Follow the steps below to create a data export to view all absences that are currently pending or outstanding.
In the Admin Tool, click Import/Export Data.
Click Create an export definition.
Click Select the data to export.
Change the database to SelectHR.
Log in.
Copy the below SQL:
Select Top 100 Percent Person.Snapshot.[Person Number], Person.Snapshot.[First Name], Person.Snapshot.Surname, Absence.History.[Absence Start Date], Absence.History.[Absence End Date], Absence.History.[Total Days], Absence.History.[Absence Type], Absence.History.[Absence Reason], Absence.History.Workflow, Absence.History.[Created Date] As [Requested Date] From Person.Snapshot Inner Join Absence.History On Person.Snapshot.[Person Number] = Absence.History.[Person Number] Group By All Person.Snapshot.[Person Number], Person.Snapshot.[First Name], Person.Snapshot.Surname, Absence.History.[Absence Start Date], Absence.History.[Absence End Date], Absence.History.[Total Days], Absence.History.[Absence Type], Absence.History.[Absence Reason], Absence.History.Workflow, Absence.History.[Created Date], Person.Snapshot.[Effective Status] Having Absence.History.[Absence Type] Like '%Holiday%' And Absence.History.Workflow = 0 Order By Person.Snapshot.Surname, Absence.History.[Absence Start Date]
In the top left of the data export window, click Options, Paste SQL from clipboard.
Click Data.
Once the data export is created, a Primary Key must be selected. Click the Key Field icon and select the appropriate Key. The Key Field must be represented by a number (i.e. Person Number, Absence Number etc.). When the export is finished it can be saved for future use.
Click OK to continue the export. The Data Export Wizard window appears.
In the Definition name field, enter a full name. This will be the name of the report saved in the Admin Tool, which can be edited in the future, if needed. There is more information available about how to edit an existing report.
Click Browse to choose a location for the report exported to Excel.
In the File name field, enter a name. This will be the name of the Excel document once exported on the local machine.
Use the File Format drop-down and select Microsoft Excel 97-2003.
Click Next. A preview of the data appears.
In the Column section under the columns preview, click a column header to select a column and set export options.
Click Next.
Click the Open file after export check box. The document will then open once the export is completed.
Click Finish. The Export will now appear in the External Data Transfers list and can be run again.