The below information would allow you to pull different reports from the Edays system for locating used holiday and the entitlement earned between a period, which can then be consolidated within excel to produce a master report.
First of all, to run the absence information report:
- Go to the report's dashboard, this may be saved as a favourite, if it is not saved to your favourites you can find this by going to managers tools.
- Click on the data reports tab.
- Open the system reports folder from the reports folder list.
- Locate the absence information report and press play.
- Press the Filter button towards the top-right of the page.
- Select the absence type(s) you wish to report on.
- Filter the records for the time period required by setting the 'date of absence' filter to 'in between' and enter the dates
- Configure your filter(s) as required and apply any Sort settings towards the bottom of the page, our recommendation would be to sort the users by name and then group them by total days or total hours, depending on time unit used.
- Once all filter and sort settings are correct, press the Run button towards the top-right of the page to run your report again, with the filter(s) applied.
- After running the report, select the download button, download the report as a CSV file and pull the required data, for example 'Summary Only'.
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Secondly, to run the entitlement report:
- Go to the report's dashboard, this may be saved as a favourite, if it is not saved to your favourites you can find this by going to managers tools.
- Click on the data reports tab.
- Open the system reports folder from the reports folder list.
- Locate the entitlement this year report and press play.
- If you would like to include additional data such as transfers, please select report builder and search for the required fields (note this will only pull a value for transfers from previous to current years).
- To group the data for a specific pot or element, for example holiday, it is recommended to tick the relevant boxes.
- Once all filter and sort settings are correct, press the Run button towards the top-right of the page to run your report again, with the filter(s) applied.
- After running the report, select the download button, download the report as a CSV file.
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Third and finally, to run a year to date report:
- Go to the Admin Panel by selecting 'Admin Tools' then 'Admin Panel'.
- Select the 'Global' drop down and select 'Element setup'.
- Click on the 'run accruals to date report' option, just above the description box to the right.
- Alter the 'accrue to' configuration to pull the desired year to date information.
- If you require a rounding to be set, this can be altered using the 'Rounding' configuration. Our recommendation would be to round to the nearest half.
- Once the report has been filtered as desired, click the download button, which will pull the data on to a CSV file.
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Our recommendation would be to merge the 3 reports into a master document, to ensure all the data is localised to one report. This will also allow you to do further formulae to find and manipulate data as you require. Please find a Microsoft Guide below, detailing information on how to consolidate reports.