Holiday report showing b/f days, accrued days, dates booked and remaining balances

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Hello having been in conversation with the Replicon chat room it appears that there is no Time Off template that allows us to draw up a Holiday Report that shows our brought forward holiday balances, new holiday entitlements, dates booked in the new holiday year and remaining holiday.  We have been advised to create two reports from two templates and to download both into Excel in order to merge the information.  The type of report we want gives standard information that most Managers would want to know about their team.  Having to select one report template that cannot be manipulated to give the information you require is not great service.  
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Hampson, Jane

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Posted 1 year ago

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Aashnee Kamboj, Community Moderator

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Hi Jane,

Thank you for using the Replicon Community!

With what I understand here, you would like to see the your carried over time off balance, Accrued or reset balance and taken amount for the time off type along with the remaining balance. Is that correct

Thanks,
Aashnee
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Hampson, Jane

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Hi Aashnee

Thank you for your reply.  What we would like is a report that gives us the brought forward holiday balance, new accrued balance, the dates that have been booked as holiday in the current holiday year, and the remaining balance.  We can create a report that includes the number of days holiday taken but not one that gives us the dates of the holiday taken.

Kind regards

Jane

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Aashnee Kamboj, Community Moderator

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Hi Jane,

We believe that you should be able to accomplish this by time off transaction report. May we request you for a call regarding the same?
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Hampson, Jane

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Hi Asshnee

We don't have the option to select the Transaction Report in our version of Replicon - it isn't visible in the drop down box of report templates.

Jane

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Aashnee Kamboj, Community Moderator

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Hi Jane,

Can we have a quick call regarding the same?

Thanks
Aashnee
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Hampson, Jane

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Hi Aashnee

Sorry but I don't have a 'phone!  It's email only with me I'm afraid.

Thanks, Jane