This feature can only be accessed by Managers, HR Managers and Admins.


The Report Builder is intended to provide an overview of what is happening in your teams. For more accurate reporting we suggest using the Data Export where you can download a CSV of request data. 



To access the Leave Report Builder, select Reporting > Leave Report Builder




The Leave Report Builder will be shown.







The image below describes the different views and sections of the Report Builder. 






We have included in every setup a sample of reports that we think you might find useful. These can be edited, removed or added to, to suit your requirements.






Select the Data tab in order to choose the information you want to report on. There are a few options here as shown below;






The Options tab allows you to filter the data further to get exactly what you need to see. There are lots of options here, see more information below;




Your report will be displayed in the chart/table area when it has been created. Please note that large data sets naturally take a longer time to load. For best results wait until a report has been built before creating another one. 

 

You can now use the Save button to save this report if you want to generate it at a future date. Please note if you have access to multiple teams the naming convention when saving the reports should distinguish this to avoid confusion.


For Bradford factor, please see here.