SOURCE:    Vacation Tracker
TITLE:     Location Admin Training 8: Export Leave and Balance Reports for Your Location (Email Only)
URL:       https://vacationtracker.io/knowledge-base/location-admin-training-email-only-export-leave-and-balance-reports-for-your-location/
LANG:      en
PUBLISHED: 2026-10-23
UPDATED:   2026-10-23
READING:   2 min
SUMMARY:   Export leave history and leave balances for your Location as CSV or Excel, or schedule a monthly report by email.
Location Admin Training 8: Export Leave and Balance Reports for Your Location (Email Only)
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Last updated on October 23, 2026

Location Admin Training 8: Export Leave and Balance Reports for Your Location (Email Only)

Export who took what leave and how much is left, for the people in your Location.

Pick a Report

In the left-hand menu, expand Reports and click Reports.

  • Leave Request Report: every leave request per leave type for each person over a period, with status, approver, dates and duration.
  • Leave Balance Report: quotas, usage, Brought Forward and remaining balance per leave type for each person.
  • Monthly Leave Balance Report: leave taken or scheduled per leave type, month by month for the current and next 11 months.
  • Scheduled Reports: a recurring report sent by email on a day and time you choose each month.
Reports page with the Leave Request, Leave Balance and Monthly Leave Balance cards and Scheduled Reports

Export It

  1. Click Generate and export on the report you need.
  2. Set the filters at the top, for example the period, Display in days or hours, and Locations.
  3. Optionally, click Edit columns to show or hide fields.
  4. Click Download and choose CSV or Excel.
Leave Balance Report with filters, Edit columns and Download

Schedule a Monthly Report

Under Scheduled Reports, click Schedule Report to have a report emailed on a day and time you choose each month.

Check It Worked

The downloaded file lists the people and leave types you filtered for.

Common Questions

The Leave Balance Report. Use the Leave Request Report for leave history.

Yes. Change the User Status filter to include inactive and deleted users.

What's Next?

Location Admin Training 0: What You Do as a Location Admin (Email Only) How Do I Export Employee Leave Balances? How Do I Export a Leave Request Report (Leave History)?
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