Firstly, you will need to navigate to the ‘Reports’ tab located on the top right-hand side of the main navigation panel as displayed below:

Once you select the ‘Reports’ tab the following screen will appear:

On this screen, you will select the tab titled ‘Leave’. Once selected the below screen will display:

On this screen, you will see the heading ‘Balance Reports’ & the subheading ‘Branch Threshold’ with the option to ‘View’. Click here to display the following screen:

Here, you can manipulate the data that displays by filtering by ‘Period’, ‘Location’, ‘Balance’ & ‘Threshold’. Once you’ve applied the relevant filters click on the green ‘Run Report’ button to display the associated data:

You’ll also note the ability to export the data displayed by clicking on the ‘Export’ hyperlink displayed in the top right-hand corner of the table.

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