Dashboard and reports

Both the dashboard and the reports need the leave-admin permission.

Leave dashboard

Leave → Dashboard is A live snapshot of leave across the organisation. No filters — it always shows now, computed on your local date.

On leave today

An empty state of Nobody is on leave today, or a count with out today · {n} department(s) and a list grouped by department, most-affected first. Each person shows their name and a suffix giving the half-day portion and leave type code, e.g. ½ AM · AL. View report → opens the on-leave report.

Pending approvals

Green 0 with All caught up — nothing awaiting approval. when the queue is clear, otherwise an amber count. The wording tells you the scope: across the org for blanket approvers, waiting on you otherwise. Review → opens the approvals inbox.

This is the tile to watch for a stuck queue — since nothing escalates a stale approval, a number that stops going down is your only signal.

This month

Two figures — total leave days and the number of employees who took leave — plus two charts:

• By leave type — a horizontal bar per type, showing person-days.
• Daily headcount — a stacked bar per day of the month, segmented by leave type. Today’s tick is bold amber and days after today render faded, so planned leave is visually distinct from taken leave.

View report → opens the on-leave report pre-filtered to this month.

Upcoming leave

The next 14 days: a stacked chart of how many people start leave each day, beside a list grouped by date (Tomorrow, Mon, 3 Aug). Each row gives the person, their department, and for multi-day leave a sub-line like AL · until 07 Aug 2026.

Both charts share one colour per leave type, so a type is the same colour in both.

Note

The dashboard, the on-leave report and the calendar all count leave in cancellation pending as taken — those days are still held, and the person is still planning to be away. Pending requests are not counted, because they aren’t confirmed.

Balances report

Leave → Reports → Balances. All filters live in the URL, so a filtered view is shareable and bookmarkable.

Filter	Options
Year	Next year down to six years back
Department	All departments, or one department
Source	Current balances or Closed-year snapshots
Leave types	All types, or any combination of types

Current balances

Live rows from the balance table, for windows starting in the selected year.

Employee, Emp no, Department, Leave type, Year start, Entitled, Carried, Adjust, Used, Pending, Remaining.

Caution

Remaining on this report is entitled + carried + adjustment − used. It uses full entitled rather than accrued, and it excludes pending — pending is its own column.

That makes it deliberately different from the Available figure an employee sees on their own balance card, which uses accrued and subtracts pending. On a monthly-accrual type or where requests are in flight, the two numbers will not match, and both are correct for their purpose.

Closed-year snapshots

Historical receipts from year-end closings, immune to any later drift.

Employee, Emp no, Department, Leave type, Closing year, Entitled before, Entitled after, Carried before, Carried after.

Use this source when someone disputes a rollover — it’s what the balance actually was at the moment of close.

Export

Download CSV, named for what you’re looking at: leave-balances-current-2026.csv or leave-balances-closing-2025.csv. The export is re-fetched from the server with your current filters, so it matches what’s on screen.

On-leave report

Leave → Reports → On leave is a roster: one row per person per day.

Filter	Notes
Date range	Both dates default to today
Department	All departments, or one department

Columns: Date, Employee, Emp no, Department, Leave type, Portion (Full day, Half (AM), Half (PM)), Leave span, Status.

A three-day request produces three rows. Crucially, non-working days inside a span are omitted — the weekend in the middle of a Friday-to-Monday leave doesn’t appear, and neither does a public holiday. Each employee’s own rest days are used, so a Saturday-working employee’s Saturday does appear.

That means the row count equals the days actually deducted, and the report reconciles with the balances report.

Download CSV produces on-leave-2026-07-25.csv for a single day, or on-leave-2026-07-01-to-2026-07-31.csv for a range.

Where else leave shows up

Beyond these screens:

• People → Calendar shows approved leave to everyone, scoped by the Leave visibility on the calendar setting. Only approved leave appears — pending requests are invisible to colleagues.
• The home dashboard carries My leave balance tiles, My pending requests, an Awaiting my approval row, and a who’s out today list.
• Attendance resolves a day with no punches to leave rather than absent when it is covered by approved full-day leave. Half-day leave doesn’t — the employee is still expected to clock in for the working half.
• Payroll deducts approved unpaid-leave days as leave without pay, counts paid leave days as paid days for daily and hourly workers, and warns you before a run if leave overlapping the period is still undecided.

Caution

Payroll reads leave at the moment you run it. Leave approved after a payroll run is posted will not retroactively change that payslip — it has to be handled on the next run.

Exports and formats

Both reports export CSV only — there’s no Excel export on the reporting side. Files are RFC-4180 quoted with a UTF-8 byte-order mark so Excel renders non-ASCII names correctly.

Excel files are only accepted on the import side, for historical balances.