How To Generate a Carry Over Transactions Report using Ad-Hoc Reporting

Ad-hoc report is a tool in TribeHR that you can use to create customized reports. This report produces a list of all carry over transactions, the value that was carried over (credit) OR removed (debit) for each employee (in both hours and days), that occurred during the a specific reporting period.

  • To create a carry over transaction report using the ad-hoc reporting tool, navigate to Reports tab and go to Ad-Hoc Reports. Here you will find all saved ad-hoc reports (if any). 
  • To create a new report, click New Report.

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

  • In the Choose Your Content section, click on the fields you wish to view in the report. For the Leave Transaction Report the most useful columns are:
    • User > Username
    • Leave Transaction > Created: when the leave transaction occurred / was created
    • Leave Transaction > Note: the “Note” that appears on the employee profile, per transaction
    • Leave Transaction > Debit: the number of days the employee’s balance was debited
    • Leave Transaction > Debit Hours: the number of hours the employee’s balance was debited
    • Leave Transaction > Credit: the number of days the employee’s balance was credited
    • Leave Transaction > Credit Hours: the number of hours the employee’s balance was credited
    • Leave Type > Name: the name of the leave type (i.e. vacation)
    • User > Access: whether the employee has active or terminated access
  • Click Next Step, to move to the next screen.
  • 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. 
  • To run a report on carry over transactions for active employees in a certain year, the recommended filters are:
    • FieldLeave Transaction > Note, Operator:  equal to, Value: Carried Over ,
    • Field: User > Access, Operator:  IS NOT Equal to, Value: 2 [terminated], 
    • Field: Leave Transaction > Created , Operator: greater than, Value: 2013-12-31 00:00:00 [date and time
    • Field: Leave Transaction > Created , Operator: less than, Value: 2014-01-01 00:00:00 [date and time
    • Find records that match ALL of the filters.
  • 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 Leave Type > Name > Ascending and then by User > Username > Ascending.
  • 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 and click on the name of the report. 
  • 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 creating carryover transactions report? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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