This guide has been created for system authorisers and administrators.
Specific role permissions may be required, including: Reports Dashboard.
Edays provides the ability to run both preset and custom absence, overtime, system usage, and entitlement reports, and for these reports to be downloaded as a CSV, HTML, or XLS file.
This guide provides the steps required for an admin or authoriser to run an entitlement report.
Step by step guide:
- Navigate to Manager tools > Reports dashboard.
- Select the Data reports tab in the top left of the dashboard page.
- Under the System Reports heading, locate either the last year, current year or next year entitlement report.
- Click the run report button (play icon) to the right of the report.
You can apply additional filters to a pre-set report and save it with a new report name. To view our guide to applying filters to a report please click here.
If you would like to enlarge the video, please click on it to expand.
Please note: Your visibility of users included in reports is determined by the Reporting User View setting. If you are an authoriser, and you are unable to see required users in reports, please raise this to one of your system administrators.
Reports - Running an absence information report | Reports - Running a system information report