Generating Leave Detail Report

You may need to view a report with the leave details of employees at any point of time.

You can generate a consolidated leave detail report of all employees or set up filter criteria and generate a customized report output for leave details of employees.

Note: This report displays the details of leave transactions of employees.

To generate a consolidated leave detail report:

On the Reports menu, under Leave, click Leave Details.
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 select the columns you want to include in the report, in the Custom Columns box, do any of the following:

To include a column in the report, select the corresponding check box.

To exclude a column, clear the corresponding check box.

To include all the columns, click Check All.

To exclude all included columns, click Uncheck All.

Click Create Report.

The consolidated leave detail report is generated.

Note: To reset the page, click Reset

Note: Fields marked * are mandatory and cannot be left blank.

You can also generate a customized output for leave detail 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 Is 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 detail 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 select the columns you want to include in the report, in the Custom Columns box, do any of the following:

To include a column in the report, select the corresponding check box.

To include all the columns, click Check All.

To exclude all included columns, click Uncheck All.

To exclude a column, clear the corresponding check box.

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 Date 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 division, in the Division text box, enter the division.

To generate the report for employees in particular processes, 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.

To generate the report for only resigned employees, select the Resigned employees check box.

Click Create Report.

The report is displayed according to your specifications.

Note: To reset the page, click Reset.

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 detail report are:

Leave detail report columns

Column	Description
Employee ID	Displays the ID of the employee who availed leave
RO	Displays the name of the RO who has approved for leave
Employee Name	Displays the name of the employee who availed leave
Designation	Displays the designation of the employee
Process	Displays the process to which the employee belongs
Applied date	Displays the date when the employee applied for leave
From date	Displays the starting date of leave period
To date	Displays the ending date of leave period
The following information is displayed under the type of leave selected for report
Cancel request	Displays the number of leave requests that are cancelled
No action	Displays the number of leave applications of the employee on which no action was taken
Applied	Displays the number of applied leave days
Cancelled	Displays the number of cancelled leave days
Rejected	Displays the number of rejected leaves
Approved	Displays the number of approved leaves

Click to know more:

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Generate Leave Summary Report