Customizing Time-Off Tracking Reports

You can customize the following Time-Off Tracking Reports Templates to create unique saved searches:

Customizing a Time-Off Tracking Report Template

Go to Lists > Search > Saved Searches.
Next to the template that you want to customize, click Edit.
In the Search Title field, remove “TEMPLATE” from the name of the search, and add a new name if you want.
In the Audience subtab, from the Roles list, select the roles that should have access to the saved search.
If needed, update any other settings (like search criteria in the Criteria subtab).
Click Save As.

To let people access time-off tracking reports from the menu, you'll need to create a center category.

Go to Customization > Centers and Tabs > Center Categories > New.
Set the following values:
- Set the Label field to Time-Off.
- In the Center Type list, select Classic Center.
- In the Center Tab list, select Reports.

In the table, depending on the report that was used to create the saved search, set the following values:

For each of the following reports:

Set the Link column to:

Set the Label column to:

Approved Time-Off Requests

Approved Time-Off Requests Results

Approved Time-Off Requests

Pending Time-Off Requests

Pending Time-Off Requests Results

Pending Time-Off Requests

Rejected Time-Off Requests

Rejected Time-Off Requests Results

Rejected Time-Off Requests

Upcoming Approved Time-Off (1 Month)

Upcoming Approved Time-Off (1 Month) Results

Upcoming Approved Time-Off (1 Month)

Time-Off Plan Assignment

Time-Off Plan Assignment Results

Time-Off Plan Assignment

Employees without Time-Off Plans

Employees without Time-Off Plans Results

Employees without Time-Off Plans

Work Calendars

Work Calendars Results

Work Calendars

Now you can access the reports at Reports > Time-Off.