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- The Save and Recall option
allows the users to create and save certain reports 
for different report runs for each report option. The Default option is the original SSDT report and the Most Recent is the last report that was ran by the user. If the report is no longer needed, click on 
to delete the report. The Default reports cannot be deleted. - Leave Activity Report is the default file name for the report. This can be changed by entering a new file name in the Report Title field. **Required Field**
- The Sort By field offers the following choices: **Required Field**
- Employee Number
- Employee Name
- Check Begin Each Employee On New Page? to page break on each employee.
- Begin Date - Report will show beginning balance for leave as of this start date. **Required Field**
- End Date - Report will show ending balance for leave as of this end date **Required Field**
- The report will provide the beginning balance for each leave type at the time of the begin date entered and the ending balance at the time of the end date entered (DATE APPLIED). It will list any leave transactions that occurred between the begin and end date that account for the change in balance from begin to end date. This is based upon the DATE APPLIED value of the transaction, which can be different than the activity date of an absence or accumulation. If the DATE APPLIED on the leave transaction is between the begin and end date used for the report, the transaction will be listed on the report.
- Select Select Leave Types To Include: (Defaulted to ALL 3)
- Sick Leave
- Personal Leave
- Vacation Leave
- Check To Include Ineligible Employees? If this option is selected, this will cause an option to Include Archived Employees? to display. The Include Archived Employees option is only available when Including Ineligible Employees is checked.
- Check Include Archived Employees? will not always be display due the eligibility checks on employees that they are not archived. This allows inclusion of employees who are just ineligible but not archived OR ineligible and also archived.
- Select Employees (Leave empty to select all Employees)
- Click on
to create report
Example of Leave Activity Report
Helpful tips
The leave transactions on the report are sorted by applied date first and then activity date. If multiple leave transactions have the same applied date, they would be sorted by activity date for that applied date. The reasoning for this sort order is because the order in which the district entered them (or they were applied by deferred absence posting) we are showing them in the order in which they affected the balance.
The report uses the applied date for the beginning and end date filters. We filter in this way because that is the date the balance is actually affected by an absence or accumulation. If a district is a non-deferred absence district that enters a sick day today with an activity date of next week, the employees balance is updated today and therefore must be reflected on the report if ran for today. If the report included leave transactions based on the activity date, this employee would show a change in their sick leave balance of 1 day, but no usage transaction would show on the report unless the date range also included the activity date. To always show the leave transactions that account for the change in balance from the beginning balance to the end we have to use the date the absence/accumulation was applied to the balance.