Creating a Leave Taken Report in RA Enterprise 20** and earlier

Legacy KB ID: 5359

Question

How can I get a report that shows what Leave one or more of my employees have taken?

Answer

To get a report to show leave taken you will need to modify a report to show the details needed.  The best report is the Custom Transaction Detail Report.

 

Detailed Instructions -

  1. Reports > Custom Transaction Detail Report.  For the time being select a short timeframe. 
  2. Modify Report > Filters > Name >select All Employees > OK;
  3. Modify Report > Display > Columns > tick Payroll Item;
  4. Modify Report > Filters > Filter > Payroll Item;
  5. In Payroll Item box, select Multiple Payroll items and tick all relevant Leave payroll items – eg: Holiday Salary, Sick Salary, etc. Click OK and OK to return to the Report ;
  6. Change dates to your required date range to display all Leave Taken in that period. 
  7. Modify the report to show the columns required.  Follow the steps in step 3 to tick required columns and untick unnecessary columns.  A typical report is: 
    Date
    Name
    Payroll Item
    Qty
    Amount
    Date From:

Date To:

Note:  The Date from and Date To fields display the pay period this item was used; Date is the date the pay was paid.  You cannot get the exact date the leave was taken.

  1. To change the title of the report, click on Modify > Header/Tab > and change the Report title to a relevant name like Leave Taken Report by Employee.  Click OK to complete. 
  2. If you wish you can modify the column placing and widths. 

 

To view this Report by Employee, in the Total By box, select Employee.

To view this Report by Payroll Item, in the Total By box, select Payroll Item detail.

When complete, memorize the report.  For easy retrieval you can add the report to the Icon Bar. 

 

Need more help?

Ask the Reckon Community at: https://community.reckon.com/reckon.

 


How did we do?

Reporting Super for Contractors

Setting up a non-super Salary Sacrifice item (Novated Lease/ Salary packaging)

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