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Overview: The Future Paid Time Off (PTO) Report displays upcoming PTO scheduled for employees. It includes employee names, PTO dates, time off types (e.g., vacation, personal time, holiday), the number of hours, and any associated notes.

Export options include:

Instructions:
​​​How to Run the Future Paid Time Off (PTO) Report

How to Schedule a Report Send

Future Paid Time Off (PTO) Report Examples

1. Start by clicking Reports in the top navigation followed by Custom Reports:

2. Click Built In Reports at the top and once on that tab, click Future Paid Time Off (PTO) Report:
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3. By default you will see data for the next 100 days, but you can edit the pre-existing filter or use the + Filter option to add a new one:

4. By clicking the 3 dots ( ⋮ ) associated with a header you can sort in ascending or descending order or create a filter for the column:

5. And by clicking the arrow pointing down ▼ at the bottom of a column, you can see information for the column such as the Sum, Average, or Count:

6. Once you've filtered the data as needed, you can download by choosing Export in the top right-hand corner followed by Export Now.

You'll also see an option to Schedule export, which is outlined in more detail here.

7. After choosing Export now, you'll receive a prompt to select the export format — CSV or Excel. Make a selection and click Export now:

8. Your report should download to your designated downloads folder. If not, click the "If not, click here" link to re-download:

1. To schedule a report send, start by visiting the report for which you want to schedule a send a click Export on the right followed by Schedule export:

2. You'll receive a pop-up where you can see any pre-existing scheduled sends for the report. Otherwise, to create a new scheduled send, click + Schedule an Email:

3. Here you can specify the details of the schedule send including the:

Along with how frequently you want the email to be sent:

And at what time, in which time zone.

4. After you've entered all the necessary details you can either Send Test to preview the email or Schedule Email:

5. After scheduling the email, you'll be taken back to the Manage exports page where you can see your newly created scheduled send, with the ability to create more scheduled sends:

6. By clicking the 3 dots ( ⋮ ) associated with a scheduled send, you have the choice to Edit, Send Test or Delete:

7. Below is an example of a report being received by email through the scheduled send:

Below you'll find examples of the Future Paid Time Off (PTO) Report Preview page which gives you a snapshot of employee details before exporting along with CSV and Excel export examples.