> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/faqs/cloud-portal/analytics/report/leave/report-wizard.md).

# 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.

![](/files/549Pfov1WayfykFwO1XY)

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

![](/files/4De87tFIhktd6ILme4eP)

**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.

![](/files/KRm7P2h83GlgknJje3Tm)

**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 <support@pockethrms.com>

### 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.

<figure><img src="/files/cKOKuYzmZrHVJ63XzGXy" alt=""><figcaption></figcaption></figure>

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

![](/files/E5joPQlilUt5GhUVSCZV)

**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’.

![](/files/kpjO1qEgsvhEPfPK3m3f)

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

![](/files/d7PesXn3H42n1vcIIdC2)

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

For any queries, contact <support@pockethrms.com>

### 3. How to download leave report of separated employee?

**Path**: Cloud Portal>Analytics>Report>Leave>Report Wizard>Type of Leave Report-Balance>Left>enter Order No. for leaves>Download PDF/Excel

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

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUBP2CEMrPlexPC9qt5NR%252F0.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5352d50e&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 2**: Under the ‘Leave’ tab, click on the ‘Report Wizard’ subtab. Select ‘Category’ as required.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyJYFxafXOrJn2M8GkU1v%252F1.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ed962c57&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 3**: Select the ‘Type of Leave Report’ as ‘Balance’, ‘Left’ radio button, give ‘Order No.’ to leave and click on the ‘Download PDF’ or ‘Download Excel’ button to download report in the respective format.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fm5J2leMqBj6ytY5351dq%252F2.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=59c81a8d&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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

For any queries, contact <support@pockethrms.com>


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