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How can I view the available balance broken down by cycle in the advanced report?

In the Advanced Balance Report, you can enable the breakdown of available time by cycle to quickly see which period each part of the total balance for each employee belongs to.

  • This option is found within the Advanced Balance Report, in the request fields section.

    1. Go to app.humand.co → Vacations and Leave → Management → Balances → Advanced Report.

      Switch Show detail by cycle in the Balance fields accordion

    2. Open the Balance fields options.
    3. Enable the Available time column.
    4. Turn on the Show detail by cycle option.
    Switch Show detail by cycle in the Balance fields accordion

    If the Available time column is not selected, the switch is disabled. A tooltip explains that this option is only available when that column is active.

  • When you turn on the switch, the report generates a column for each cycle with a non-zero balance (positive or negative), in addition to the overall total column. The columns:

    • Are ordered from most recent to oldest.

    • Are named Cycle YYYY, where YYYY is the accrual year.

    • Cycles with a zero balance do not generate a column, so the report isn't cluttered with empty information.

    If a negative balance policy leaves a cycle with a negative balance, that cycle appears in its own column with the corresponding value (for example, "-3").

  • When the Show detail by cycle option is enabled, the report export (CSV/Excel) includes the cycle columns. With the switch turned off, the export works as before.

Viewing the balance broken down by cycle makes it easier to track and manage balances without needing extra calculations, with all the information available right in the report.

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