Leave Balance Report

Managers ask how many days each employee has left for each leave type. This module adds a SQL-backed report with allocated, taken and remaining days and filters by department, job, gender and nationality. It extends the Time Off app. The benefit is a single view for auditing balances and planning.

1. 1

   Open the report

   The user opens the Balance Leave Report menu under the Time Off reporting section. A list of report.balance.leave lines opens. Each line is one employee and leave type.

   • Menu: Balance Leave Report
   • Read-only model
2. 2

   Read the balances

   Columns show Allocated Balance, Taken Leaves and Remaining Balance in days. The report also carries Employee, Department, Job, Nationality and Company. Values come from validated allocations and leaves.

   • Fields: allocated_days, taken_days, balance_days
   • Company field
3. 3

   Filter and group

   The search view groups by Employee, Department, Leave Type, Job and Gender. Managers combine groups to compare teams. Filters narrow the list before reading.

   • Group By: Employee, Department, Leave Type, Job, Gender
   • Search box
4. 4

   Respect companies

   A multi-company rule restricts lines to the allowed companies. Access rights are defined in the CSV. The report never changes leave data.

   • Rule: multi company
   • Read only

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