Reports

Reports

LeaveWizard provides three leave reports administrators can access from within the application and a Monthly Allowance report email which is covered by a separate article. The reports pages are available from the Administrator’s dashboard using the Leave Reports drop down as displayed in the screenshot below.

Leave & Absence Report

The leave taken report provides a list of leave requests which can be filtered by workgroup, employee, leave type, start and end dates. In addition you may decide to include ex-employees leave in the report. The results list is paged as it can potentially be very long and you can sort by each column by clicking the column title.



There is a range of buttons at the top allowing you to export the data in comma separate values format (CSV) readable by Excel and other spread sheet programs and to perform other common operations like requesting leave or recording absence and moving on to the other report pages.
Leave Taken By Month
This is a more advanced report listing monthly summary of Allowance, Remaining Allowance, Balance, Accrued and other values per month for the selected employee/workgroup, leave type and year. This is typically used for finance purposes.


The report provides filtering by workgroup, employee, leave type and year and has the option to include ex-employees too. Like the leave taken report this can also be exported and the buttons at the top provide quick links to related functionality.
Additionally the data in this report can be grouped by columns. You can do that by dragging and dropping a column in the highlighted area (see the screenshot above). On this page we also provide a template excel file with a “pivot table”. It can be used to format the exported data from this report as a pivot.
Leave Taken By Month Pivot
This is our most advanced report with a wide range of filtering, grouping and accumulation options. Like in the other reports you can filter the entire list by workgroup, employee, leave type and year and you can also additionally filter by one or more column listed in the left side of the data table.On the right side data is presented by month and for each employee and month we can see the numbers for Used, Accrued, Balance and Accrual. Additionally in the very right end of the data table there are totals for these values for the leave year.


This report is also typically used for finance purposes. Due to the complicated nature of it we will be providing a separate guide/screencast in the near future.

General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Restrictions Part 1
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Setting up LeaveWizard – Public Holidays
  11. Setting up LeaveWizard – Approvers
  12. Setting up LeaveWizard – Event types and Allowances
  13. Setting up LeaveWizard – Organisation and users
  14. Setting up LeaveWizard – Basic settings
  15. Monthly Allowance Reports
  16. Recording leave in hours
  17. Location specific Public Holidays
  18. Showing and hiding allowances and leave details
  19. Carry overs explained
  20. Allowing events to be recorded on non-working days
  21. Allowing events to be requested in the past
  22. How to allow or disallow users editing requested events
  23. Setting your default company leave year
  24. The Bradford Factor
  25. Overtime and Time Off in Lieu
  26. Leave Visibility and Leave Type Visibility groups
  27. How is my billing information processed?
  28. Subscribing to a paid plan
  29. How can I view my account details
  30. How to manage room bookings
  31. How to share your company calendar
  32. Outlook and Google Calendar Integration
  33. Specifying someone to cover leave
  34. Alternative Work Patterns
  35. My Settings
  36. Cancelling leave
  37. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  38. Recording absence
  39. Base Leave Types
  40. Changing your password with LeaveWizard
  41. Approving or Rejecting Leave
  42. Leave Charts and Calendars
  43. Requesting leave
  44. Configuring allowances
  45. Performing a bulk upload
  46. Tracking appointments in LeaveWizard
  47. How does LeaveWizard Calculate Holiday Entitlement
  48. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  49. Mandating leave requests in advance
  50. My line managers aren't approving leave requests, what should I do?

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