Report: Balance summary

Balance Summary Report


🖥 Open in Shiftbase


In the "balance summary" report, you can very quickly and easily find the vacation hours of your employees.

Filters

  • Date - The date on which you want to retrieve the data.

  • Team - The team (or several teams) you want to filter on.

  • Employee - Here you can select one employee specifically to filter on.

  • Contract departments - The contract department (or departments) you want to filter on. 

⚠️ Note: This is not the same as Team, employees can appear in multiple teams in different departments. Employees always have only one contract department.

  • Contract type - The contract type you want to filter on.

  • Columns - The columns you want to see in the report. By default, these are all selected. Clicking on the checkbox in front of the column will uncheck them from the report and not be shown.

Columns

  • User ID - The ID of the employee determined by Shiftbase. 

  • Employee nr - The employee's personal number. 

  • Name - Name of the employee. 

  • Vacation hours/days - The amount of vacation hours/days an employee has on the selected date.

  • Vacation value - The value of the vacation hours/days an employee has on the selected date.
    (Should you use multiple time off balances, then those columns will be available separately.)

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