TimeOff 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"

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. And you can also choose which file type to send (either CSV or PDF).

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. And you can also choose which file type to send (either CSV or PDF).

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/

Updated on: 14/03/2024