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Payroll HR
January 11, 2021
Question

Sick and Vacation report for ACTIVE employees Only (no termed employees)

  • January 11, 2021
  • 1 reply
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How I pull a report or tweak the one I have now, for active employees only for sick and vacation history?

1 reply

R
ReyJohn_D
January 11, 2021

You can count on me, @Payroll HR.

 

Currently, we're unable to pull up a Sick and Vacation report that shows active employees only. I know a few workarounds you can consider performing.

 

First, you can run and customize the Payroll Item Detail report. Then, export it to Excel. From there, you can remove the inactive or terminated employees from the list manually.

 

Here's how to do it:

 

  1. Click the Reports menu, and then choose Employees & Payroll.
  2. Select the said report from the list.
  3. Click the Customize Report button.
  4. Search and choose "payroll item" from the Display tab.
  5. Go to the Filters tab, and then select "payroll item" as well.
  6. Choose Multiple payroll items from the drop-down, and then select the right sick and vacation filters.
  7. Click OK twice.
  8. Select the correct date filter from the drop-down to show historical data.

When you're ready, you can click Create New Worksheet from the Excel drop-down menu. Then, click the Export button. 

 

After that, you can now remove the inactive employees from the said report.

 

Another option is to run a QuickReport one employee at a time. Let me guide you how:

 

  1. Go to the Employees menu, and then choose Employees Center.
  2. Select the Active Employees filter, and then click the QuickReport link.
  3. Then, apply the same filters stated above (steps 3 to 7).

You'll also want to save the current customization of your reports. This way, you can access them right away later on.

 

Lastly, I encourage you to visit our Firm of the Future page to keep up with the latest happenings and product updates.

 

Stay in touch with me if you have more payroll concerns or any QuickBooks-related. I'm here to help you.

P
Payroll HRAuthor
January 13, 2021

Thank you ReyJohn_D for your response!  Under Reports menu bar / Employees & Payroll / More Payroll Reports in Excel / and then under, Employee Sick & Vacation History - I am able to see the data I need.  However, it includes ALL employees that ever existed with our company.

Today, I have gone to see how to tweak this report but I am not able to see where it was created/built.  I am not able to track where it came from to see if I can filter this current report.  The only option that this report (Employee Sick & Vacation History) allows me to filter when I pull it up - are the dates.

Let me know if you know where I can find this report to make a few changes.

Thank you!

JenoP
JenoP
January 13, 2021

Hi there, Payroll HR.

 

The report will show all employees who accrued and used the sick and vacation hours.

 

You can customize the date of the report so you can only see the names from a certain period of time. Here's how:

 

  1. Go back to the Reports menu and select Employee Sick & Vacation History.
  2. Select Custom, then enter a From and To dates.
  3. Click Get QuickBooks Data.

Let me also share this article for more details: 

 

 

Please add another reply below if you still need more help with your payroll report. 

 

 

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