How Do I Export Employee Leave Balances?
If you are looking for the best overview of all of the remaining leave amounts for your users, use our leave balance report to export the information into a simple spreadsheet view!
Let’s begin!
Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin
On the left-hand side, select Reports and choose Leave Balance Report
Depending on the data you need, you can tailor your report with these options:
1. Show - Select a time period you want to see in the report
2. Display - Choose if you want the report to be shown in Days or Hours
3. Locations - Filter the report by specific locations
4. Departments - Filter the report by specific departments
5. Labels - Filter the report by the labels assigned to Users
6. Users - If other filtering options aren't sufficient, you can select individual Users you want to see in the report
7. Leave Types - Choose the leave types you want to see
8. User Status - Choose if you want to include inactive and deleted Users (only active Users are filtered by default here)
9. Clear Filters
You also have an option to choose which columns are applied to the report by clicking on Edit columns in the top right corner:
Once you are done, you can review the report below the filters or download it as a CSV or an Excel file by clicking on Download in the top right corner.
If you'd like more information on exporting Leave History, feel free to review the steps outlined in this guide: How Do I Export a Leave Request Report (Leave History)?
Let’s begin!
Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin
On the left-hand side, select Reports and choose Leave Balance Report
Depending on the data you need, you can tailor your report with these options:
1. Show - Select a time period you want to see in the report
2. Display - Choose if you want the report to be shown in Days or Hours
3. Locations - Filter the report by specific locations
4. Departments - Filter the report by specific departments
5. Labels - Filter the report by the labels assigned to Users
6. Users - If other filtering options aren't sufficient, you can select individual Users you want to see in the report
7. Leave Types - Choose the leave types you want to see
8. User Status - Choose if you want to include inactive and deleted Users (only active Users are filtered by default here)
9. Clear Filters
You also have an option to choose which columns are applied to the report by clicking on Edit columns in the top right corner:
Once you are done, you can review the report below the filters or download it as a CSV or an Excel file by clicking on Download in the top right corner.
If you'd like more information on exporting Leave History, feel free to review the steps outlined in this guide: How Do I Export a Leave Request Report (Leave History)?
Updated on: 21/02/2025
Thank you!