Overview: The PTO Summary report will provide detailed time off information including time off used, available time off, time off accrued, carry over balances, and more.
Export options include:
Run The PTO Summary Report
1. Start by clicking Reports in the top navigation followed by PTO Summary:
2. You can filter by an employee and the type of paid time off and choose the dates you want to run the report on. Click Submit once done:
3. Once the data has populated, you can export via CSV, Excel, or PDF. You can also print the report.
If you want to view a detailed summary for a specific employee, click their blue highlighted name:
Q: Can I remove certain columns from the PTO Summary Report?
A: No, we don't currently have an option to remove specific columns, but they can be removed after being exported to Excel or CSV.