On the Reports menu, under Leave, click Leave Summary Report.
In the Year drop-down box, select the year for which you want to generate the report.
To select the type of leave you want to include in the report, click the Leave Type 
box.
Generating Leave Summary Report
You may need to view the leave summary for the year. You can generate a consolidated report of employee leave detail summary for current or previous year or you can customize the output for leave summary report by setting up filters on the data.
Note: This report shows the leave balance details of the employee till date for the selected leave accounting period.
It includes carry forward leave balance, current year leave credit, number of leave applied/availed and
available leave balance till date.
To generate the consolidated leave summary report:
On the Reports menu, under Leave, click Leave Summary Report.
In the Year drop-down box, select the year for which you want to generate the report.
To select the type of leave you want to include in the report, click the Leave Type box.
The list expands to display the list of leave types. Do any of the following:
To include all leave types in the report, click Add All.
To include only some leave types in the report, click 
corresponding to the leave type that you want to include.
To remove all the added leave types together, click Remove All.
To remove added leave types individually, click 
corresponding to the leave type that you want to exclude.
Note: To collapse the Leave Type box click 
.
Click 
.
The consolidated leave summary report is generated.
Note: Fields marked * are mandatory and cannot be left blank.
You can also generate a customized output for leave summary report. To generate a customized output, you need to set up filters based on your requirements. For each filter, options are provided to quickly select the text from a list. Following are the different ways to retrieve data for each filter.
Enter the required text in the text box corresponding to the filter.
Select Equal To from the drop-down box and enter the required text.
Select Like from the drop down box and enter the first few letters of the text and then select the required text from the drop-down list. For example, to view all employees whose names begin with K, in the Employee Name text box, select Like and enter the text K. All the names that begin with K appear as a drop-down list. Select the required name.
Press SPACEBAR (on the keyboard) once, and select the text from the drop-down list.
To customize the output for leave summary report:
In the Year drop-down box, select the year for which you want to generate the report.
To select the type of leave you want to include in the report, click the Leave Type 
box.
The list expands to display the list of leave types.
Do any of the following:
To include all leave types in the report, click Add All.
To include only some leave types in the report, click 
corresponding to the leave type that you want to include.
To remove all the added leave types together, click Remove All.
To remove added leave types individually, click 
corresponding to the leave type that you want to exclude.
Note: To collapse the Leave Type box, click 
.
To generate a report using the search filters, do any of the following:
To generate the report for a specific employee id, in the Employee ID text box, enter the employee ID.
To generate the report for a specific employee, Employee Name text box, enter the employee name.
To generate the report for employees under a specific reporting officer, in the Reporting Officer text box, enter the Reporting Officer’s name.
To generate the report for a particular date or in a leave date range, in the Leave text box, enter the date or the beginning and ending date of the leave range.
To generate the report for employees in a particular department, in the Department text box, enter the department.
To generate the report for employees in a particular branch, in the Branch text box, enter the branch.
To generate the report for employees in a particular business unit, in the Business Unit text box, enter the business unit.
To generate the report for employees in a particular process, in the Process text box, enter the process.
To generate the report for employees with a specific designation, in the Designation text box, enter the designation.
Click 
.
The consolidated leave summary report is generated.
Note: Fields marked * are mandatory and cannot be left blank.
Click to know how to use the navigation bar on the report.
The columns displayed in the Leave summary report are:
Leave summary report columns
|
Column |
Description |
|
Employee ID |
Displays the ID of the employee who availed leave |
|
Employee name |
Displays the name of the employee who availed leave |
|
For every type of leave defined in the organization, the following details are displayed as summary |
|
|
Leaves carried over |
Displays the leaves carried over by the employee from the previous year |
|
Current year addition |
Displays the addition to the leaves in the current year |
|
Total eligibility |
Displays the total leaves for which the employee is eligible |
|
Availed & accepted |
Displays the leaves availed and accepted |
|
Leaves available |
Displays the leaves available for the employee |
Click to know more:
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