There are two ways to view historical balance information for an employee:
Option 1: Use Insight – Balance History Report
Go to Insight Admin.
Search for Balance History in the report search bar.
Use the Person Balance History (Time) folder.
Apply filters to refine your results, such as:
Employee name or number
Balance type
Specific period(s)
This report will show employee balance details for closed periods.
Option 2: Use the Balance Details Report in WFM Admin
Go to the WFM Admin Dashboard.
Select Reports.
In Report Type, choose Balance Details.
Enter your report parameters:
Balance Type
Start Period
End Period
Person (employee name or number)
Person Status
Click Run Report.
Access requirements
If you cannot see the Reports option in the WFM Admin Dashboard, follow these steps to enable it:
Go to Security.
Select User Management.
Search for your employee number.
Click Manage Account.
Go to Menu Profiles.
Search for WFM_REPORTS_ADMN and enable it.
📌Note: After enabling access, you must log out and log back in to see the Reports option
Once you’ve completed these steps, you’ll be able to view and report on balance information for previous periods.