🔺Report Wizard

1. How to check status of balance leave or leaves used for all employees?

Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>Type of Leave Report-Summary>select required details>Download PDF/Excel

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Under the ‘Leave’ tab click on the ‘Report Wizards’ subtab and select ‘Category’.

Step 3: From the ‘Type of Leave Report’ as ‘Summary’ for the consolidated leave report. Enter Order number for the respective leave types to be included in the report. Click on the ‘Download PDF’ or ‘Download Excel’ button and the report will be downloaded accordingly.

Note: If you want to download leave balance report for individual employee select them from ‘Employee Code’ field or else leave the field vacant.

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=leave&submodule=ReportWizard

For any queries, contact [email protected]

2. How to Download Debit Leave Report?

Path: Cloud> analytics > reports > leave > report wizard > select type of report debit > select category > select date range as required > click on employee as required (all, left, live) > Give the order no to leaves as required like 1, 2, 3 > Download PDF or Download Excel

Step 1: Login to Cloud portal, go to ‘Analytics’ menu, and select ‘Reports’ submenu.

Step 2: Go to ‘Leave’ in the tab, and select ‘Report Wizard’.

Step 3: Select ‘Type of Report’ as ‘Debit’ from dropdown, select ‘Date range’ as required, click on employee as required (all, left, live), Give the order number to leaves as required like (1, 2, 3), and select at least one ‘Category’.

Step 4: Click on ‘Download PDF’ or ‘Download Excel’.

Link:https://cloud.pockethrms.com/Reports/Report/Index?module=leave&submodule=ReportWizard

For any queries, contact [email protected]