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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How can i pull PTO bal...
Finance | Project Operations, Human Resources, ...
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How can i pull PTO balance for My team Dynamics 365 f&O

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Posted on by DNJ 516

How can i pull up the PTO balance for my team in Dynamic 365 f&o

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  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at

    Hi DNJ,

    1. In the Leave and absence workspace, select the Analytics tab.
    2. Choose one of the following views from the tabs along the bottom:
    • Leave and Absence Overview - View enrollment percentages and utilization rates for your leave plans, monthly accruals and balances, and time-off balances by manager.
    • Current Balance Analysis - View detailed information about leave balances and accruals.
    • Balance Trend Analysis - View trends in leave balances by month and by year, and view trends over the past 12 months.

    Best Regards,

    Charlotte

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