7.1. Balances Report

The Balances report shows an overview of the total and used balance of each leave type by each employee, as well as the total days and total hours each employee has in general.

Filters

Data can be filtered by the following:

1. Leave policy as the main filter
2. Location
3. Team

Report data

1. List of employees with the start and end dates of their current year.
2. Leave types with the total and used balance by each employee of each leave type they have.
3. Sum of used and remaining days and hours for all leave types, excluding leave types with infinite balance and monthly cycles.

Export

Click “Export excel” to export the required data in the form of an excel sheet.

Year filter

You have 3 options when it comes to timely filter the data included in the report
1. Last year
2. This year
3. Next year