Articles on: Reports

Time-Off Transaction Report

The Time Off Transaction Report section lets you see consolidated detail on Time Off requested by your team.

STEP 1

From the side menu, click on the “Reports” then click “ TimeOff Transaction Report"

Click on Generate Report .

STEP 2

On the top left corner, you can choose whether to generate a report for yourself or your team by choosing either “All Members”

STEP 3

Select any date from the calendar, weekly and Monthly will be automatically populated.

STEP 4

Select any member from the member dropdown.

Click on** Group by** icon drop down to view report by Date OR Member.

STEP 5

Click on the Sent Icon button to send the report to individual email address. You can define the Subject & Message body of the email.

STEP 6

Click on the Schedule Icon button to schedule the report to be sent to individual email address on specific Date/Time intervals. You can define the Subject & Message body of the email.

STEP 7

Click on the Download Icon button to download the report in CSV format.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Navigate to the Reports section and click on Time Off Transaction Report.

Select the required Select By, Date Range, Member, and Group By criteria based on the data you want to generate.

Click the Generate Report button to retrieve the report data.

Click the Members dropdown and select members based on Departments, Teams, or Individual Members.

Use the Date Filter option to filter the report by:

Weekly
Monthly
Custom Date Range

You can further refine the report by applying the following filters:

Policy Name

Changed By

Duration

After selecting the desired filters, click the Apply button.

To share the report, click the Send button and send the Time Off Transaction Report to the desired recipients.

To automate report delivery, click the Schedule Report button and configure the scheduling settings as required.

To export the report, click the Download button and select either PDF or CSV as the download format.

Updated on: 22/06/2026

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