Time-Off Tracking Reports

The Time-Off Tracking SuiteApp comes with saved searches you can use as reports

Important:

The saved searches aren't public by default. Administrators need to customize them to set who can access each one and where they show up in the Reports menu. For more information, see Customizing Time-Off Tracking Reports.

You can access the following saved searches through their own menu options at Reports > Time-Off:

You can print or export Time-Off Tracking saved search results to share them as reports. Exporting works for Excel, CSV, and PDF. Use the print and export icons at the top of the results list. You can also email saved search results to other users. To do this, see Saved Search Email.

For more information about saved searches, see Saved Searches.

Approved Time-Off Requests Saved Search

The Approved Time-Off Requests saved search lists active employees with approved requests. Results are sorted by employee name, then start date and time-off type.

Employees without Time-Off Plans Saved Search

The Employees without Time-Off Plans saved search lists active employees who don't have a time-off plan. Results are sorted by employee name. In the list, click Edit for any employee to assign them a plan.

Pending Time-Off Requests Saved Search

The Pending Time-Off Requests saved search lists active employees with requests waiting for approval. Results are sorted by employee name, then start date and time-off type.

Rejected Time-Off Requests

The Rejected Time-Off Requests saved search lists active employees with rejected requests. Results are sorted by employee name, then start date and time-off type.

Time-Off Plan Assignment Saved Search

The Time-Off Plan Assignment saved search lists the plan assigned to each active employee. Results are sorted by plan, job, and employee name. In the list, click Edit for any employee to update their plan.

Upcoming Approved Time-Off (1 Month) Saved Search

The Upcoming Approved (1 Month) Time-Off saved search lists active employees with approved requests starting in the next month. Results are sorted by employee name, then start date and time-off type.

Work Calendars Saved Search

The Work Calendars saved search lists work calendar assignments for active employees. Results are sorted by work calendar and employee name. In the list, click Edit for any employee to update their time-off plan.

Related Topics

General Notices