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Leave Report

The Leave Report summarizes how much leave each employee has taken and how much is pending approval. A linked Leave Quota Report shows each employee's leave allowance and how much remains.

Where to find itReportsLeave Report

You can switch to the Leave Quota Report using the small pie-chart icon in the page action bar.

Permission required: Your role must have View Leave Report enabled.


1. Leave Report (main view)

How to use it

  1. Open Reports → Leave Report. It defaults to the current month through today.
  2. Set the Duration (labelled Date Range).
  3. Optionally choose an Employee, or leave it on All.
  4. Click Clear Filters to reset.

Filters

Filter What it does
Duration The date range for the leave counts.
Employee A single employee, or All.

Columns

Column Meaning
Employee The team member.
Approved Number of approved leaves (a half-day counts as 0.5).
Pending Number of leaves awaiting approval (half-day counts as 0.5).
Action View opens a detailed breakdown for that employee.

Viewing leave details

Click View on any row to open a detail window for that employee. It shows:

  • One card per leave type with the count taken.
  • Two tabs: Approved and Pending.
  • A table with Leave Type, Date, Paid (a Paid/Unpaid badge, plus an Over Utilized note where relevant), and Reason. Half-day leaves are badged.

Export

Click Export Excel on the main table to download the summary as an .xlsx file.


2. Leave Quota Report

This sub-report shows each employee's total leave allowance and how many leaves remain.

How to use it

  1. From the Leave Report, click the pie-chart icon to open the Leave Quota Report.
  2. Choose an Employee (or All), the Year, and (when shown) the Month.
  3. Click View on a row to see that employee's quota detail.

Filters

Filter What it does
Employee A single employee, or All.
Year The year to report on (current year and the previous four).
Month Narrows the quota to a specific month (when shown).

Columns

Column Meaning
Employee The team member.
No. of Leaves The total leave quota allowed.
Remaining Leaves How many leaves are still available.
Action View opens the employee's leave-quota detail.

Export

Click Export Excel to download the leave-quota data.


Tips

  • Half-days are counted as 0.5 in both the Approved and Pending columns, so totals may show decimals.
  • Use the Leave Quota Report before approving new requests to confirm an employee still has allowance remaining.