Home Features Tour Pricing
Blog Support Contact us
Call us today on +44 (0)1227 812932 Get your FREE Trial

Running / Printing a balance report


Within WhosOff any approvers and super users can quickly gain access to and print reports that show staff balances.

New

View knowledge hub


Within WhosOff any Approvers and Super users can quickly gain access to reports that will display their staff leave entitlements, to run this sort of report you can follow these steps.

  • Log in to your WhosOff account
  • Click Reports on the Left Hand menu
  • Click Reports Dashboard
  • Under the Breakdown section, click Allowances
  • This will show the allowances for the whole company by default but you can use the filters at the top to select a specific department, staff member or just the staff you approve*
  • Click Search.
* Depending on your Cross Department View settings, Approvers may only be able to run reports for their own Department and / or the Staff they directly approve for, super users will always be able to run reports for the whole company.

A view of the report can be seen below.

Balance Report-resize.jpg

If you wish to print the report click Print Report at the top right. You can also Export the data to a .CSV or .XLSX spreadsheet.

PLATFORMS

Web / Online

CATEGORIES

Reporting / Reports

PHRASES

allowance report, allowances, balances, staff balance report, leave entitlement, user balances

SHARE

Find WhosOff on Facebook Follow WhosOff on Twitter Connect with WhosOff on LinkedIn

DIRECT LINK

https://www.whosoff.com/support/knowledgebase/running-printing-a-balance-report

Similar articles

How do I print staff leave records?

Approvers and super users can use the reports area to obtain records of staff members' leave and allowances.

Why can't I see a particular leave entry?

Depending on the company settings, certain leave types may not be visible to Staff- or Approver-level users.

Setting up 2nd / 3rd Notifiers

While users only have one approver, super users can choose up to 2 individuals to receive notifications about a user's leave requests.

How do I run a Bradford Factor report?

Approvers and super users can use reports to obtain a Bradford Factor score for their staff.

INSTANTLY REDUCE TIME SPENT ON LEAVE MANAGEMENT

Get your long FREE trial today!

No obligation and no payment setup required.
Sign up today and get until Sunday, 26th May 2024 to try the full service, for Free!
 

Start Your Free Trial