Export Balance Events

You can export the balance transaction data that you filtered and loaded in the Table View tab. The exported file contains the data that’s shown in the tab’s Balance Events section.

To export the employee’s balance transactions:

1. Go to Timesheets and load one or more locations.
2. Click Tracer > Balances. Before you click Tracer > Balances, you can also select an employee in the timesheets grid to view the balance details for that specific employee.
3. Dayforce opens the Entitlement Tracer slide-out panel.
3. In the Tracer Filter section, use the settings to determine the balance you want to view. See Filter the Employee’s Balances.
4. Click Apply Filter. Dayforce opens the Table View tab.
5. Above the Tracer Filter section, click Export.
6. Note: This button is available only when the Table View tab is open.
7. The Export dialog box opens.
6. Select a format (either CSV or Excel 2007+ (XLSX)) and click OK.