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As an admin, how do I view Requests Summary in Asanify

This article outlines how you can view Requests Summary in Asanify

Written by Vaibhav Kashyap

Step 1 - Navigate to the Requests Summary report

  • Log in to Asanify as an Admin.

  • From the left navigation bar, click on Analytics.

  • Click on the Workflow tab.

  • Click on the Requests Summary card ("Detailed information of all types of individual requests").

You will land on the Generate Individual Requests Report page.


Step 2 - Configure your filters

Before loading data, configure the filters to narrow down the requests you want to export. The Requested On date range is compulsory — the report will not load without it.

  • Requested On (Required): Select the date range for which you want to pull requests. By default, this is set to the last calendar month. You can choose from preset options (current month, last month) or set a custom date range.

  • Request Status: Select one or more statuses — Pending, Approved, Rejected, or Cancelled. Leave blank to include all statuses.

  • Request Type: Select one or more request types to filter by. The available types are:

    • Attendance

    • Leave

    • Work From Home

    • Comp Off

    • Emp Core Update

    • Expense

    • Claim (Reimbursement)

    • Timesheet

    • Resignation

    • Fund

    • Loan

    • Job Requisition

Note: Leave Request Type blank to include all types in the report.

Advanced Filters

Click on All Filters to open the advanced filters drawer for additional filtering options:

  • Requested By: Filter by a specific employee name.

  • Employment Type: Filter by Employee or Contractor.

After selecting your advanced filter criteria, click Apply Filters.


Step 3 - Load the report data

Once your filters are configured, click the Load button.

  • The system fetches all requests matching your filters — both requests you are an approver for and requests raised by yourself.

  • The results are displayed in a paginated table showing: Request By, Employee ID, Request Type, Requested On, Request Status, along with buttons to view request Details and the Workflow Journey.

Tip: If you change any filters after loading, the report automatically refreshes without requiring you to click Load again.


Step 4 - Export the report to Excel

Once the report data is loaded, click the Export Excel button.

  • The system generates a multi-sheet Excel workbook (.xlsx) and downloads it to your device.

  • The file is named: Request_Summary_Report_{dateFrom}_{dateTo}.xlsx

Note: The export may take a few seconds depending on the volume of data.


Additional Information

Understanding the exported Excel columns

The Excel workbook contains one sheet per request type found in your filtered data. For example, if your filters return Leave and Attendance requests, the workbook will have a Leave sheet and an Attendance sheet.

Common columns (present on every sheet)

Column

Description

Request By

Full name of the employee who raised the request

Employee Id

Employee ID

Request Type

Type of request (e.g. Leave, Attendance)

Requested On

Date the request was submitted

Request Status

Current status (Pending / Approved / Rejected / Cancelled)

Action By

Name of the approver who acted on the request

Action On

Date the request was approved, rejected, or cancelled

Action Note

Any note added by the approver when actioning the request

Type-specific detail columns

In addition to the common columns above, each sheet contains columns specific to that request type:

Attendance

  • Clock Time, Clock Type, Timezone

Leave

  • Leave Type, From Date, To Date, Leave Count, Dates, Day Type, Half Quarter

Work From Home

  • Work From Home Date, Day Type, Half Quarter, From Datetime, To Datetime, Timezone

Comp Off

  • From Date, To Date

Expense

  • Expense Group Name

Timesheet

  • Project Name, Work Date, Project Hours, Comment

Claim (Reimbursement)

  • Bill Date, Description, Merchant Name, Approved Amount, Declared Amount, Reference Number, Uploaded Proof Path, Component Name

Emp Core Update

  • Personal and bank details fields including Name, Date of Birth, PAN, UAN, Bank Account Number, IFSC, Address fields, and more

Fund

  • VPA, Bank Name, Fund Type, IFSC, and related account fields

Resignation

  • Notes, Reason, Contact Email, Notice Period, and exit-related dates

Loan

  • Loan Name, amounts, term, interest rate, disbursement and repayment dates

Job Requisition

  • Title, salary range, description, number of positions, hire type, and more

Note: For requests that span multiple entries (for example, a leave request covering multiple specific dates, or an attendance regularisation with multiple clock entries), those entries expand into multiple rows within the sheet. Shared fields such as employee name and status are merged across those rows for readability.

Prerequisites

  • You must be an Admin to access the Requests Summary report. This feature is not available to regular employees or managers.

  • Requests must already exist in the system for the selected date range and filters to return results. To understand how employees raise requests, refer to the guide on how to view and filter all requests.

Export format

The report is exported exclusively as an Excel (.xlsx) file. CSV and PDF formats are not available for this report.

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