Running the Balance Report

The Balance Report shows an employee’s balances for a time period. Employee balances can include time codes, such as sick days (SICK) or vacation time (VAC), and allocated supplies or uniforms. The report also shows changes that have occurred to the balance between the start and end dates. Changes include any increase or decrease to the balances. For example, taking a vacation day decreases the balance available to the employee. When a change in the employee balance occurs, the increase or decrease is displayed between the initial and final balances of the report.

  1. Select My Reports > Balance Report > New Report.
  2. Specify this information:
    Employee
    Select the employees to include in the report.
    Team
    Select the teams to include in the report.
    Balance Type
    Select the type of balance you want to include in the report.
    Start Date
    Select the start date for the time period you want to include in the report.
    End Date
    Select the end date for the time period you want to include in the report.
    Order By
    Select the category by which you want the results sorted.
  3. Select the Save check box.
  4. Optionally, select the Personal Report check box to make the saved criteria available only to yourself.
  5. Specify the name and description of the saved criteria, and then click Go.