Leave Reports

In this section, you can explore various leave reports available in Zoho Payroll, which provide comprehensive insights into employee leave balances, leave encashment, and more. These reports help you efficiently manage and monitor leave data across your organization. Below are detailed descriptions for each report, along with explanations of all features and how various changes affect the reports.

You can access the below reports by navigating to Reports > Leave Reports.

Payroll LOP Report

The Payroll LOP (Loss of Pay) Report offers a detailed view of the loss of pay instances for employees. This report helps track and manage instances where employees have experienced a loss of pay.

Column Name	Description
Employee ID	Unique identifier for each employee.
Employee Name	Name of the employee.
Total Days	Total number of days in the pay period.
Loss of Pay	Number of days with loss of pay.
Encased Days	Number of days encashed.
Paid Days	Number of days paid.

Features and Options

The Payroll LOP Report includes various features and options that allow you to customize and manage the report according to your needs.

Filter Name	Description
Employee Status	Filter by Active Users, Active Employees, and Selective Ex-Employees.
Department	Narrow down the report to specific departments.
Designation	Generates the report only for employees with specific designations.
Location	Filter based on work location.
Employee Type	Generates the report only for direct reportees.

Generate Report by Period

Period changes allow you to adjust the timeframe for which the report is generated. You can choose from current or previous months, or switch between day and hour views for more granular analysis.

Regenerate Report

The Regenerate Report feature allows you to refresh the data in the report to include the latest updates. This ensures that the report reflects the most current information available.

Other Actions

These options provide flexibility in how you use and share the report data. You can export the data for further analysis, print the report for physical records or meetings, or download it as a PDF for sharing and documentation.

Action	Description
Export Data	Export the report data to your device.
Print Report	Print the report for physical records or meetings.
Download as PDF	Download the report as a PDF for electronic sharing and documentation.

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LOP Report Overview

The LOP (Loss of Pay) Report provides insights into employees’ leave without pay instances. This report helps you understand and manage instances where employees have taken leave without pay.

Column Name	Description
Employee Name	Name of the employee.
Previous Pay Period Balance	Balance from the previous pay period.
Booked	Number of leave days booked.
Total	Total leave days (Previous + Taken).
Adjustment	Adjustments made to leave days.
Loss of Pay	Number of days with loss of pay.
Reason	Reason for the leave.
Carry Over	Number of days carried over to the next period.

Features and Options

The LOP Report includes various features and options that allow you to customize and manage the report according to your needs.

Filter Name	Description
Employee Status	Filter by Active Users, Active Employees, and Selective Ex-Employees.
Department	Narrow down the report to specific departments.
Designation	Generates the report only for employees with specific designations.
Location	Filter based on work location.
Employee Type	Generates the report only for direct reportees.

Generate Report by Period

Period changes allow you to adjust the timeframe for which the report is generated. You can choose from current or previous months, or switch between day and hour views for more granular analysis.

Regenerate Report

The Regenerate Report feature allows you to refresh the data in the report to include the latest updates. This ensures that the report reflects the most current information available.

Other Actions

These options provide flexibility in how you use and share the report data. You can import data, export the data for further analysis, or print the report for physical records or meetings.

Action	Description
Import	Import data from external sources to update the report.
Export	Export the report data to your device.
Print Report	Download the report as a PDF for electronic sharing and documentation.

Leave Encashment Report

The Leave Encashment Report provides a detailed view of the number of days encashed by employees. This report helps you track and manage leave encashment instances across the organization.

Column Name	Description
Employee Name	Name of the employee.
Number of days for Leave encashment	Total number of days encashed by the employee.

Features and Options

The Leave Encashment Report includes various features and options that allow you to customize and manage the report according to your needs.

Filtering Options

Filtering options enable you to narrow down the report data based on specific criteria such as employee status, department, designation, and location. These filters help you focus on the most relevant data for your analysis.

Filter	Description
Employee Status	Filter by Active Users, Active Employees, and Selective Ex-Employees.
Department	Narrow down the report to specific departments.
Designation	Focus on employees with specific designations.
Location	Filter based on work location.
Employee Type	Option to show only direct reportees.

Period Changes

Period changes allow you to adjust the timeframe for which the report is generated. You can choose from current or previous months, or switch between day and hour views for more granular analysis.

Regenerate Report

The Regenerate Report feature allows you to refresh the data in the report to include the latest updates. This ensures that the report reflects the most current information available.

Other Actions

These options provide flexibility in how you use and share the report data. You can export the data for further analysis, print the report for physical records or meetings, or download it as a PDF for sharing and documentation.

Action	Description
Export Data	Export the report data to your device.
Print Report	Print the report for physical records or meetings.
Download as PDF	Download the report as a PDF for electronic sharing and documentation.

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Leave Type Based Summary Report

The Leave Type Based Summary Report provides a detailed view of leave balances categorized by leave types for each employee. This report helps you track and manage leave balances and utilizations efficiently.

Column	Descriptions
Employee Name	Name of the employee.
Opening Balance	The leave balance at the beginning of the period.
Granted	Number of leave days granted during the period.
Booked	Number of leave days booked during the period.
Closing Balance	The leave balance at the end of the period.
Lapsed	Number of leave days that have lapsed and are no longer valid.

Features and Options

The Leave Type Based Summary Report includes various features and options that allow you to customize and manage the report according to your needs.

Filtering Options

Filtering options enable you to narrow down the report data based on specific criteria such as employee status, department, designation, and location. These filters help you focus on the most relevant data for your analysis.

Filter	Description
Employee Status	Filter by Active Users, Active Employees, and Selective Ex-Employees.
Department	Narrow down the report to specific departments.
Designation	Focus on employees with specific designations.
Location	Filter based on work location.
Employee Type	Option to show only direct reportees.

Period Changes

Period changes allow you to adjust the timeframe for which the report is generated. You can choose from predefined periods, customize the date range, or switch between day and hour views for more granular analysis.

Timeframe	Options
Predefined Periods	Choose from This Month, This Quarter, This Year, Previous Month, Previous Quarter, Previous Year.
Custom Date Range	Customize the date range to fit specific analysis needs.
Day/Hour View	Toggle between day and hour views for more granular data analysis.

Other Actions

These options provide flexibility in how you use and share the report data. You can export the data for further analysis, print the report for physical records or meetings, or download it as a PDF for sharing and documentation.

Action	Description
Export Data	Export the report data to your device.
Print Report	Print the report for physical records or meetings.
Download as PDF	Download the report as a PDF for electronic sharing and documentation.

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Leave Summary Report

The Leave Summary Report provides a comprehensive view of all leave types, booked leaves, and balances for each employee over a specified period. This report helps you track and manage leave utilization and balances across various leave types.

Column Name	Description
Employee Name	Name of the employee.
Paid	Number of paid leave days.
Unpaid	Number of unpaid leave days.
Booked	Number of leave days booked during the period.
Balance	The leave balance at the end of the period.
Leave Types	Names of the different leave types you’ve created.

Features and Options

The Leave Summary Report includes various features and options that allow you to customize and manage the report according to your needs.

Filtering Options

Filtering options enable you to narrow down the report data based on specific criteria such as employee status, department, designation, location, and leave type. These filters help you focus on the most relevant data for your analysis.

Filter	Description
Employee Status	Filter by Active Users, Active Employees, and Selective Ex-Employees.
Department	Narrow down the report to specific departments.
Designation	Focus on employees with specific designations.
Location	Filter based on work location.
Leave Type	Select specific leave types to include in the report.
Employee Type	Option to show only direct reportees.

Period Changes

Period changes allow you to adjust the timeframe for which the report is generated. You can choose from predefined periods, customize the date range, or switch between day and hour views for more granular analysis.

Timeframe	Options
Predefined Periods	Choose from This Month, This Quarter, This Year, Previous Month, Previous Quarter, Previous Year.
Custom Date Range	Customize the date range to fit specific analysis needs.
Day/Hour View	Toggle between day and hour views for more granular data analysis.

Other Actions

These options provide flexibility in how you use and share the report data. You can export the data for further analysis, print the report for physical records or meetings, or download it as a PDF for sharing and documentation.

Action	Description
Export Data	Export the report data to your device.
Print Report	Print the report for physical records or meetings.
Download as PDF	Download the report as a PDF for electronic sharing and documentation.

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Leave Balance Report

The Leave Balance Report provides a detailed view of employees’ leave balances, including both paid and unpaid leave types. This report is essential for tracking the remaining leave balance of employees and managing leave policies effectively.

Column	Description
Employee	Name of the employee.
Total (Paid)	Total number of paid leave days taken by the employee.
Total (Unpaid)	Total number of unpaid leave days taken by the employee.

Features and Options

The Leave Balance Report includes several features and options to customize and export the data as per your requirements.

• Date Range Selector: Allows you to choose the date range for the report. Options include This Month, This Quarter, This Year, Previous Month, Previous Quarter, Previous Year, and Custom.

Filter	Description
Department	Narrow down the report to specific departments.
Designation	Focus on employees with specific designations.
Work Location	Filter based on work location.

Once you set the date range and the filters, you can generate the report based on the selected filters and date range.

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