How can admin generate Reimbursement Overall Entitlement Summary Report?

The Reimbursement Overall Entitlement Summary report displays financial year data, from April to the selected month, including opening balance, entitlement, claimed amount, and closing balance for each date. It can be generated for any desired period.

To generate the Reimbursement Overall Entitlement Summary report, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Reports > Reports Gallery. The Reports Gallery page opens.
2. In the search box, enter Reimbursement Overall Entitlement Summary. The Reimbursement Overall Entitlement Summary page opens.
3. From the Reimbursement Items dropdown list, select the reimbursement items. (You can choose multiple items)
4. From the Group by dropdown list, select the relevant option.
5. Click Options to customize the report.
6. From the Transition Type dropdown list, select the required option.
7. From the  Report Output Type dropdown list, select the required option.
8. Click Save to update the changes.
9. Click Generate to generate the Reimbursement Overall Entitlement Summary report.

Note: The Recent Reports page displays your recently generated reports. You can regenerate them by clicking on Run Again.

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Related Links:

Video- To watch the video on Reports Gallery, click here.

FAQs- To read more FAQs about the Reports Gallery, click here.

Documentation- To learn more about the Reports Gallery, click here.

Product Update- To read about the product update, click here.