How Do I Generate Recorded Transactions per Time Off Type Report

You can create an Ad-Hoc report to pull out information of your debit/credit accruals transactions in TribeHR. Ad-hoc reports is a tool in TribeHR that you can use to create customized reports.

  • To create an application source report using the ad-hoc reporting tool, navigate to Reports and click on the Ad-Hoc Reports section. Here you will find saved ad-hoc reports. 
  • To create a new report, click New Report.

  • From the drop down menu, select which record you wish to pull the report from.  For an application source report, select LeaveTransaction on the Record field.
  • Click Continue to move to the next screen.

  • In the Choose Your Content section, click on the fields you wish to view in the report. For this report the most useful columns are:
    • Leave Transaction > Debit
    • Leave Transaction > Credit
    • Leave Transaction > Debit Hours
    • Leave Transaction > Credit Hours
    • Leave Transaction > Note
    • Leave Transaction > Created
    • Leave Type > Name
    • User > Username
  • Leave Transaction > Debit - amount you took out from employee's time off
  • Leave Transaction > Credit - amount you gave to employee's time off
  • Click Next Step to move to the next section.

 

  • In the Filter Result section, you can filter the results of your report depending on the parameters that you select.
  • Click Add a New Filter, to create a new filter.
  • Using the radio buttons you can select if you want the report to filter records that match all of the criteria or filter records that match any of the criteria.
  • Here you may want  to add a filter with the following details:  
  • Field : "Leave Type > Name", Operator: "equal to" and Value "Type of time off".
  • Click Next Step to move to the next section.

  • In the Sort Results section, select the columns you wish to sort the report by. 
  • Click Next Step to move to the next section. 

  • In the Choose Output section, create a Report Name, select the checkbox if you want a line to display the total number of records,select the Output Format (Excel or HTML) and Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report. If you need to edit anything further you can use the previous step button to go through the previous sections and edit your report.
  • Once you are satisfied with the report you have created, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it in the future. 

  • The saved report will be added to your Reports library which you can access anytime by navigating to the Ad-hoc reports screen.
  • If you want to change anything, click on the gear and click edit request. (This is useful if you want to run the report using a different filter)
  • Using this gear you can also Copy or Delete this report.

 

Still have questions about checking if accrued time offs have been debited/credited? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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