The PTO Balance report exports as a spreadsheet file that contains the accrual balances as of today's date for all employees all at locations to which the user has access. This quick view can be helpful for managers who need to balance their employee's time off or HR administrators who occasionally need to assess the current balances of one or more employees.
When generated, the report downloads to the user's device as a .xlsx file with with following naming format: PTO-Balance-Report_(Instance Name)_(Today’s Date)
Example: PTO-Balance-Report_R365-Demo_2023-08-15.xlsx
Only users with access to PTO Accruals and with the View Accrual Balances permission enabled will be able to view and run this report.
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Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
The PTO Balance report displays accrual balances as of today's date. The report includes balances for all employees at all locations to which the user has access.
Field | Description |
|---|---|
Identify Minors | If set to Yes, the word 'Minor' appears next to all employees who are under a certain age. |
View options | This section provides options to select, save, edit, or delete a report view. |
Run | Generates the report. Click the down arrow to the right of the Run button to export, email, or print the report. |
Report Columns
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Column | Description |
|---|---|
Employee Name | Name of the employee whose balances appear in the row. |
Pay Type | Indicates whether the employee is salaried or hourly. |
Hire Date | Date when the employee was hired. |
Termination Date | Date when the employee ceased to be employed by the organization, if applicable. |
Primary Job Location | Location with which the employee's primary job is associated. |
Primary Job Title | Title for the employee's primary job. |
Accrual Rule Name | Name of the accrual rule that is being used to generate the balance shown in this row. |
Total Accrued Amount YTD | Total number of hours that the employee has accrued, from the first date of the calendar year to today's date. |
Total Used Amount YTD | Total number of hours that the employee has used, from the first date of the calendar year to today's date. |
Current Total Balance | Employee's current PTO balance. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.
