How can admin generate a Reimbursement YTD Report?

Created by Product Content Team, Modified on Thu, 6 Jun at 6:57 PM by Product Content Team


 A Reimbursement YTD Report is a summary of year-to-date or financial year reimbursements of an employee. It includes accepted and rejected status of reimbursements. 


To generate a Reimbursement YTD Report, the admin must perform the following actions:


  1. From the greytHR Admin portal, navigate to Reports > Reports > Reports Gallery. The Reports Gallery page opens. 

  2. In the search box, enter Reimbursement YTD Report. The Reimbursement YTD Report page opens.

  3. From the Reimbursement Items dropdown list, select the required reimbursement item. 

  4. Click Options to customize the report. 

  5. Click Save to save the customizations. 

  6. Click Generate to generate the Reimbursement YTD Report. 



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Related Links:

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

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