Hi @JHBEM, 

In the Absence tab of employees, the Available balance includes:

• Any valid Carryover
• Entitlement of the current period
• Days taken
• Days planned for the current period

In the Custom report, there are multiple factors to consider:

• Report type
• Date/ periods
• Table column for absence balance

When using a Point in time custom report, the balance available is for a specific day. For example, if the selected date is today’s date, the balance includes:

• Any valid Carryover
• Entitlement of the current period
• Days taken

If the date is in the future, the balance will include the days planned as well.

The same logic applies to a Timeframe custom report. However, it is possible to select more options for the available balance at the beginning and/or the end of the selected period.

You can review the different options for Custom reports in our Helpcenter article:

Custom reports

If you would like us to check your account configuration, I would suggest you create a support request via Help & Feedback.

Help & Feedback > Browse for help > Contact us

Please let me know if there is anything else I can support you with.

I wish you a lovely evening, 

Best,

Weena

Thanks Weena,

I think in summary - to see the remaining balance I need to pick a ‘date’ in the future - ie. 31st December as that would be the end of the year - thus showing how much leave people have remaining before their allowance lapses.

@JHBEM That is correct, you can select the timeframe This year in the Custom report configuration to see the remaining balance of employees.   This is applicable when the absence entitlement is granted from / on January 1st.

Best,

Weena