How to View and Export Leave Reports in RosterElf

This guide explains how to view, filter, and export leave reports in RosterElf. The leave report provides insights into staff leave, including details about approved, requested, denied, or deleted leave. By following this guide, you’ll learn how to access the leave report, filter it by relevant criteria, and export it in PDF or CSV format.

1. Accessing the Leave Report

This section explains how to access the leave report in RosterElf. It includes steps to navigate to the reports page and locate the leave report.

1.1. Log in to your RosterElf account.

1.2. Locate the top menu bar.

1.2.1. Click on Reports from the menu options.

1.3. Once on the Reports page, find the Leave Report.

1.3.1. Click on Leave Report to open it.

2. Understanding the Approved Leave Report

The Approved Leave Report provides detailed information about staff leave that has been approved. It includes staff names, the number of approved leave days, and other key details.

2. Review the report’s content to understand the available details.

2.1. The report displays staff members' first and last names.

2.1.1. It also shows the start and end dates of approved leave.

2.2. Additional details include the total leave duration and the approval status.

2.2.1. If applicable, the report will indicate the manager who approved the leave.

3. Filtering Leave Reports

This section explains how to apply filters to refine the leave report and focus on specific data.

3. Locate the filter options in the top menu of the leave report page.

3.1. Use the Period filter to select the desired time range.

3.1.1. Specify a start and end date for the report.

3.2. Select Sites to focus on specific locations.

3.2.1. Choose one or more sites from the available list.

3.3. Use the Positions filter to refine the report by job roles.

3.3.1. Select one or multiple positions.

3.4. Choose the Status of Leave filter to specify approved, requested, denied, or deleted leave.

3.5. Refine the report further by selecting the Leave Type.

1.6. Use the Processed to Payroll filter to view leave processed or pending for payroll.

1.7. Click on Run Report in the top-right corner to apply the filters.

FAQs about Viewing and Exporting Leave Reports

1. How do I access the leave report in RosterElf?

To access the leave report, log in to your RosterElf account. Navigate to the top menu bar and click on Reports. From the Reports page, locate and select the Leave Report option to view it.

2. What details are included in the approved leave report?

The approved leave report displays staff members' names, leave start and end dates, total leave duration, approval status, and, if applicable, the name of the manager who approved the leave.

3. Can I filter leave reports by leave type or status?

Yes, you can apply filters to narrow down the leave report. Use the Leave Type filter to specify categories like annual or sick leave. The Status of Leave filter lets you choose between approved, requested, denied, or deleted leave.

4. How do I export leave reports to PDF or CSV format?

To export a leave report, review the filtered data to ensure accuracy. Then, click Export at the bottom-right corner of the page. Choose PDF for a document format or CSV for spreadsheet compatibility.

5. Can I filter leave reports by site or position?

Yes, the leave report can be filtered by Sites to focus on specific locations or by Positions to refine the report based on job roles. Select your desired filters and click Run Report to view the refined data.