Skip to main content

Individual Report

The Individual Report gives you a complete picture of one employee's leave for a chosen cycle — their balance for each policy, a full history of requests, and a visual "at a glance" calendar of when they've been off.

Individual Report

Who Can View This Report​

  • Administrators can generate a report for any employee in the organisation.
  • Managers can generate a report for themselves and their direct reports.
  • Employees without admin or manager access cannot view this report.

Generating a Report​

  1. Select the Cycle you want to report on.
  2. Select the Employee.
  3. Click Generate Report.

Reading the Summary​

Like the Top Level Report, results are split into a tab per leave policy. Each tab shows three headline figures:

  • Starting Balance — what the employee had available at the start of the cycle.
  • Used — how much has been taken so far (includes both pending and approved requests).
  • Remaining — what's left.
note

For policies configured as Keep Count rather than Track Entitlement, there's no balance to track, so only the amount used is shown.

Request History​

Below the summary is a full list of the employee's leave requests for that policy, in date order, showing:

  • The date range and leave type
  • The amount requested
  • Its status — Pending, Approved, or Denied
  • The employee's running balance immediately after that request
tip

Because the balance updates request-by-request, this table doubles as an audit trail — you can see exactly how an employee's balance reached its current figure.

At a Glance — the Leave Heatmap​

Underneath the request history is a calendar-style heatmap covering the whole cycle, giving you a quick visual summary of when the employee has taken leave:

  • Each coloured cell is a day the employee was off, coloured by leave type (see the legend underneath).
  • Days with a pending request are shown at reduced opacity, so approved leave stands out as the confirmed picture.
  • Hover over any cell for the exact date, leave type and status.