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Reporting on Employee Balance

Can I report on an employee's balance using Insight?

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Written by Joshua Shooter
Updated over a month ago

To report on an employee's Balance through Insight, please follow the steps below:

  1. Once you've navigated to Insight, click Actions, Create Report.

  2. Give your report a name, click OK.

  3. From here click Add, then click Column.

  4. Filter the view to Person Balances (Time).

  5. Then for data:

    • Person Reference (Emp no).

    • Forename and Surname.

    • Balance Code & Description.

    • Period Start Date.

    • Period End Date.

    • Floating Entitlement.

    • Current Booked.

    • Current Taken.

    • Current Balance.

    • Remaining Balance minus booked (Value left to take).

  6. Once you've selected all your data fields click OK.

  7. You may also like to add filters which change be achieved by selecting filters from the drop down select a setting.

  8. From here click Add, then based on the above Data Fields you could use the below - once completed click OK.

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