel.
No more manual exports. No more outdated data. Just live information that helps you make better decisions about client billing and cash flow.
The best part? This is just one of many Harvest reports you can bring into Excel. From time tracking to expense management, Coefficient bridges the gap between your time tracking system and your analysis tools.
Ready to streamline your billing process and get better visibility into unbilled work? Coefficient makes it simple to keep your finger on the pulse of billable hours.
Try Coefficient todayWant to see how much easier tracking unbilled work can be?and transform how you manage your Harvest data.
Related Harvest Use Cases
How to Import Clients Data from Harvest into Google Sheets
Learn how to import Harvest Clients data into Google Sheets using Coefficient. Get real-time access to your client information for better project management and reporting.
How to Import Client Contacts Data from Harvest into Google Sheets
Learn how to seamlessly import Harvest Client Contacts data into Google Sheets using Coefficient for real-time access to your client information.
How to Import Clients Data from Harvest into Google Sheets
Learn how to import Harvest Clients data into Google Sheets using Coefficient. Get real-time access to your client information for better project management and reporting.
Frequently Asked Questions
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How to generate Uninvoiced Report in Harvest?
In Harvest, navigate to Reports > Time > Uninvoiced. Select your date range and other filters to generate the report. This shows all time and expenses that haven’t been invoiced yet. Coefficient simplifies this process by letting you access this report directly in Excel, with options to customize and refresh automatically.
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How to automate importing Harvest Uninvoiced Report to Excel daily?
Manually, you’d need to export from Harvest and import to Excel every day – tedious and error-prone. With Coefficient:
- Import the report once
- Click the Refresh button
- Select “Schedule Refresh”
- Choose “Daily” and set your preferred time
Your report will update automatically every day.
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How do I create a Harvest Uninvoiced Report in Excel?
Creating this report manually requires exporting CSV data from Harvest, then formatting and calculating in Excel. Coefficient streamlines this by:
- Connecting directly to Harvest
- Importing the pre-built Uninvoiced Report
- Maintaining the connection for easy refreshes
This saves time and ensures accuracy.
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How to send Harvest Uninvoiced Report by email automatically?
Without specialized tools, you’d need to manually export, attach, and email the report regularly. Coefficient offers automated report distribution:
- Import your Uninvoiced Report
- Click “Automations” in the sidebar
- Select “Email Report”
- Set recipients, schedule, and format
Your team gets fresh data without manual work.
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How to send slack alerts about Uninvoiced Report data from Harvest?
Traditionally, you’d need to check reports manually and message team members about unbilled work. With Coefficient:
- Import your Uninvoiced Report
- Set up “Slack Alerts” in Automations
- Configure conditions (e.g., unbilled time > 40 hours)
- Choose recipients and frequency
Your team gets notified automatically when action is needed.
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