Skip to main content
Answered

Overtime Report with Balance


SabbuSchreiber
Community Superstar
Forum|alt.badge.img+15

Hi all, 

I’m having some struggles with the overtime reports. Is there a way to have a monthly report showing the overtime/deficit hours for the month AND the overtime balance at the end of the month?

I can only do either or but not both together - or I’m just not seeing it. :-)

Thanks in advance!

Beste Antwort von Advaita

Hi ​@SabbuSchreiber ,

First of all, so sorry for only seeing this message now. It somehow slipped through the cracks. Still thought a late answer is better than no answer 😉

You are sadly seeing this correctly. In Personio reporting, timeframe reports show hours accrued or lost within the selected period (monthly overtime/deficit), while cumulative overtime balances are calculated as a point-in-time snapshot. Combining these two metrics into a single custom report table is currently not supported.

Best 🌻

Johanna 

5 Antworten

Mohamed A
Community Moderator Alumni
Forum|alt.badge.img+12
  • Community Moderator Alumni
  • May 16, 2025

Tagging ​@LegoMD for some help here! 


Mohamed A
Community Moderator Alumni
Forum|alt.badge.img+12
  • Community Moderator Alumni
  • May 27, 2025

Maybe ​@rstambolieva, ​@HRJoy , or ​@Edda van der Ende could provide some help! 


Forum|alt.badge.img+14

Would gladly help, but unfortunately don’t have experience of the above. I hope you find a solution!


Forum|alt.badge.img+13
  • Busy Bee
  • May 28, 2025

Unfortunately, we don't use the time tracking function so I can’t help on this one 😔


Advaita
Community Moderator
Forum|alt.badge.img+11
  • Community Moderator
  • Antwort
  • September 4, 2026

Hi ​@SabbuSchreiber ,

First of all, so sorry for only seeing this message now. It somehow slipped through the cracks. Still thought a late answer is better than no answer 😉

You are sadly seeing this correctly. In Personio reporting, timeframe reports show hours accrued or lost within the selected period (monthly overtime/deficit), while cumulative overtime balances are calculated as a point-in-time snapshot. Combining these two metrics into a single custom report table is currently not supported.

Best 🌻

Johanna