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How do I export requests, leave and overtime?

How to export requests and leave to Excel using the Reports area.

You can export requests and leave from the Reports area.

The ready-made request report

Reports > My Reports contains a report called General Request Report. It is kept up to date, so you can download it whenever you need the current requests.

To build your own report

  1. Go to Reports and click Create Report.

  2. On the screen that opens, choose Request and then Personnel.

  3. Click Next and tick the fields you want in the report.

  4. Continue through the steps to produce your report.

For a leave export

Go to Leave > Personnel Leave Report, apply your filters with the Filter button in the top right, and export to Excel from the top right as well.

Note

You can view the details of a single request on screen. There is no option to export or print one individual request directly; use the reports above for a bulk export.

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