R29 - How to generate the time bank management report

Pontotel's R29 report is an essential tool for tracking and analyzing employees' time bank balances in a practical and detailed way. It presents complete information on accumulated balances, offset balances, and the final balance for each employee.

How to generate the R29 report

1. In the top menu, go to management reports and records option .

2. Select the option " R29 - Time Bank Management Report ".

3. Configure the filters

• Choose the filter criteria according to your needs. You can select by workplace, employer, or employee.
• Next, specify the desired competency, filling in the month and year.
• If you want information on the balances of employees who left the company during the month, check the "show employees who left the company this month" option.
• If you wish, check the "send report results by email" option to receive the file directly at the email address registered to your user account.
• To include an extra column that accounts for Time Bank balances belonging to periods (windows) that have already closed but have not yet been compensated or settled, enable the option "Show uncompensated balances from expired windows".

How to download the report

After clicking "generate excel," the platform will process the report in the background.

1. Click the bell icon (Notifications) in the bottom left corner of your screen to follow the file being generated.

2. When the status changes to "100%", your report will appear in the completed reports .

3. R29 is downloaded as a compressed (ZIP) file. When you extract the file, you will see three spreadsheets:

• r29-success: The main report with all the data.
• r29-status: A technical file about the generation status.
• r29-error: Lists any possible errors in the generation process.

4. Open the r29-success to begin your analysis.

📖 How to read the report (R29)

The R29 Report is the ideal tool for monitoring the "health" of your team's time bank. To interpret it correctly, focus on the following fields:

1. Identification Data: The first columns identify the employee, their internal code, workplace, and group, ensuring you can quickly locate who is being analyzed.
2. Current Month: Shows the balance (positive or negative) generated exclusively within the reference month of the report. It is the result of what the employee worked on versus what was expected of them during that period.
3. Previous Month Balance: Indicates the amount carried over from the immediately preceding month. It serves to show how the "account" for the time bank began at the start of the current period.
4. Balance of Overdue Windows (New Column!): This is the big news. Here, the system displays the balances that belong to cycles (windows) that have already expired but have not yet been settled. This column provides complete transparency , allowing you to see exactly what is pending from past periods.
5. Total Bank Balance: This is the consolidated "final balance." It adds up the current month, the previous month's balance, and any overdue periods, showing the total number of hours the employee has available on the date the report is generated.
6. Estimated Balance for Next Month: A predictive view that helps managers plan by showing what the base balance will be at the beginning of the next period.
7. Settlement: If payment (sale) of hours has occurred or the bank has been zeroed out by agreement, these amounts will appear in this column to ensure that the final balance is always correct.

The R29 report is a practical solution for those looking to closely monitor their team's time bank. Use this report periodically to ensure efficient and up-to-date control of balances, avoiding surprises and facilitating the management of working hours and compensation.

If you still have questions or need assistance, contact our Support team via the chat integrated into the Pontotel Gestão website or via WhatsApp !

Updated on: February 9, 2026