Overview:
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 build and run a custom report, specifically around the entitlement transfer process.
Step-by-step guide:
- Navigate to Manager tools > Reports dashboard.
- Select the Data reports tab in the top left of the dashboard page.
- Select Create report
- We would recommend selecting Create entitlement report
In order to add additional builders, such as the Carry over cap, please see below:
- Click the Report Builder button at the top of the page.
- Report fields are grouped in folders on the left side, click the small pointer on the left of a folder to display the field options contained within. Alternatively, use the search box to locate the required field.
- Left-click and drag a field to the 'Drag fields here' section to add it as a column in the report.
- Column positions can be rearranged by dragging and dropping the grey column headings.
- Click run to generate your report immediately.
We would recommend adding the following fields to the report: First name, Last name, Entitlement pot, Entitlement element, Automatically carry over, Carry-over cap, User template
In order to add additional filters, for example, if you only want to see if the entitlement is set to carryover, please see below:
- Click the Filters button at the top of the page.
- Select the filter you wish to apply from the drop-down list at the top of the screen - the filter will appear on the page.
- Configure your filter(s) with required parameters and values.
- Select any required sorting options using the 'Sort' dropdown.
- Once the filters and sort options have been configured, press the Run button towards the top-right of the page, to run your report again with the filter(s) applied.
Example:
Finally, we would highly recommend saving this report, as this allows you to run it yearly OR when you desire.
Related Guides:
Reports - Building a new report | Reports - Applying filters to a report