Quota Balances Summary

NOTE: This report does not work using the Firefox browser.

Steps

  1. Choose month from calendar drop down if necessary (defaults to most recent complete month)
  2. Select employee(s)
    1. You can select one or more employees:
    2. To select a single employee, click the line item selection box to the left of the desired employee.
    3. To select multiple contiguous employees, click the line item selection box to the left of the first employee, then hold down the Shift key and click the line item selection box to the left of the last employee.
    4. To select multiple non-contiguous employees, click the line item selection box to the left of the first employee, then hold down the Ctrl key and click the line item selection box to the left of each additional employee.
    5. To select all employees click on Table Selection Menu select and choose Select All
  3. Click Submit 
  4. For additional information including accruals, adjustments, time taken, and ending balance, double click on a single row (employee) within the report results

Download Instructions

  • Click here for instructions on how to download results in Internet Explorer and Chrome.

When complete, click Home (house), log out, or search for another application.