Purpose of the Report: Admin can generate Leave Transaction Report to check or validate the different leave transactions for a particular leave period, i.e., Opening balance, Granted, Application avail, Availed, Lapsed, Closing balance, Encashed, etc.
Frequency of the Report: Admin can generate this report anytime to check the leave transaction for a respective period.
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery.
Step 2: Search for the Leave Transaction Report.
Step 3: Select the From Date and the To Date.
Step 4: Select the Leave Type.
Step 5: Select the Leave Transaction.
Step 6: From the Employee Type dropdown, select Select Employees.
Step 7: Enable the radio button Selected Employees and search for the employee from the list.
Step 8: Select the Sort Order if applicable
Step 9: Go to Options and enable required data such as Display Category, Report Output Type, etc.
Step 10: Click on Save.
Step 11: Click on Generate. The Leave Transaction 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.
Refer to the below table to know more about Leave Transaction Type
|Leave Transaction type||Description|
|Application - Avail||The employee applied for leave, and the application is in pending status.|
|Application - Cancel||The employee applied for leave cancel, and the application is in pending status.|
|Application - Encash||The employee applied for leave encashment, and the application is in pending status.|
|Application - Grant||The employee applied for a leave grant, and the application is in pending status.|
|Availed||An employee leave application is Approved.|
|Canceled||Employee availed leave has been canceled.|
|Closing Balance||Leave balance closed on year-end time.|
|Commutation from||Leave balance transferred from other leave types.|
|Commutation to||Leave balance transferred to other leave types.|
|Encash_Cancelled||Approved encash transaction canceled.|
|Encashed||Employee Leave encashment application approved.|
|Encash_Rejected||Leave encashment application rejected|
|Encash_Withdraw||Leave encashment application to withdraw.|
|Grant Cancelled||Granted balance transaction canceled.|
|Granted||Monthly, Quarterly, half-yearly, Annual grant|
|Lapsed||Leave balance has lapsed/Reduced in the employee account.|
|Leave Deduction||Leave balance has been deducted/Reduced in the employee account.|
|Opening Balance||Opening balance which carries forward from last year|
|Rejected||An employee leave application is rejected.|
|Round Off||Round Off|
|Withdrawn||Employee withdrawn applied for leave.|