How To Generate Leave Transaction Report Using Ad-hoc Reporting

Ad-hoc report is a tool in TribeHR that you can use to create customized reports. Compared to the Time Off Ledger Report where you can add and see the list of all transactions done for all employees, this report can display the list of all transactions, when was it created, when was it modified, what was the transaction for, etc.

  • To create a leave transaction report using the ad-hoc reporting tool, navigate to Reports Ad-Hoc Reports. Here you will find saved ad-hoc reports. 
  • 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
  • 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 > Debit
    • Leave Transaction > Credit
    • Leave Transaction > Created
    • Leave Transaction > Note
    • Leave Request> Modified
  • 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 of leave transactions with modified leave requests, the recommended filter is:
    • FieldLeave Request > Modified, Operator:  Is not equal to, Value: 0
  • Click Next Step, to move to the next section.

  • In the Sort Results screen, select the columns you wish to sort the report by. 
  • 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 leave transaction 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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