Overview: The PTO Summary Report provides a detailed overview of time off, including hours used, hours available, accruals, carryover balances, and more for the selected timeframe.

Export options include:

CSV
Excel
PDF
Print

Additional Resources:

How to Run the PTO Summary Report

PTO Summary Report Examples

Run The PTO Summary Report

1. Start by clicking Reports in the top navigation, followed by PTO Summary:

2. From there, you can:

Select Employees
Filter by Paid Time Off
Specify the Start/End Date

And Submit once done:

3. After the data has populated, you can use the Column Visibility filter to specify which columns you want or don't want to see. You can proceed with exporting via CSV, Excel, PDF, or print the report:

4. To view a detailed summary for a specific employee, click their blue highlighted name:

PTO Summary Report Examples

Below you'll find examples of the PTO Summary Report Preview page, which gives you a snapshot of employee hours before exporting, along with CSV, Excel, and PDF export examples.

	Report Examples
Report Preview	View Example
CSV	View Example
Excel	View Example
PDF	View Example

FAQ

Q: Can I remove certain columns from the PTO Summary Report?

A: Yes, the PTO Summary has a Column Visibility filter allowing you to specify which columns are visible.