Table of Contents
About the Leave History Report
The Leave History report gives a detailed overview of pending and approved leave requests. This can be done either from the Employee Portal through the Leave History button in the Reporting widget or in the Reporting section in Indigo Payroll and Leave.
Reporting Widget
Go to the Employee Portal, scroll to your Reporting widget and click on 'Leave History'.
Payroll and Leave's Reporting Section
Go to Payroll and Leave > Reporting > Leave History.
Generating the Report
Once on the Leave History Report screen:
Tick the the companies that you wish to report leave for in the Payroll Company tab.
Also tick the needed records in the Employee and Leave Type tabs, if needed.
Once finished, you can use the buttons at the bottom of the side bar:
Generate PDF: generate the report in PDF format.
Clicking on the 🔼 upward arrow you'll see:
Generate Report Viewer: generate and view the report in an online viewer.
Generate Merged: generate and view the report in an online viewer merged into a single, contiguous document.
Generate Data Only As Excel: generate the report with data as an Excel sheet.
Send Report: share the report via email.
📋 Note: If you generate the report as Excel, and you are not a Payroll User, the system won't include the columns related to personal information (e.g. mobile phone, telephone number, address, date of birth).
More on the Options Section
More on the Options Section
Date From/To: the date range for which the report will be run.
Include Terminated Employees: tick this box to include terminated employees in the report.
Pending Leave: tick to include any leave entries pending approval.
Approved Leave: tick to include any approved leave entries.
Pending Cancellations: tick to include any leave cancellations pending approval.
Approved Cancellations & Denied Leave: tick to include any approved leave cancellations and denied leave.
Pay-Offs: tick to include any leave paid off. When exporting to Excel, the report will include a column for 'PayRollCode' to show during which payroll the leave was paid off.
Write-Offs: tick to include any leave written off.
Include Leave Remarks: tick to show any remarks added to leave entries by employees or authorisers.
Sort Order: choose to sort the report by Employee Code, Employee Name or Employee Surname.
Show Menu Name: tick to show the company's menu name instead of the one in the Name column.
More on the Grouping Section
More on the Grouping Section
Grouping levels are used to group the employees within the report based on any characteristics that you want.
Generating as PDF
To generate a PDF of the report:
Click Generate PDF. Indigo will inform you that the report is being processed.
A new notification will show in the Notifications 🔔 menu saying the report 'has started. You will be notified once it is complete.'
When it's ready, a new notification will read that the report 'has completed. Open this here.'. Click on the hyperlink 'here' to open the report in a new tab.
Below is an example report, giving a detailed history of the leave taken by each employee.
If you want Indigo to remember the settings for this report for future uses, check the Remember generated report settings at the bottom of the report setup panel.
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