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Cindy Little
March 25, 2025
Question

Vacation and Sick Leave Report

  • March 25, 2025
  • 1 reply
  • 0 views

Can the Vacation and Sick Leave Report be customized to include an employee's date of hire, since this is what drives the correct accrual bucket?  If so, how is this done?  I may not have the proper permissions because I can't tell that this report can be customized in any particular fashion.  Thanks!

    1 reply

    M
    MoiraskyeT
    March 25, 2025

    I appreciate you for sharing this matter in the Community forum, @Cindy Little. To include your customer’s hire date, we can export both the Vacation and Sick Leave report and the Employee Detail report, then add the hire date column externally. Let me provide you with the steps to achieve this.

     

    Here's how you can run the employee detail report:

     

    1. Navigate to Reports.
    2. Look for Employee Details or a comparable report.
    3. Select Customize.
    4. In the Rows/Columns section, include the fields you require, such as Date of Hire, Sick Leave Accruals, and Vacation Accruals.
    5. Click on Run report to display it with the new columns added.

     

    Currently, adding the hire date to the Vacation and Sick Leave report is not possible. As a workaround, you can pull up two reports:

     

    • One in the employee details filtered by hire date.
    • Other for the vacation and sick leave report.

     

    I also suggest exporting them to Excel and combining the data.

     

    For details on customizing QuickBooks reports, refer to this article: Customize reports in QuickBooks Online.

     

    Additionally, you can find instructions on how to save a customized report in QuickBooks in this article: Save a customized report in QuickBooks Online.

     

    Your success in creating a customized report is our main priority, Cindy Little. If you have any further questions about customizing reports, please respond to the thread below. The Community forum is here to address any of your concerns. Best wishes!

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