# 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

1. In the left sidebar, click **'Reports'**.
2. On the Reports landing page, click the **'Period overview'** card.

## Filter the data

Period overview is scoped to a single company period.

1. Open the **'Period'** dropdown at the top of the report.
2. Choose the company period you want to see.

The page reloads with totals for that period.

```{tip}
Don't see the period you expected? Company periods are set up under {doc}`/set-up-your-company/index`. If a period hasn't been created yet, ask your admin.
```

## Export

See {doc}`exports` 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.

## Related

- {doc}`hours-summary`
- {doc}`payroll-summary`
- {doc}`exports`