Create your report
Once you've navigated to Insight, click Actions, Create Report.
Give your report a name, click OK.
From here click Add, then click Column.
Filter the view to Person Balances (Time).
Select your data fields
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).
Once you've selected all your data fields click OK.
Add filters (optional)
You may also like to add filters, which can be achieved by selecting filters from the drop down select a setting.
From here click Add, then based on the above Data Fields you could use the below - once completed click OK.
Person Reference (Emp no).
Balance Code & Description.
Period Start Date.
Period End Date.
⚠️Important: Before you can add the Person Balances (Time) view, you must first bring in the Person master (time) view in your report. Person Balances (Time) links into the TIME views through Person master (time), so without it the view will not be available to add.