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Leave overview reporting

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin    

The Leave Overview Report provides a broad view of leave taken by employees across the year. It also lets you see leave taken against leave accruals for each month. The report will help you visualise these types of leave information, broken down by teams and locations. You can also download a CSV file of the report or filter the results based on personnel, location, team, cost centre, and unit.

Getting started

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

    Helpful Hint

    You will now see the Leave Overview page, which shows three graphs: leave by team, leave by location, and leave taken by employees across the year.

  4. Filter the information in the Leave Taken graph by:
    • Personnel.
    • Location.
    • Team.
    • Cost Centre.
    • Unit.
    • Show accrued leave.
    • Show terminated personnel.
    screenshot of the leave overview page, with a highlight on the search filters for the leave taken graph

    Important

    Click the Apply button for each filter you use.

    Helpful Hint

    Tick the Show accrued leave checkbox to see a graph of leave accrued beside leave taken per month.

    screenshot of the leave overview page, with a highlight on the show accrued leave checkbox

Data management

Download the leave overview report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Overview Report submenu.
    screenshot of the reports page, with a highlight on the time tab and the leave overview reports box

    Helpful Hint

    You will now see the Leave Overview page, which shows three graphs: leave by team, leave by location, and leave taken by employees across the year.

  4. Filter the information in the Leave Taken graph by:
    • Personnel.
    • Location.
    • Team.
    • Cost Centre.
    • Unit.
    • Show accrued leave.
    • Show terminated personnel.
    screenshot of the leave overview page, with a highlight on the search filters for the leave taken graph

    Important

    Click the Apply button for each filter you use.

  5. Click the Download CSV button.
    screenshot of the leave overview page, with a highlight on the download CSV button

Explore related content

  • Leave taken reporting This article covers how you can create a report on leave requests within a specific date period, broken down by the leave category and status.
  • Accrued leave reporting This article covers how you can create a report on your leave accruals, broken down by the leave category and team.
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