Viewing Absence Management reports

You can use the Reports menu to view lists of service, transaction, and balance information for your organization’s absence plans. You can create a report with additional filter criteria by selecting Create Report in the Options menu under the ellipsis icon. See the Rich Client User Guide for more information.


Function	Navigation
View resource service hours to validate service data in Absence Management against payroll data in an external payroll system. The data that is displayed can be limited to records that meet this criteria: contain a selected service code contain service codes within a selected service class are within a specified date range.	Reports > Service Records > Service.
View event history to verify the number of hours that are used to decrement a balance in an absence plan. You can also confirm a given event has been added for a resource. The data that is displayed can be limited to records that meet one of these criteria: contain a selected reason code contain reason codes within a selected reason class are within a specified date range are for a specified day of the week. Total hours and Occurrences are displayed.	Reports > Service Records > Events.
View a list of service records where the Service Status or the Event Status is closed. Use to verify service records that were closed after the Close Unprocessed Service Records set action is run.	Reports > Service Records > Closed.
View absence transactions by status and optionally, by Balance Type within status. Use the Unprocessed tab to view transactions that are created in Manual Transactions or by Create Buy Sell Transactions, Restore FMLA, or Transfer Plans actions. After you run Process Plans and these records are in a processed status, they are no longer displayed on the Unprocessed lists.	Reports > Transactions.
View absence transactions by status and optionally, by Balance Type within status. Use the Processed tab to view transactions that have been processed by Process Plans but not yet closed by Close Plans. Use this report mid-cycle to evaluate selected transactions as an alternate view of the transactions. Transactions can also be viewed using Processing > Cycle Processing > Plan Processing Details.	Reports > Transactions.
View absence transactions by status and optionally, by Balance Type within status. Use the Transferred tab to view transactions that were created to transfer the History Detail from one Resource Plan to another. Transfers can be performed using the Transfer Plans, By Eligibility Group, or Transfer Plans By Accrual End Date set actions.	Reports > Transactions.
View absence transactions by status and optionally, by Balance Type within status. Use the Closed tab to view a list of transactions that have been closed by Close Plans.	Reports > Transactions
View a summary of closed transactions by Reset Date that have been generated for resource plans. You can view the data by Resource or by Plan, and then by Balance Type. See the "Transaction Summary tab" section in Overview of resource plan fields.	Reports > Transaction Summary.
View resource plan balances by Resource or by Plan. Includes all balances, positive and negative.	Reports > Balances > Balances.
View negative balances. A resource plan must contain at least one negative balance amount to be included in this report. The report includes all balances even if they are not all negative.	Reports > Balances > Negative Balances.
View expiring transactions. Expiring transactions are displayed by Record Statuses of Open, Pending Close, or Closed. From each page, view various balance types per tab.	Reports > Expiring Transactions.
An analytics view of Resource Plan Balances, also referred to as a cube report. The data for the Balances report is generated when the Close Plans set action is run. The cumulative balances are displayed from resource absence plans, including negative and positive balances. View the list of resource absence plans that comprise the total by clicking a balance link. The Analytics view can be used to change the order of the Dimensions to view the totals by Plan Type, Eligibility Group and Organization Unit. A grand total for the Organization is always displayed and cannot be removed from the available Dimensions.	Reports > Analyze Balances > Balances.
An analytics view of Resource Plan Negative Balances, also referred to as a cube report. The data for the Negative Balances report is generated when the Close Plans set action is run. The Analytics view can be used to change the order of the Dimensions to view the totals by Plan Type, Eligibility Group and Organization Unit. A grand total for the Organization is always displayed and cannot be removed from the available Dimensions.	Reports > Analyze Balances > Negative Balances.