Report Settings

Accessing Report Settings:

1. Go to the Time-Off Module.
2. Click Account Settings in the left navigation panel.
3. Select the Report tab.

Customizing Columns in Summary Reports:

You can choose which columns appear in the Time-Off Summary report to give employees and managers clarity on their balances:

• Allowance: Yearly hours/days allocated.
• Balance: Current balance including approved and pending requests.
• Allotment: Starting balance at the beginning of the year (excludes carry-over).
• Carry-Over: Hours/days carried over from the previous year.
• Current Balance Standing (CBS): Balance considering time taken vs. expected accruals.
• Estimated Year-End Balance (Est YE): Projected balance at year-end if no new requests are made.
• Balance to Date: Balance as of today, ignoring future approved/pending requests.
• Accrued Balance: Time accrued from balance accruals.

You can also display Employee IDs in certain reports if your account uses them.

Reporting Restrictions for Managers:

By default, managers can only run reports on users they directly manage. You can expand their access to include:

• All users in the account
• Users they manage, plus hierarchy, department, or office groups

Additional Options:

• Enable Month-End Summary Report: View starting balances, time taken, earned, adjusted, and canceled each month.
• Quick Stats Balance Display: Control whether pending hours are deducted from balances shown in Quick Stats:

• • Balance to Date
  • Usable Balance
  • Usable Balance + Pending
  • Estimated Year-End Balance

Save your changes to apply any customizations.