Articles on: Import and Export

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 -

On the left-hand side, under Settings, click on Export

Depending on the data you need, you can tailor your report with these options:

Report type - choose “Leave Balance Report” from the drop down menu.
Filter By - select the option to filter by Department, Location and Labels (if subscribed to our Complete Plan)
Export period - you can choose between pulling reports for the “Current year”, "Last Month", “Previous year”, “Next year” and Custom Days
Export Format - you can select which format (CSV or Excel) you'd like the report to be exported in

Once you are done, you can click on the Export button and download will begin

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: 30/06/2022

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