Report Generation

Report Generation


LeaveWizard includes comprehensive report generation capability and provides five different basic leave reports that administrators can generate from within the application. Also, if 'Bradford Factor' calculation is enabled for the company then the option to provide a 'Bradford Factor' report will also be available. This is in addition to a Monthly Allowance report email which can be generated and automatically sent to users which is covered in a separate article. The reports pages are accessible from the 'Leave' drop down section of the main menu.

Leave & Absence


The Leave and Absence Report provides a list of requests which can be filtered by Work group, Employee, Event Type, Start Date and End Date. You can also choose to optionally include ex-employees in the report by ticking the 'Include Ex-Employees' box.



The results list is paginated and the page size can be selected. Initially the list is sorted by 'Name', the first column of the list, in ascending order. You can however sort by any column (Start Date, End Date, Duration, Creation Date or Status) by clicking the column title. Clicking the same column again will alternate between ascending and descending order. For example, clicking 'Start Date' will sort the previous list as follows:



There is also a range of buttons available on the page sub menu to allow easy access to common functions such as requesting leave, absence and overtime. The 'Export to Excel(csv)' button allows the generated list to be exported as a CSV (Comma Separated Value) file which can be read by Excel and other applications.

Remaining Allowances

The Remaining Allowances Report provides a list of users and their allowance information which can be filtered by Work group, Employee, Event Type and Year. The 'Export to Excel(csv)' button allows the generated list to be exported as a CSV (Comma Separated Value) file which can be read by Excel and other applications.



In addition to getting the remaining allowance report it is also possible to generate a time worked report for any user for the previous month from this page. On the far right hand side of each row in the list of users is a time worked export icon. Clicking this will export a time worked report as a CSV file. For example, clicking the icon for the user Paul Hayward will create and download a CSV file which can be viewed using Excel as shown.



As you can see, the user's work pattern and leave information is used to create a report showing the hours worked by them for the previous month. In this case, they have only taken 1 day as holiday in the month.

Leave Taken By Month

This is a more advanced report listing the monthly summary of Allowance, Remaining, Used, etc. The information can be filtered by Work group, Employee, Event Type and Year. Initially the list is sorted by 'Index', the first column of the list, in ascending order. You can however sort by any column by clicking the column title. Clicking the same column again will alternate between ascending and descending order. Buttons with a spreadsheet icon on the far right hand side, at the top and bottom of the list, allows the generated list to be exported as a CSV (Comma Separated Value) file when clicked. There are also a range of buttons available on the page sub menu to allow easy access to common functions such as requesting leave, absence and overtime.



Additionally the data in the report can be grouped by columns. You can do this by dragging any column header and dropping it onto the row at the top with 'Drag a column header and drop it here to group by that column' displayed.
There is also a link 'Click here to download a sample MS Excel file with preconfigured pivot table' which allows a template Excel file with a 'Pivot Table' to be downloaded. Pivot tables are used to reorganize and summarize selected columns and rows of data in a spreadsheet and this template can be used to do that for the data generated by this report.

Leave By Month Pivot

This is our most advanced report which has a wide range of options available. The information can be filtered by Work group, Employee, Event Type and Year. Coverage of all the options is however beyond the scope of this article.



Absence Taken By Month

The Absence Taken By Month Report provides a list of users and their absence taken each month which can be filtered by Work group, Employee, Event Type and Year. Clicking the 'Employee Name' button will alternate the user sort order between ascending and descending order. Clicking the 'Index' and 'Month' buttons will arrange the month columns in ascending and descending 'Index' or 'Month' order.



There are also a range of buttons available on the page sub menu to allow easy access to common functions such as requesting leave, absence and overtime.

Bradford Factor

If 'Bradford Factor' calculation is enabled for the company then this report option becomes available. The report provides a list of users and their Bradford Factor calculations which can be filtered by Work group and Employee. You can also choose to optionally include ex-employees in the report by ticking the 'Include Ex-Employees' box.



The results list is paginated and the page size can be selected. Initially the list is sorted by 'Name', the first column of the list, in ascending order. You can however sort by any column (Employed On, Leaving On, Bradford Factor or Calculated From) by clicking the column title. Clicking the same column again will alternate between ascending and descending order. For example, clicking 'Bradford Factor' twice will sort the previous list as follows:




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