Leave Time & Balances Report Description
This report provides you with information on leave time reported for the selected leave types by actiTIME users.
Leave Time & Balances Report is available within actiTIME Pro and actiTIME Online editions only
Leave Time & Balances Report is available in actiTIME interface only when 'Leave Time Tracking' feature is turned ON (see section Turn Features On / Off).
Leave time & balances information presented in the report includes:
- Total leave time reported for the selected leave types within the specified date range
- Time reported for each of the selected leave types within the specified date range
- PTO Balance as of the beginning and the end of the specified date range
- Sick days Balance as of the beginning and the end of the specified date range
Note: Only users who have the 'Generate Time Reports' permission may generate Leave Time & Balances reports. The users who do not have this permission will not see the reporting interfaces at all.
Tip: You can configure each Leave Type to be calculated as PTO, Sick Days or none in the Leave Types interface.
See sections PTO Balance Calculations and Sick Days Balance calculations for information on PTO and Sick Days accrual rules, section Edit Current PTO & Sick Days Balance for information on manual balance corrections, and section Browse Leave Types for information on leave type attributes related to PTO and Sick Days calculations.
Report results can be grouped by users, by departments, by days, weeks, or calendar months, depending on what data you need to summarize.
Users’ PTO & Sick Days balance data for two months, summarized by months (data grouping by months, then by users).
This report allows you analyzing monthly PTO & Sick Days balance dynamics within the company and provides you details on specific users’ balances.
Users’ PTO & Sick Days balance data for two months, summarized by users (data grouping by users, then by months).
This report allows you to view specific users’ PTO and Sick Days balance dynamics within the reporting period (two months) and provides you details on users’ balances for each month.
The following filters are available for the Leave Time & Balances report:
- Date range
- Selected Staff - you can create a report for all staff or only for the selected system users and departments.
- Leave types - you can create a report for all leave types users reported time for or for the selected leave types.
- Leave Time and/or Balances.
Leave Time & Balances Report Parameters
Parameters of Leave Time & Balances Report include:
Date Range - you can use one of pre-defined date ranges or configure a custom one.
Users to generate report for - all or selected actiTIME users, departments and time zone groups.
If you select option 'All Staff', report will show information for all users who entered leave time for the selected leave types within the specified date range.
Tip: Set ‘Include users without reported time’ checkbox in this filter, if you need to show users who did not reported leave time within the selected date range.
If you select specific departments or time zone groups, the report will show information for all users from these departments or time zone groups who entered leave time for the selected leave types within the specified date range.
If you select specific users, all selected users will be shown in the report even if some of them did not enter leave time within the selected date.
To view only selected users in the user selector click on icon.View selected user only in the user selector
To search users by name click on icon and start typing user name.Searching users by name in the user selector
To show users with disabled access in the 'Selected Staff' list set the 'Show users with disabled access' checkbox under the list.
Leave types to generate report for - all or selected leave types.Leave Type Selector
Tip: To see archived leave types in the selector, set the 'Show archived leave types...' checkbox under the list of leave types.
Data grouping options
Time format to be used in the HTML report - either decimal format (##.##) or hours/minutes format (HH:MM).
Note: This option is not applicable to the reports in CSV format. Reports in the CSV format always use decimal format for time-track data.
Columns to be shown in the report - when you have 'Manage PTO & Sick Days Settings' permission, you can choose which information should be shown in the report columns:
- Leave Time & Balances
- Leave Time only
- Balances only
Additional configuration options of the Leave Time & Balances Report allow you including following balance types in your report:
- Show PTO & Sick Days Balances
- Show PTO Balance
- Show Sick Days Balance
The report to be generated is shown on the preview. You can change its parameters and set the appropriate configuration.