Generating an allocation return report

Create attendance allocation reports to be used for reviewing and approving absence penalties and overtime rewards internally

Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over a week ago


The allocations return report collects all attendance exceptions - such as excess time and absence - into one report for you to use for internal review and other purposes. 

The report can show both allocated and unallocated attendance exceptions. Any remaining attendance yet to be allocated is listed in the Unallocated columns of the report. 

You can group the report by cost centre, department, section, or unit.

Generating an Allocation Return report

  1. In Indigo, go to Attendance > Reporting > Allocation Return.

  2. Select dates for the report under Options.

  3. Select any additional options you want in the report.

  4. Click the Generate PDF button to generate the report.

The generated allocation return report will open in a new tab on your web browser.

Including only specific employees, summary reports and unresolved allocations

Click the boxes next to the employees’ names before generating the report. 

For a summary report only, click the Summary only box before generating the report. This will create a condensed version of the report.

To generate only unresolved allocations in the report, leave the Include Resolved box unticked.

Report file types

You can create an allocation return report in three additional file types. Hover your mouse over the arrow near the Generate PDF button to: 

  • 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).

Sending allocation return reports as a PDF file in an e-mail

  1. In Indigo, go to Attendance > Reporting > Allocation Return.

  2. Select dates and times for the report under 'Options'.

  3. Select any additional details you want in the report.

  4. Click Send Report in the bottom-right corner of the screen.

  5. Enter the recipient's email address, then click Send Report.

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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