[ADD] Time Off: Add reporting

closes odoo/documentation#14413

X-original-commit: 60b4cdcf86
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/time_off.rst

@@ -12,7 +12,7 @@ requests and time off balances. Managers can :doc:`allocate time off <time_off/a
 individuals, teams, or the whole company, and :ref:`approve time off requests
 <time_off/manage-time-off>`.
 
-Detailed :ref:`reports <time_off/reporting>` can be run to see how much time off (and what kinds of
+Detailed :doc:`reports <time_off/reporting>` can be run to see how much time off (and what kinds of
 time off) are being used, :ref:`accrual plans <time_off/accrual-plans>` can be created, and
 :ref:`public holidays <time_off/public-holidays>` can be set.
 
@@ -567,97 +567,12 @@ the time off request in a modal, click the :guilabel:`View` button.
 .. image:: time_off/overview.png
    :alt: Overview of the user's team, with time off requests shown.
 
-.. _time_off/reporting:
-
-Reporting
-=========
-
-The reporting feature allows users to view time off for their team, either by employee or type of
-time off. This allows users to see which employees are taking time off, how much time off they are
-taking, and what time off types are being used.
-
-Any report can be added to a spreadsheet, when in either the :icon:`fa-area-chart`
-:guilabel:`(Graph)` or :icon:`oi-view-pivot` :guilabel:`(Pivot)` view, through the *Insert in
-Spreadsheet* button that appears in the top-left of a report.
-
-.. note::
-   If the **Documents** app is installed, an option to add the report to a spreadsheet appears. If
-   not, the report can be added to a *Dashboard*.
-
-By employee
------------
-
-To view a list of employee time off requests, navigate to :menuselection:`Time Off app --> Reporting
---> by Employee`.
-
-The default report presents the current year's data in a list view, displaying all the employees in
-alphabetical order. Each employee's line is collapsed by default. To expand a line, click anywhere
-on the line.
-
-The view expands, and has the time off requests organized by time off type. Click anywhere on a time
-off type line to expand it, and view all the individual time off requests that fall under that type.
-
-The information shown in the list includes: the :guilabel:`Employee` name, :guilabel:`Number of
-Days` off requested, the :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and
-:guilabel:`Description`.
-
-.. image:: time_off/employee-report.png
-   :alt: Report of time off, shown by each employee in a list view.
-
-The report can be displayed in other ways, as well. Click the corresponding button option in the
-top-right corner of the page to view the data in that specific way. The various options are a
-:icon:`oi-view-list` :guilabel:`(List)`, or default view, :icon:`fa-area-chart` :guilabel:`(Graph)`,
-:icon:`oi-view-pivot` :guilabel:`(Pivot)` table, or :icon:`fa-calendar` :guilabel:`(Calendar)` view.
-
-When a selection has been made, additional options appear for that particular selection. For more
-detailed information on the reports and their various options, refer to the :doc:`reporting
-<../essentials/reporting>` documentation.
-
-By type
--------
-
-To view a graph of all time off, organized by time off type, navigate to :menuselection:`Time Off
-app --> Reporting --> by Type`. This shows all time off requests in a default bar chart.
-
-Hover over a bar to view the :guilabel:`Duration (Days)` of that specific time off type.
-
-.. image:: time_off/bar-chart.png
-   :alt: The various time off types, and how many days requested, in a bar chart. Details are
-         highlighted in a red box.
-
-Click on a bar to go to a detailed list view of all the time off requests for that time off type.
-
-Each request is listed, with the following information displayed: the :guilabel:`Employee`,
-:guilabel:`Number of Days`, :guilabel:`Request Type`, :guilabel:`Start Date`, :guilabel:`End Date`,
-:guilabel:`Status`, and the :guilabel:`Description`.
-
-The report can be displayed in other ways, as well. Click the corresponding button option in the
-top-right corner of the page to view the data in that way. The various options are a
-:icon:`fa-area-chart` :guilabel:`(Graph)` (the default view), :icon:`oi-view-list`
-:guilabel:`(List)`, or :icon:`oi-view-pivot` :guilabel:`(Pivot)` table.
-
-When a selection has been made, additional options appear for that particular selection. For more
-detailed information on the reports, and their various options, refer to the :doc:`reporting
-<../essentials/reporting>` documentation.
-
-Balance
--------
-
-To view a pivot table of all time off balances, organized by time off type, then further organized
-by how many days and hours are :guilabel:`Left` and :guilabel:`Planned`, navigate to
-:menuselection:`Time Off app --> Reporting --> Balance`.
-
-This shows all time off balances in a default pivot table. The employees populate the rows, while
-the various time off types and balances populate the columns.
-
-.. image:: time_off/balance.png
-   :alt: The various time off balances, in a pivot table.
-
 .. seealso::
    - :doc:`time_off/allocations`
    - :doc:`time_off/request_time_off`
    - :doc:`time_off/my_time`
    - :doc:`time_off/management`
+   - :doc:`time_off/reporting`
 
 .. toctree::
    :titlesonly:
@@ -666,3 +581,4 @@ the various time off types and balances populate the columns.
    time_off/request_time_off
    time_off/my_time
    time_off/management
+   time_off/reporting

content/applications/hr/time_off/reporting.rst

@@ -0,0 +1,101 @@
+=========
+Reporting
+=========
+
+The **Time Off** app's reporting feature lets managers view team time off by employee, type, or
+remaining balances. This allows managers to see :ref:`who is taking time off, how much they have
+used <time_off/by-employee>`, :ref:`which types are more commonly used <time_off/by_type>`, and
+:ref:`how much each employee still has available <time_off/balance>`.
+
+Any report can be added to a spreadsheet, when in either the :icon:`fa-area-chart`
+:guilabel:`(Graph)` or :icon:`oi-view-pivot` :guilabel:`(Pivot)` view, through the *Insert in
+Spreadsheet* button that appears in the top-left of a report.
+
+.. note::
+   If the **Documents** app is installed, an option to add the report to a spreadsheet appears. If
+   not, the report can be added to a *Dashboard*.
+
+.. _time_off/by-employee:
+
+By employee
+===========
+
+Viewing time off by employee helps managers track usage patterns, monitor remaining balances, ensure
+policy compliance, and plan coverage for upcoming absences. To view a list of employee time off
+requests, navigate to :menuselection:`Time Off app --> Reporting --> by Employee`.
+
+The default report presents the current year's data in a list view, displaying all the employees in
+alphabetical order. Each employee's line is collapsed by default. To expand a line, click anywhere
+on the line.
+
+The view expands, and has the time off requests organized by time off type. Click anywhere on a time
+off type line to expand it, and view all the individual time off requests that fall under that type.
+
+The information shown in the list includes: the :guilabel:`Employee` name, :guilabel:`Number of
+Days` off requested, the :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and
+:guilabel:`Description`.
+
+.. image:: reporting/employee-report.png
+   :alt: Report of time off, shown by each employee in a list view.
+
+The report can be displayed in other ways, as well. Click the corresponding button option in the
+top-right corner of the page to view the data in that specific way. The various options are a
+:icon:`oi-view-list` :guilabel:`(List)`, or default view, :icon:`fa-area-chart` :guilabel:`(Graph)`,
+:icon:`oi-view-pivot` :guilabel:`(Pivot)` table, or :icon:`fa-calendar` :guilabel:`(Calendar)` view.
+
+When a selection has been made, additional options appear for that particular selection. For more
+detailed information on the reports and their various options, refer to the :doc:`reporting
+<../../essentials/reporting>` documentation.
+
+.. _time_off/by_type:
+
+By type
+=======
+
+Viewing company-wide time off by type can help managers determine if employees are using their time
+off, which types are used more than others, and can spot any trends. High totals in certain time off
+types, like sick time off, can indicate health or morale concerns.
+
+To view a graph of all time off, organized by time off type, navigate to :menuselection:`Time Off
+app --> Reporting --> by Type`. This shows all time off requests in a default bar chart.
+
+Hover over a bar to view the :guilabel:`Duration (Days)` of that specific time off type.
+
+.. image:: reporting/bar-chart.png
+   :alt: The various time off types, and how many days requested, in a bar chart. Details are
+         highlighted in a red box.
+
+Click on a bar to go to a detailed list view of all the time off requests for that time off type.
+
+Each request is listed, with the following information displayed: the :guilabel:`Employee`,
+:guilabel:`Number of Days`, :guilabel:`Request Type`, :guilabel:`Start Date`, :guilabel:`End Date`,
+:guilabel:`Status`, and the :guilabel:`Description`.
+
+The report can be displayed in other ways, as well. Click the corresponding button option in the
+top-right corner of the page to view the data in that way. The various options are a
+:icon:`fa-area-chart` :guilabel:`(Graph)` (the default view), :icon:`oi-view-list`
+:guilabel:`(List)`, or :icon:`oi-view-pivot` :guilabel:`(Pivot)` table.
+
+When a selection has been made, additional options appear for that particular selection. For more
+detailed information on the reports, and their various options, refer to the :doc:`reporting
+<../../essentials/reporting>` documentation.
+
+.. _time_off/balance:
+
+Balance
+=======
+
+When some time off types have restrictions, such as rollover rules and balance limits, viewing time
+off balances can help managers see a high-level overview of time off. If certain employees have a
+lot of time that will expire soon, they can inform their employees and adjust scheduled accordingly
+to be prepared for their absences.
+
+To view a pivot table of all time off balances, organized by time off type, then further organized
+by how many days and hours are :guilabel:`Left` and :guilabel:`Planned`, navigate to
+:menuselection:`Time Off app --> Reporting --> Balance`.
+
+This shows all time off balances in a default pivot table. The employees populate the rows, while
+the various time off types and balances populate the columns.
+
+.. image:: reporting/balance.png
+   :alt: The various time off balances, in a pivot table.