Accrual Reporting Period Summary report

1. From your Report Library, click tap Run Report
2. In the Select Report panel, select Timekeeping > Accrual Reporting Period Summary and click tap Select
3. In the report panel, select the parameters:
   • Click Tap Select Timeframe . Then, in the Timeframe panel, select the appropriate timeframe or click tap Select Range to select a range of dates. When finished, click tap .
   • Click Tap Select Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria). . Then, in the Locations & Hyperfinds panel, select the appropriate location or Hyperfind. If you have the appropriate access, you can also do the following:
   • Click Tap New Hyperfind to create a new Hyperfind. See Hyperfind queries for more information.
   • Click Tap Select Locations to open the Select locations glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item.panel.
   • When finished, click tap .
4. Output Format — Select one of the following:
• PDF
• Excel
• Interactive
• CSV output
4. Click Tap Run report. An In progress message displays while the report is running.
5. Click Close to close the panel.
6. Click OK when the Report is Completed message appears. If you created a PDF or Excel report, a link appears at the bottom of the Report Library. If you created an interactive report, the report opens in a new tab automatically.The report opens in a new window.

The report contains the following columns:

• Employee Name (ID) — Last name, first name with the employee's ID
• Accrual Code — The name of the accrual from which time is debited, such as sick, personal, or vacation time.
• Accrual Reporting Period — The start and end dates of the reporting period
• Accrual Opening Vested Balance (Hours) — The balance as of the beginning of the reporting period.
• Accrual Earned to Date (Hours) — The amount of time that the employee has earned (or accrued) since the beginning of the reporting period
• Accrual Taken to Date (Hours) — The amount of time that the employees has taken since the beginning of the reporting period
• Accrual Available Balance (Hours) — The amount of time that is available based on the employee's accrual balance.
• Accrual Planned Takings (Hours) — Future-dated entries after the balance "as of" date.
• Accrual Pending Grants (Hours) — The number of hours that the employee will earn between the balance "as of" date and the end of the reporting period
• Accrual Ending Vested Balance (Hours) — The number of hours as of the end of the reporting period. It is the sum of the accrual vested balance, planned takings, and pending grants

If applicable, the total number of employees who are not totalized also appears as well as the employee's name (last, first) and ID.