Step 2: Dashboard Overview

Leave Dashboard & History

View all leave records, track leave statistics, and access leave analytics from the Reports section.

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Accessing Leave History

1. Click "Reports" in the left sidebar
2. Click the "Leave History" button in the top navigation bar
3. You'll see the Leave History page with summary cards, filters, and a data table

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Summary Cards

At the top of the Leave History page, three summary cards show statistics for the selected date range:

• Leaves - Total number of leave records
• Days - Total equivalent leave days (e.g., two half-days = 1 day)
• Users - Number of unique staff members who took leave

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Leave Data Table

Table Columns

Each record shows:

• Date - Leave date formatted as DD-MMM-YYYY
• Day - Day of the week abbreviation
• User - Staff member name
• Leave Type - Category shown as a color-coded badge (e.g., Sick Leave, Casual Leave)
• Duration - Full Day, First Half, Second Half, or number of days (for long duration)
• Status - Current state with colored badge
• Notes - Any notes are shown below the record row (if present)

Status Badges

• Active (green) - Leave currently in effect
• Pending (yellow) - Awaiting action
• Completed (indigo) - Leave period has finished
• Cancelled (red) - Leave was cancelled
• Rejected (gray) - Leave was rejected

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Filtering Records

User Filter

A searchable dropdown above the table lets you filter by a specific staff member.

Additional Filters

Click "Filters" to reveal more filtering options:

• Start Date - Beginning of date range (default: 30 days ago)
• End Date - End of date range (default: 30 days from now)
• Leave Type - Search by leave type name
• Duration Type - All Types, Full Day, Half Day, or Long Duration
• Status - All Status, Active, Pending, Completed, Cancelled, or Rejected
• Reset Filters - Reset all filters back to defaults

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Sorting Records

Click column headers to sort by:

• Date (newest/oldest)
• User name (A-Z / Z-A)
• Leave type (alphabetical)
• Duration (numeric)
• Status (alphabetical)

An arrow indicator shows the current sort direction.

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Exporting Data

Export to CSV

1. Apply desired filters (date range, user, leave type, status)
2. Click the "Export" button in the header
3. A CSV file downloads automatically

CSV Includes

• Date, Day, User Name, Leave Type, Duration Type, Duration, Equivalent Days, Status, Notes, Marked By, Created At

Common Uses

• Monthly attendance reports - Filter by month and export
• Payroll processing - Track leave days for compensation calculations
• Leave balance tracking - Review individual staff leave history
• Compliance records - Maintain documentation for audits

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Managing Records

Delete a Record

1. Click the trash icon on the record row
2. A confirmation modal shows the leave details (user, date, leave type, duration)
3. Click "Delete" to confirm or "Cancel" to keep the record

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Reports & Analytics

For deeper leave analysis, use the Reports & Analytics dashboard (available on Pro and Max plans).

Accessing Reports

1. Click "Reports" in the left sidebar
2. You'll see the Reports & Analytics dashboard with tabs and summary cards

Summary Cards

The Reports dashboard shows four overview cards for the selected date range:

• Total Leaves - Number of leave records
• Total Substitutes - Number of substitute assignments
• Leave Days - Total equivalent leave days
• Faculty on Leave - Unique teachers who took leave

Date Range Selector

Use presets or select custom dates to filter report data:

• Today, This Week, This Month, Last Month, Last 3 Months, or Custom range
• Maximum range of 3 months per query

Leave-Related Report Tabs

Faculty Summary

• Per-teacher breakdown with total leaves, leave days, times absent, times covered as substitute
• Sortable columns and teacher filter
• Click a row to see detailed teacher profile

Leave Types

• Pie chart showing distribution of leaves by type
• Count and total days for each leave type
• Color-coded to match leave type colors

Trends

• Daily or weekly line chart showing leave and substitute trends
• Fixed 7-week lookback period
• Toggle between daily and weekly views

Cancelled Lessons

• All cancelled periods with reasons
• Helps identify coverage gaps

Exporting Reports

Each report tab supports export to:

• CSV - Comma-separated values
• Excel - Formatted spreadsheet
• PDF - With a field selector to choose which columns to include

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Viewing Leaves in the Calendar

The Calendar provides a quick daily view of who is on leave:

Substitute Banner

In the Faculty view, the Substitute Banner shows:

• On Leave button with a count badge - Click to filter the calendar to show only teachers on leave
• Each filtered teacher shows their name and leave type
• Click "Clear" to remove the filter

Teacher Detail View

Click on a teacher's row in the calendar to see their schedule for the day, including leave status and any substitute assignments covering their periods.

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Quick Reference

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Next Step

Learn how to delete leave records when needed.