Purpose of the Report: The Leave Balance as on a Day Report helps you know the employee's actual leave balance as of the selected date.
Frequency of the Report: The report can be generated at month-end or the beginning of the month.
Prerequisite: Na.
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery.
Step 2: Search for the "Leave Balance As On A Day" report.
Step 3: Enter the Date range
Step 4: From the Employee Type, select Select Employees.
Step 5: Enable the radio button Selected Employees and search for the employee from the list.
Step 6: Select the Sort Order if applicable
Step 7: Go to Options and enable required Data such as Display Category, Consider Availed Balance On Day Wise, Ignore Leave Year-end Transactions, Report Output Type, etc.
Step 8: Click on Save.
Step 9: Click on Generate.
The Leave Balance as on a Day Report report will be generated and available under the Recent Reports section.
The Recent Reports page displays the reports that you have recently generated. You can regenerate them by clicking on Run Again.