Time-off reports and balances

Filter, export, and print time-off records while reviewing policy balances and request history.

Open the time-off report

Owners and Managers can open Time & People, choose Time off, and then select Time-off report. The report stays inside the active workspace.

Use the filters to narrow the report by person, policy, request status, or date range. Clear the filters to return to the complete workspace view.

Export or print

Select Export CSV to download the filtered rows for a spreadsheet.
Select Print for a clean report designed for printing or saving as a PDF.
The report includes the request dates, amount, policy, status, and person shown by the current filters.

Review balances and requests

The Time off area shows policy balances and request history alongside the request form. Owners and Managers can review requests from the approval area, then approve or reject them.

Approved paid time off is also included in the member's timesheet and timesheet PDF. If a balance becomes inconsistent with its policy history, Conopeum repairs the derived balance automatically.