Hi,

We have to report on what leave advisors have taken so far in the calendar year to make sure advisors are taking enough leave. At the moment there is only the functionality to view and export leave requests by day, week, month, agent and all pending. So to pull the report I view by each month in the year, export each month and remove any duplicates that arise due to the leave going over 2 months. 

Obviously it would be quicker if we could just pull a full years worth of data or if we could set ourselves the date range (as I know a lot of companies leave period is April to the end of March) or if you wanted to know leave taken over the summer holiday period (which in the UK is from mid July to September) you could just pull that period.

Thanks

James 

Hi James,

Sorry totally missed your post!

I have reached out to some SMEs for you and I hope this helps:

One strategy is to filter 'By Agent', allowing the user to see all Time-Off requests still in the system for that Agent and export that, including all TORs for that agent still in the system.

TORs are subject to automatic data cleanup Work with time-off requests - Genesys Cloud Resource Center (mypurecloud.com)

Best option for most flexible reporting over time where the user is in control of storage as well as presentation, is to use the APIs and periodically extract the data needed & archive if they want to store TORs longer than that article describes.  This could be done with your own developers, or reach out to your Genesys Account Manager who can check with our teams to help you achieve this.

Hope that helps.