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Reports: Generate a public holiday report for tracking entitlements (Admin)

Learn how to build a public holiday report to track holiday groups, effective dates, and entitlements in your organisation.

Updated over 3 weeks ago

Who it's for: Administrators

Platform: Web app

Available on: All plans

Before you begin, make sure you’ve:

☑️ Logged into the Sense Workplace web app

☑️ Been assigned administrator permissions


Overview

A Public Holiday report gives administrators visibility into how holiday groups are assigned, when changes take effect, and whether entitlements include public holidays. These insights make it easier to audit setup, ensure accuracy across employee profiles, and support fair holiday management.

This guide shows administrators how to use the Profile Information report builder to create a report focused on public holidays.


Navigation path

Dashboard > Reports > Profile information


Steps to create a public holiday group report

Navigate to Profile Information reports

  1. Open Reports from the left-hand navigation menu.

  2. Select Profile information.

  3. Click Create.


Choose fields for a public holiday report

  1. Scroll down to Planner configuration

  2. Select the following fields:
    • Public holiday group
    • Public holiday group effective date
    • Entitlement include public holidays?
    • Holiday year, and
    • Holiday year effective date


View and refine results

  1. Click Next to load your results.

  2. (Optional) Refine your report by adding fields, removing fields, or applying filters.


Save your report

  1. When you’re report is ready, click Next.

  2. Enter a Report name, (optional) Report description, and an AMI prompt for analysis.

  3. You can either:
    • Click Save as draft to save without finalising,
    • Click Save to finalise the report

🖊️ Note: Analyse with AMI is available on Elite and Enterprise plans only.


Use your report

After saving, you can:

  • Export the report as a CSV

  • Create charts to visualise the data

  • Analyse with AMI for insights (Elite and Enterprise only)


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