How to create Time Off reports

How to create Time Off reports

Create a Time Off report

1. Login to Time Off and select the "Reports" button on the left navigation bar.


2. Choose what type of report to create. There are four options:

  • Time Off Requests - Details on all time off requests submitted during a given date range. Can be filtered by Status (Approved, Pending, Rejected, and Closed).
  • Balance Report - Employee policy balances as of a given date. Can be filtered by Policy, Primary Department, and Primary Team. 
  • Usage Report - A tally of time off taken per employee during a given date range. Can be filtered by Policy, Primary Department, and Primary Team.
  • Audit Report - Details of all adjustments (automatic and manual) made to employee balances for all policies during a given date range.

3. Click the " Create Report" button to generate the report on-screen or click "Export to CSV" to export your report to an Excel/Google Sheets friendly format.



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