@@ -12,7 +12,7 @@ requests and time off balances. Managers can :doc:`allocate time off <time_off/a
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individuals, teams, or the whole company, and :ref: `approve time off requests
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<time_off/manage-time-off>`.
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- Detailed :ref : `reports <time_off/reporting >` can be run to see how much time off (and what kinds of
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+ Detailed :doc : `reports <time_off/reporting >` can be run to see how much time off (and what kinds of
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time off) are being used, :ref: `accrual plans <time_off/accrual-plans >` can be created, and
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:ref: `public holidays <time_off/public-holidays >` can be set.
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@@ -566,97 +566,12 @@ the time off request in a modal, click the :guilabel:`View` button.
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.. image :: time_off/overview.png
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:alt: Overview of the user's team, with time off requests shown.
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- .. _time_off/reporting :
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-
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- Reporting
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- =========
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-
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- The reporting feature allows users to view time off for their team, either by employee or type of
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- time off. This allows users to see which employees are taking time off, how much time off they are
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- taking, and what time off types are being used.
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-
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- Any report can be added to a spreadsheet, when in either the :icon: `fa-area-chart `
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- :guilabel: `(Graph) ` or :icon: `oi-view-pivot ` :guilabel: `(Pivot) ` view, through the *Insert in
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- Spreadsheet * button that appears in the top-left of a report.
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-
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- .. note ::
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- If the **Documents ** app is installed, an option to add the report to a spreadsheet appears. If
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- not, the report can be added to a *Dashboard *.
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-
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- By employee
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- -----------
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-
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- To view a list of employee time off requests, navigate to :menuselection: `Time Off app --> Reporting
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- --> by Employee `.
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-
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- The default report presents the current year's data in a list view, displaying all the employees in
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- alphabetical order. Each employee's line is collapsed by default. To expand a line, click anywhere
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- on the line.
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-
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- The view expands, and has the time off requests organized by time off type. Click anywhere on a time
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- off type line to expand it, and view all the individual time off requests that fall under that type.
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-
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- The information shown in the list includes: the :guilabel: `Employee ` name, :guilabel: `Number of
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- Days ` off requested, the :guilabel: `Start Date `, :guilabel: `End Date `, :guilabel: `Status `, and
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- :guilabel: `Description `.
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-
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- .. image :: time_off/employee-report.png
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- :alt: Report of time off, shown by each employee in a list view.
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-
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- The report can be displayed in other ways, as well. Click the corresponding button option in the
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- top-right corner of the page to view the data in that specific way. The various options are a
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- :icon: `oi-view-list ` :guilabel: `(List) `, or default view, :icon: `fa-area-chart ` :guilabel: `(Graph) `,
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- :icon: `oi-view-pivot ` :guilabel: `(Pivot) ` table, or :icon: `fa-calendar ` :guilabel: `(Calendar) ` view.
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-
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- When a selection has been made, additional options appear for that particular selection. For more
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- detailed information on the reports and their various options, refer to the :doc: `reporting
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- <../essentials/reporting>` documentation.
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-
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- By type
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- -------
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-
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- To view a graph of all time off, organized by time off type, navigate to :menuselection: `Time Off
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- app --> Reporting --> by Type `. This shows all time off requests in a default bar chart.
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-
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- Hover over a bar to view the :guilabel: `Duration (Days) ` of that specific time off type.
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-
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- .. image :: time_off/bar-chart.png
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- :alt: The various time off types, and how many days requested, in a bar chart. Details are
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- highlighted in a red box.
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-
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- Click on a bar to go to a detailed list view of all the time off requests for that time off type.
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-
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- Each request is listed, with the following information displayed: the :guilabel: `Employee `,
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- :guilabel: `Number of Days `, :guilabel: `Request Type `, :guilabel: `Start Date `, :guilabel: `End Date `,
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- :guilabel: `Status `, and the :guilabel: `Description `.
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-
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- The report can be displayed in other ways, as well. Click the corresponding button option in the
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- top-right corner of the page to view the data in that way. The various options are a
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- :icon: `fa-area-chart ` :guilabel: `(Graph) ` (the default view), :icon: `oi-view-list `
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- :guilabel: `(List) `, or :icon: `oi-view-pivot ` :guilabel: `(Pivot) ` table.
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-
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- When a selection has been made, additional options appear for that particular selection. For more
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- detailed information on the reports, and their various options, refer to the :doc: `reporting
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- <../essentials/reporting>` documentation.
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-
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- Balance
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- -------
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-
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- To view a pivot table of all time off balances, organized by time off type, then further organized
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- by how many days and hours are :guilabel: `Left ` and :guilabel: `Planned `, navigate to
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- :menuselection: `Time Off app --> Reporting --> Balance `.
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-
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- This shows all time off balances in a default pivot table. The employees populate the rows, while
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- the various time off types and balances populate the columns.
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-
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- .. image :: time_off/balance.png
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- :alt: The various time off balances, in a pivot table.
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-
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.. seealso ::
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- :doc: `time_off/allocations `
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- :doc: `time_off/request_time_off `
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- :doc: `time_off/my_time `
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- :doc: `time_off/management `
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+ - :doc: `time_off/reporting `
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.. toctree ::
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:titlesonly:
@@ -665,3 +580,4 @@ the various time off types and balances populate the columns.
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time_off/request_time_off
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time_off/my_time
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time_off/management
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+ time_off/reporting
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