Articles on: Reports

TimeOff Transaction Report

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.



Updated on: 13/06/2023

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