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Overview

Teamper exports the Balance report as an .xls file. The export keeps the current report date and the filters you have already applied so the file matches the balance view you are reviewing.

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Who can use this

  • Company admins

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Step-by-step guide

  1. Go to Reports and open Balance.
  2. Choose the report date you want to export.
  3. Apply any employee, Department, Leave type, or Include future booked filters you need.
  4. Review the on-screen rows.
  5. Click Export.
  6. Download the .xls file.

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What happens next

  • Teamper generates an .xls file from the current Balance report view.
  • The export keeps the selected report date, employee search, employee selection, department filter, leave type filter, and Include future booked setting.
  • If you change the report filters and export again, the next file reflects the updated report state.

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Troubleshooting

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The export is missing rows

Check the report date and active filters on screen first. The export matches the current Balance report view.

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The used or available amounts look lower than expected

Turn on Include future booked before you export if you want future booked leave in the same leave year to count in the totals.

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You expected more employees in the file

Clear the employee search or employee filter, then export again.