Admins are able to design their own CSV export of employees’ time off balances, requested, approved, and declined time off requests.
Create and download an export
- Navigate to Admin > Analytics > Custom reports.
- Select New report at the top right of the page.
- Select the Time off report option.
- Choose a Report date range.
- Select the relevant time off policies from the drop-down.
- Search and select the fields to include in the export.
- To select all fields within a category, mark the checkbox in the categories column on the left-hand side in the Fields section.
- To select specific fields within a category, click the category on the left-hand side in the Fields section and mark the checkbox for any relevant fields on the right-hand side.
- Filter to capture relevant employee data.
- Select Download CSV.
To save the report view to quickly navigate and download the custom report in the future, learn more about saving a report.