# Leave year overview

**For:** Manager | Admin
**You'll need:** Permission to view reports (your manager will know).

Leave year overview is the one-page summary of where everyone stands this leave year — hours contracted and worked, plus the allowance, grant, usage, and balance for each leave type. It's the report most managers open first when checking leave.

## Open the report

1. In the header, open the **Reports** dropdown.
2. Under **Workforce**, click **'Leave year overview'**.

## What the window is

The report opens on the **current leave year**. {{ app_name }} works that out for you from your company's leave-year setting — there's no period to create or close.

- In **fixed-date** mode, everyone shares the same window and its dates show in the header.
- In **hire-anniversary** mode, each person is reported over their own leave year, running from their hire date.

See {doc}`/settings-and-admin/company-settings/leave` to change how the leave year is anchored.

## Look at an earlier leave year

Next to the **'Filter'** button there's a **'Leave year'** dropdown. Open it and pick a year — the report reloads on that window, with every column recalculated. It's the quickest way to answer "how much did she carry over last year?" without exporting anything.

## Filter the data

1. Open the **'Person'** filter at the top of the report.
2. Pick one or more people to narrow the list. Leave it empty to see everyone.

## Read the rows

Each person has one row per leave type, and a bold **'Total'** row closes the report with the worked, contracted, and variance hours summed across everyone on the list.

```{note}
Leave types tracked as **spell** or **unlimited** only appear when there was activity in the window. A sick-leave policy nobody used this year isn't listed as an empty row — the report shows what happened, not every policy that exists. Balance policies always appear, because their balance is meaningful even at zero.
```

## Export

See {doc}`exports` for CSV, XLSX, and PDF details. Note that the CSV uses a **semicolon** delimiter — pick semicolon when importing into Excel.

Columns in this report:

- Employee / Leave
- Empl. type
- Contracted (h)
- Worked (h)
- Allowance (h)
- Granted (h)
- Used (h)
- Balance (h)

## Verify it worked

Each person on the team appears with a row per leave type, and the **'Balance'** column equals **'Allowance'** plus **'Granted'** minus **'Used'** for that leave type.

## Related

- {doc}`hours-summary`
- {doc}`payroll-summary`
- {doc}`exports`
- {doc}`/settings-and-admin/company-settings/leave`