Team Leaves Report

The Team Leaves report is designed to provide a clear overview of team members’ planned and recorded leave over a specific period. It allows users to track leave-type distribution and schedules, understand the team’s availability, and review time off in a detailed format.

STEP 1 Set Filters

Apply filters to define what data should be included in the report:

1. Members or Teams: Choose the individuals or teams whose data you want to view the report.

2. Time Range: Specify the reporting period. Two options are available:

• Dynamic Range: Select a rolling date range, such as 'This week' or 'This month'. The report will update automatically as time progresses.

• Fixed Range: Select a custom start and end date to lock the report to a specific period.

3. Leave type: Decide which leave type you want to include into the report for both the charts and table.

STEP 2 Chart Toggle

To display visual summaries, enable the Show charts option on the header menu. This chart includes:

• Leave type distribution: It analyzes which leave types have been used by your members or team.

• Usage by member: It analyzes how many paid time-offs and which leave types used by each member.

STEP 3 Customize Fields

You can customize fields in the table by selecting at the top-right of the table. From here, you can toggle columns ON or OFF based on which leave types your reporting needs.

STEP 4 Save the Report

Once you have applied filters and customized the report, you can save it for future use.

1. Click the Create button in the top-right corner of the page.

2. In the Create Report pop-up:

   • Name: Enter a name for the report (required).

   • Description: Optionally, add details about the report’s purpose or content.

3. Choose the visibility setting:

Private Report (toggle ON):

• Only the members you share the report with can view it. However, only the report owner can edit or delete it.

• Under Share with, select the members you want to give view-only access to.

• Public Report (toggle OFF): The report is visible to all users in the workspace. Only the report owner can edit or delete it.

4. Click to confirm.

STEP 5 Export the Report

Reports can be exported for use outside TimePlanner: Click the Export icon in the top-right corner of the page. 

 → The report will be downloaded as an Excel (.xlsx) file.