Who this guide is for: System administrators – Requires ‘Reports’ permission
Overview:
The flexible Reports tool in e-days lets you build, customise, filter, schedule and export data—helping you answer key business questions quickly.
How Reports Works:
- Build custom reports from scratch, selecting any fields (e.g. login, status, absence type).
- Customise existing templates by adding or removing columns.
- Filter your data set with criteria like date ranges or Status = Approved.
- Schedule automated email deliveries at regular intervals.
- Download results in CSV or Excel for external analysis.
Key Reports
The list of reports below will help you analyse what is happening in your business:
- Absence information: This report will help you with payroll at the end of each month, and you will be able to use the filters to restrict to a particular date range, leave, and absence type and status. You can also download the report to import into a payroll system.
- Entitlement This Year: This report allows you to easily see what individuals have used, booked, and remaining. You will be able to filter this based on regions or users.
- Ten Day Compliance: If you work for a financial institution, you will know that you are required to book a minimum 10-day holiday in a year. This report allows for you to identify individuals who have not met this criterion.
- User Adoption: A report to see which users are logging into edays and allows for you to easily identify users which you may need to get in contact with to start booking in some holiday to prevent burnout.
- X Occurrence in a rolling period: Allows to see how many occurrences of a leave type or absence type have been booked in a rolling period. This will help you to identify if certain employees need additional support.
Additional Information:
- Report Templates: Prebuilt reports (e.g. Absence Information, Entitlement This Year) you can customise.
- Accrual to Date Report: Under Admin Panel > Global > Entitlement Setup, shows prorated accruals to a chosen date.
- Warning: Overly broad filters may return large datasets—apply date or group filters first.
- Tip: Save your filter sets as Report Folders for quick access.
How to build a report
You can check out the below guides on how to create a report here:
- Running a scheduled report early
- Creating a new reports folder
- Scheduling a report
- Editing a scheduled report
- Running a system information report
- Running an absence information report
- Running an entitlement report
- Downloading a report