Leave Balance Summary
Only Administrator, Manager, and Approver Roles can view this report.
Administrator and Manager roles can see the leave balances summary for all employees. Approver role can only see the leave balance summaries for the employees assigned to them.
This report gives a report on Summary of Employees' Leave Balance.
To check the Leave Balance Summary, go to the Reports section in the side menu and select "Leave Balance Summary".
Reports - Leave Balance Summary
Leave Balance Summary Page - First View
Set Search Filters
In the Leave Balance Summary Report, you can see details about employees' Leave balance details as a summary. To get report data, first apply the filters you need. Here are the filters you can use:
- Department
Department Selection - Example View
- Sections
Section Selection - Example View
- Employee : You can either select all employees at once or choose up to a maximum of 10 employees per search.
Employee Selection - Example View
If you try to select more than 10 employees per search you will get the following message.
- Leave Types
Leave Type Selection - Example view
- Date
Date Selection - Example View
Then click the search button.
Leave Balance Summary - Search Button
Export Leave Balance Summary Report
You can also export your report to CSV format by clicking the 'Export CSV' button. It will download your report as CSV file.
Leave Balance Summary Report 'Export CSV' button
Leave Balance Summary Report CSV file example
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