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Create a leave taken report

James Nixon
Updated
EH Content Team
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Available for the following HR plans: Standard, Premium, Platinum
Available for the following Payroll plans: Standard, Premium
Available for the following user access level: Admin   

The Leave Taken Reporting feature lets you create a report that you can use to analyse leave requests in a certain time period. You can sort the report by the leave category and status. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Create the leave report

Create a leave-taken report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Report submenu.
    screenshot of the reports page, wioth a highlight on the time tab and leave report box

     

  4. You will now see the overview page, which displays the Accrued and Leave-Taken graphs.

  5. Click on the bar on the Leave Taken report graph.
    screenshot of the leave taken report graph, with a highlight on one of the bars on the graph
  6. Filter your search based on the following:
    • Show terminated personnel.
    • Personnel.
    • Date range.
    • Leave category.
    • Status.
  7. Click the Filter button.
    screenshot of the leave report page, with a highlight on the filter button

Data management

View an employee's leave request
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Report submenu.
    screenshot of the reports page, wioth a highlight on the time tab and leave report box

     

  4. You will now see the overview page, which displays the Accrued and Leave-Taken graphs.

  5. Click on the bar on the Leave Taken report graph.
    screenshot of the leave taken report graph, with a highlight on one of the bars on the graph
  6. Filter your search based on the following:
    • Show terminated personnel.
    • Personnel.
    • Date range.
    • Leave category.
    • Status.
  7. Click the Filter button.
  8. Click the View button.
    screenshot of the leave report page, with a highlight on the filter and view buttons
Download the leave taken report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Report submenu.
    screenshot of the reports page, wioth a highlight on the time tab and leave report box

     

  4. You will now see the overview page, which displays the Accrued and Leave-Taken graphs.

  5. Click on the bar on the Leave Taken report graph.
    screenshot of the leave taken report graph, with a highlight on one of the bars on the graph
  6. Filter your search based on the following:
    • Show terminated personnel.
    • Personnel.
    • Date range.
    • Leave category.
    • Status.
  7. Click the Filter button.
  8. Click the Download CSV button.
    screenshot of the leave report page, with a highlight on the filter and download csv buttons

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