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Annual leave balance report

  • September 27, 2024
  • 3 replies
  • 81 views

  • Getting Started
  • 2 replies

Dear Community,

I created an annual leave balance report, but I found the balance days doesn’t deduct the upcoming absence days. Did i choose the wrong attribute or how can I have the correct balance days which already deduct the approved but untaken annual leave days?

Thanks.

Best regards,

Best answer by People Person

Hey! 

 

I have had this issue in the past. You’ll need to set the date for the report as the last day of your holiday year and then it should give you an accurate picture. 

 

Alternatively, you can pull columns for entitlement, taken and booked days, and carry over and use an excel formula to work out the remaining balance. 

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3 replies

Moe
Community Admin
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  • Community Admin
  • 153 replies
  • September 27, 2024

Hi there @SnowV - welcome to the community! 😀

Tagging @People Person, as she might be able to help with this one! 

 


People Person
Communicator
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  • Communicator
  • 81 replies
  • Answer
  • September 27, 2024

Hey! 

 

I have had this issue in the past. You’ll need to set the date for the report as the last day of your holiday year and then it should give you an accurate picture. 

 

Alternatively, you can pull columns for entitlement, taken and booked days, and carry over and use an excel formula to work out the remaining balance. 


  • Author
  • Getting Started
  • 2 replies
  • September 27, 2024

Hi Zoe,

thanks so much. Now i have the correct result.