Is there a report that shows vacation hours accrued, vacation hours used, and balance by month?

To run a report that displays time off during a particular time frame and the current balance for a Time Off type:

  1. From your Home page, go to Reporting > Create New Report.

  2. Select Time Off Request as the report type.

  3. Create the report.

  4. Click on Edit Columns to bring in the preferred filters for the fields to be displayed. 

    • Our Namely experts recommend selecting the filters that provide information that pertains to the details regarding the Plan, Time Off, and specific Groups. 

  5. After the filters have been added, apply the filters for your desired time frame.

To run an Analytics report to display time off taken during a particular date range.

  1. From your Home page, go to Analytics > Time Off Requests Filters.

  2. Select Is in range in the drop down selection for Time Off Date(s).

  3. Select your preferred time range and click Run.