How To Create A Custom Leave Request Report using Ad-Hoc Reporting

Ad-hoc reports are a tool in TribeHR, that you can use to create customized reports. If you are given permissions to View the Ad-Hoc Reports, you may run the leave request report.

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  • To create a leave request report using the ad-hoc reporting tool, navigate to Reports > Ad-Hoc Reports, here you will find the ad-hoc reports you have set up previously (if any). Click on New Report.

  • From the drop down menu, select the record you wish to pull from, for this report we are going to pull from the LeaveRequest record.
  • Click Continue to move to the next screen.

  • In the Choose Your Content section, choose the columns you wish to view in the report, for this report the most useful columns are; Leave Request > Date Start, Leave Request > Date End, Leave Request > Days, Leave Request > Status, Leave Request > Created, Leave Type > Name and User > Username.
  • Click Next Step to move to the next section.

  • In the filter results screen, you can filter the results depending on the parameters you select. Click Add a New Filter to create a new filter. 
  • Some useful filters for a Leave Request report are the following:
    • Leave Request > Status - equal to - 1: This will pull all requests that have been approved
    • Leave Type > Name - equal to - type of time off: This will pull all requests for a certain type of time off
    • Leave Request > Date Start - is greater than - YYYY/MM/DD: This will pull requests taken after a specific date
    • Leave Request > Date End - is less than - YYYY/MM/DD: This will pull requests taken before a specific date
    • Using the two dates together you can pull requests from between a certain date range, this is useful for pulling leave requests for a specific month for instance.  
    • Leave Request > Created - is greater than - YYYY/MM/DD: This will pull requests made after a specific date
    • Leave Request > Created - is less than - YYYY/MM/DD: This will pull requests made after a specific date.
    • Using the two dates together you can create a report that will show requests made between a certain date range. 
  • 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. 
  • Click Next Step, to move to the next section.

  • In the Sort Results screen, select the columns you wish to sort the report by. For this report the most useful would be User> Username and then by Leave Type > Name.
  • Click Next Step to move to the next screen.

  • In the Choose Output screen, create a Report Name, choose if you want a line to display the total number of records, select your Output format (HTML or Excel) and choose your 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 screens and edit your report.
  • Once you are satisfied with your report, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it whenever you wish.

  • Once you save this report, it can be accessed at any time, 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 time range then you previously specified). 
  • Using this gear you can also edit or delete this report. 

Still have questions about creating a leave request report using the ad-hoc reporting tool? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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