Generate Reports

This guide covers viewing analytics and generating reports in CHRIS.

Prerequisites

• Admin or HR Manager role for full reporting
• Employees can view their own statistics

Dashboard Statistics

Employee Dashboard

The employee dashboard shows:

• Leave Balance: Remaining days by leave type
• Pending Requests: Count of awaiting approval
• Recent Activity: Latest request updates
• Team Calendar: Upcoming team leave (if assigned)

HR/Admin Dashboard

Additional statistics for HR and admins:

• Total Employees: Active employee count
• Pending Approvals: Requests awaiting action
• Leave Overview: Organization-wide leave status
• Team Coverage: Leave distribution by team

Leave Reports

View Leave Summary

1. Navigate to Reports > Leave
2. Select the date range
3. View summary statistics:
   • Total days taken by type
   • Approval/rejection rates
   • Average leave duration

Filter Options

Leave Balance Report

View remaining balances for all employees:

1. Go to Reports > Balances
2. Filter by team if needed
3. See:
   • Entitled days
   • Used days
   • Remaining days
   • Carryover days

Export Data

Export Leave Requests

1. Navigate to Reports > Leave
2. Apply desired filters
3. Click Export CSV
4. Download the file

Exported columns:

• Employee Name
• Email
• Leave Type
• Start Date
• End Date
• Working Days
• Status
• Approved By
• Request Date

Export Employee Data

1. Go to Reports > Employees
2. Apply filters
3. Click Export
4. Choose format (CSV)

Exported columns:

• Name
• Email
• Role
• Team
• Position
• Contract Type
• Start Date
• Leave Entitlement
• Status

Team Analytics

Team Leave Overview

For team leaders and HR:

1. Navigate to Reports > Teams
2. Select a team
3. View:
   • Total leave taken
   • Leave by type breakdown
   • Coverage calendar
   • Pending requests

Coverage Calendar

Visual view of team availability:

• Green: Full coverage
• Yellow: Partial coverage (some on leave)
• Red: Low coverage (multiple on leave)

Use this for:

• Planning approval decisions
• Identifying coverage gaps
• Resource planning

Audit Reports

View Audit Logs

Track changes made in the system:

1. Navigate to Settings > Audit Logs
2. Filter by:
   • Date range
   • Entity type (profiles, leave_requests, etc.)
   • Action type (create, update, delete)
   • User who made the change

Audit Log Details

Each log entry shows:

Export Audit Logs

1. Apply filters as needed
2. Click Export
3. Download CSV for compliance records

Scheduled Reports

Enable Email Reports

Admins can configure automatic reports:

1. Go to Settings > Reports
2. Click Add Scheduled Report
3. Configure:
   • Report type
   • Frequency (daily, weekly, monthly)
   • Recipients
   • Filters to apply

Available Scheduled Reports

Custom Reports

Using Filters Effectively

Combine filters for specific insights:

Example: Team coverage this month

1. Filter: Team = Engineering
2. Filter: Date Range = This Month
3. Filter: Status = Approved

Example: Sick leave trends

1. Filter: Leave Type = Sick Leave
2. Filter: Date Range = Last 6 Months
3. View by month to see patterns

Saving Filter Presets

1. Configure your filters
2. Click Save Preset
3. Name the preset
4. Access from the Presets dropdown

Data Visualization

Charts Available

Interpreting Data

High pending requests: May indicate approval bottleneck

Uneven team distribution: Some teams may have coverage issues

Seasonal patterns: Plan for peak leave periods (summer, holidays)

Best Practices

Regular Reviews

Schedule regular report reviews:

• Weekly: Pending approvals, upcoming leave
• Monthly: Balance status, team coverage
• Quarterly: Trend analysis, policy compliance
• Annually: Leave utilization, carryover management

Data-Driven Decisions

Use reports for:

• Identifying employees with high unused leave
• Spotting patterns in sick leave
• Planning team capacity
• Compliance auditing

Data Retention

• Leave request data: Keep for employment duration + legal requirements
• Audit logs: Typically 7 years for compliance
• Export and archive old data as needed