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.
Important: This report is specific to the Time Off feature. If Time Off isn't enabled, you can enable it with the steps here.
Export options include:
CSV
Excel
PDF
Print
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 types
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:
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.
Q: Why does my PTO Summary report say "No data for this date range?"
A: If the PTO Summary report is blank, either Time Off has not been enabled, or employees have not submitted any time off requests or received any accruals for the date range indicated. If Time Off is not enabled, you can follow the steps here to enable it.