Period overview#
For: Manager | Admin You’ll need: Permission to view reports (your manager will know).
Period overview is the one-page summary of a company period — hours worked, leave allowance, balance, headcount and coverage at a glance. It’s the report most managers open first.
Open the report#
In the left sidebar, click ‚Reports‘.
On the Reports landing page, click the ‚Period overview‘ card.
Filter the data#
Period overview is scoped to a single company period.
Open the ‚Period‘ dropdown at the top of the report.
Choose the company period you want to see.
The page reloads with totals for that period.
Tipp
Don’t see the period you expected? Company periods are set up under Set up your company. If a period hasn’t been created yet, ask your admin.
Export#
See Export a report (CSV, XLSX, PDF) for CSV, XLSX, and PDF details. Note that the period overview CSV uses a semicolon delimiter — pick semicolon when importing into Excel.
Columns in this report:
Employee
Employment type
Leave type
Contracted
Worked
Allowance
Granted
Used
Balance
Verify it worked#
The period name in the header matches the one you picked in the dropdown. Each person on the team appears as a row, and the ‚Balance‘ column equals ‚Allowance‘ plus ‚Granted‘ minus ‚Used‘ for that leave type.