Step 1 - Navigate to Leave Analytics
Login to Asanify as an Admin.
In the left navigation pane, click on Analytics.
Under Analytics, click on the Leave tab.
You will land on the Leave Analytics page. Click on Leave Balances to open the Leave Balances Report.
Step 2 - Set Your Filters
Before loading the report, configure the filters to narrow down the data you want to see.
Select Dates (required) — Choose a From and To date. The report will show all leave balance activity within this period.
Employee Status — Filter by status such as Active, Resigned, etc. Defaults to Active.
Employment Type — Filter by Employee or Contractor.
Policy Status — Defaults to Active policies only.
Assignment Status — Defaults to Active assignments only.
You can also apply additional filters by clicking the Filters option:
Employee — Select specific employees.
Designation — Filter by designation.
Department — Filter by department.
Policy Name — Filter by a specific leave policy.
Note: The Select Dates filter is mandatory. The report will not load without a date range.
Step 3 - Load the Report
Once your filters are set, click the Load Report/Charts button.
The system will process the request in the background and populate the report table. This may take a few seconds depending on the size of your workforce.
You can use the Search bar to quickly find results by Employee Name or Policy Name.
Step 4 - Understand the Report Columns
The Leave Balances Report displays the following columns for each employee–policy combination:
Employee ID — Unique identifier for the employee
Full Name — Employee's full name
Department — Employee's department
Designation — Employee's designation
Date of Joining — Employee's date of joining
Policy Name — Name of the leave policy assigned to the employee
From Balance — Opening leave balance at the start of the selected period
Initial Balance — Balance at the time the policy was first assigned
Accrued Leaves — Leaves accrued during the selected period
Manual Reset Leaves — Leaves added or adjusted via manual reset
Expiration Changes — Leaves that expired during the period
Carry Forward Changes — Leaves carried forward from a previous reset cycle
Leaves Taken — Total leaves consumed during the period
To Balance — Closing leave balance at the end of the selected period
Balance Change — Net change in balance (To Balance − From Balance)
Balance Change Type — Classification of the change (e.g., increase, decrease)
You can customise which columns are visible using the Column Configuration option in the table header.
Step 5 - View Detailed Calculations for an Employee
To understand exactly how a particular employee's balance changed during the period:
Locate the employee-policy row you want to inspect.
In the last column, click the View button under Detailed Calculations.
This opens a right-side drawer with a full timeline of leave balance changes, including accrual dates, reset events, and leave applications with detailed reasoning.
For a non-report view of balances and calculations, you can also view leave balance calculations directly from the Leave module.
Step 6 - Explore Charts
Switch to the Charts tab to visualise leave balance data.
The following chart types are available:
Employee-Policy Distribution — Bar chart showing Balance Change by Department, grouped by Policy.
Balance Change by Department and Designation — Density heatmap for spotting patterns across teams.
Balance Change by Employee-Policy Pair — Box plot showing spread and outliers.
Count of Employees by Balance Change Type and Department — Histogram for a high-level distribution view.
Step 7 - Export the Report
To download the report data:
Click the Export CSV button in the report table toolbar.
A CSV file named Leave_Balances_Report_Asanify.csv will be downloaded to your device.
Note: The CSV export is available to all authenticated users viewing the report. For a server-side download with a custom date-range filename, admin-level API access is required.
Additional Information
Prerequisites
Employees must have leave policies assigned to appear in this report.
If no data loads, verify that the selected date range overlaps with active policy assignment periods.
Viewing Changes Over Time for a Specific Employee
If you want to trace how an individual employee's leave balance evolved — including accruals and resets — refer to how to see leave balance changes over a period of time for any employee.
Other Analytics Reports
To view workforce and compensation data, see People Analytics Reports.
To view clock-in/out and attendance summaries, see Attendance Analytics Reports.