AviontéBOLD includes a set of standard reports available in the Analyze module. This article lists all standard reports, including a brief description and the parameters and columns available for each report.
Running Reports
To run any of the reports listed in this article:
- Click the Analyze tab in the main menu.
- Use the search bar or scroll to locate the report you want. Click the report title to open it.
- Select the parameters you want to apply.
- Click Run Report.
Report Permissions
Branch Access
Some clients grant viewing access based on branch. Reports reflect these permissions as well. Access can be restricted by Job or expanded to include Talent and Companies/Contacts. The logic that determines how data is filtered depends on the report being accessed and the type of data it displays. For example, the Starts Report restricts data visibility based on Company permissions.
User Reporting Access
If a report is not visible, an Administrator can grant access. To grant a user access to a report:
- Open the Account & Settings drop-down and select User Accounts.
- Locate the user who needs access. Click Edit Access next to their name.
- Check the category of the report the user requires. Reports are divided into sub-categories: Operational Reports, Recruiting Reports, Sales Reports, and Export Reports. Access to a category grants access to all reports within it.
- Click Save.
Searching Reports
In the Analyze tab, use the search bar to locate a report. Enter a keyword and the report list narrows automatically. The search looks for matches in both the report name and description.
Pinning Reports
Pin frequently used reports so they stay at the top of the reports list. Click the pin icon next to any report to pin it.
Saving Report Filters
After running a report with filters applied, save those filters using the Save Filters icon in the upper right corner of the report.
A pop-up opens where the filter set can be named and saved. Saved filters are accessible via the Saved Filters button, located next to the Save icon.
From the Saved Filters menu, saved filters can be applied, managed, or deleted.
Column Options
Each visible column in a report offers the following options:
- Sort Ascending
- Sort Descending
- Pin Left
- Pin Right
Columns can also be added or removed using the Column Selector drop-down menu.
Recruiting Reports
| Name | Description | Parameters | Columns in Report |
|---|---|---|---|
| Applicant Marketing | Overview of weekly web applicants through your job board. Drill down to view which websites applicants used to find the job board, unique applicant details, and applicant conversions. | Positions, Date From, Date To | Starting Week Date, Total # Of Applicants, Conversions, Unique Applicant Sources |
| Applicant Web Apply Source Tracking | Examines how often applicants use their initial source when applying for jobs. Details total applications, applications through the first source, and the most frequently used source per applicant. | Division, Region, Office, Talent ID, Applicant, Group By, Date From, Date To, Date Range | Applicant, Talent ID, Talent Office, Most Recent Apply Source, Most Recent Apply Date, Applies Using Most Recent Used Source, Most Recent Apply Source Ratio, First Apply Source Used, First Apply Date, Applies Using First Used Source, Applies Using Other Source, Total Applies, First Apply Source Used Ratio, Most Used Apply Source, Applies Using Most Used Source, Most Used Apply Source Ratio, Total Sources Used |
| Candidate Contact Details | Exportable report listing talent contact details such as email, phone number, and address. | Position Category, Position Skills, Active Status | Division, Region, Office, Applicant, Applicant Created Date, Primary E-Mail, Secondary Email, Work Phone, Home Phone, Mobile Phone, Pager, Fax, Country, Address 1, Address 2, City, State, Province, Postal/Zip Code, Referred By, Referrer Of |
| Candidate Hot List (Hotlist Report) | Contact information for applicants added to your hotlist within a given date range. Displays talent added via the Quick Actions Menu only (not via the Activity "Hotlisted"). | Division, Region, Office, User, Date From, Date To | Hot List Date, Applicant, Mobile Phone, Email, Position Title, Notes |
| Candidate Processing | Weekly aggregate of candidates placed through job stages with the ability to drill down into detailed job and candidate information. | Division, Region, Office, User, Company, Date Range | Week Ending, Submitted, Presented via Email, HM Interview, Onsite Interview, 2nd Onsite Interview, Offer Extended, Internal Hire, Went with Other Applicant, Started, Contracts Completed, Contracts Extended, Contracts Ended Early, Contracts Converted to Perm |
| Company Recruitment Stats | View of current head count, open jobs, open positions, starts, ends, future starts, and other job-related activities by company. | Division, Region, Office, Company, Representative, Interviews, Date From, Date To, Date Range | Company Employer, Company Region, Company Office, Company ID, Company, Head Count, Open Jobs, Open Job Positions, Submittals, Interviews, Starts, Ends, Future Starts |
| Declined Candidate | Detailed view of candidates declined from jobs. Identifies the stage at which the candidate was declined, along with any notes included during the decline. | Company, Date From, Date To | Requisition ID, Requisition, Job Title, Company, Applicant, Type of Activity, Activity Date, User, Notes, Activity Category, Applicant City, Applicant Email, Current Position Title |
| Duplicate Talent | Provides duplicate records of talent by Email or SSN. | Show Duplicate By, Include Archive Records, Date Type, Date From, Date To, Date Range | Talent Employer, Talent Region, Talent Office, Talent ID, Talent, Talent SSN, Talent Status, Talent Address 1, Talent Address 2, Talent City, Talent State, Talent Zip Code, Talent Country, Talent Email, Talent Email 2, Home Phone, Mobile Phone, Talent Created Date, Last Updated Date, Talent Entered By, On Placement, Archived, Archived By, Archived Date, Last Contract Date |
| Position Categories | Complete list of position categories and skills attached to jobs, along with basic job details such as hiring manager and Avionté representative information. | Division, Region, Office, Company, Position Category | Requisition, Client Rep, Contractor Rep, Company, Position Title, Category, Skills, Hiring Manager, Contractor, Status, Pay Rate, Bill Rate |
| Recruit Tasks | View scheduled talent tasks by date, along with applicable notes. | Division, Region, Office, User, Task Status, Date Range | Date, User, Applicant Name, Position Title, Mobile Phone, Type of Activity, Status |
| Recruiting Advanced Stats (Recruit Stats) | Highly configurable report of recruiting activities. Select only the KPIs and metrics that matter. Drill down into each activity to view timestamps and applicable notes. | Division, Region, Office, User, Activity Type, Date Range, Date Display Grouping | Columns reflect the activity types and recruiting stages within your database. |
| Redeploy Detail | Detailed region, office, and recruiter view of talent redeploy counts, days for redeploy eligibility, and current job information. | Division, Region, Office, Talent Name, Redeploy Eligible, Redeployment Days Gap, Group By, Date From, Date To, Date Range | Division, Region, Office, User, Talent Name, Talent Created Date, Redeploy Eligible, Days Redeploy Eligible, Days Until Redeploy Eligible, Number of Total Redeployments, Number of Total Deployments, Current Job Req ID, Current Job Title, Job End Date |
| Redeploy Summary | Comprehensive overview of redeployment counts at the region, office, and recruiter levels to support informed talent management decisions. | Division, Region, Office, HCM User, Redeployment Days Gap, Group By, Date From, Date To, Date Range | Division, Region, Office, User, # of Talent Starts, # of Talent Redeploys, Starts to Redeploy Ratio, # of Total Redeploy Eligible, # of Redeploy Eligible for Talent Accounts Created 30 Days Ago or Greater, # of Redeploy Eligible for Talent Accounts Created Less Than 30 Days Ago |
| Talent Activities Report | Detailed account of talent activities and job activities logged on talent records, including key activity information. | Division, Region, Branch, HCM User, Activity Type, Activity Subtype, Job Company, Talent Name, Date Type, Date From, Date To, Date Range | Division, Region, Branch, Activity Type, Activity Logged Date, Activity Date, Activity Detail, Logged By, Talent, Talent ID, Talent Created Date, Talent Representative, Job Company, Job Office, Company Office, Job Contact, Job Title, Job Type, Job Opened Date, Job Owners, Requisition, Talent Email, Talent Phone, Talent Tags Source, Talent Status, Sales Representative, Candidate Representative, Credit To |
| Talent Sources | Provides insights into talent affiliations, statuses, and sources. Enables efficient management and analysis of talent data to support better decision-making. | Division, Region, Office, Talent Status, Date From, Date To, Date Range | Talent Offices, Talent ID, Applicant, Last Name, First Name, Talent Status, Talent Created Date, Talent Source |
Operational Reports
| Name | Description | Parameters | Columns in Report |
|---|---|---|---|
| Active Consultant | View consultants actively working on jobs, with details such as job, company, manager, bill/pay rate, and time approver. | Division, Region, Office, Company, User, Date From, Date To | Office, Requisition ID, Requisition, Job Title, Job Location, Job Type, Contract Type, Division, Department, Shift, Applicant, Talent Representative, Talent Employment Type, Email, Email 2, Phone Number, Other Phone, Emergency Contact Name/Phone 1-2, Manager, Manager Work/Mobile Phone, Manager Email 1-2, Job Cost Center, Company, Original Start Date, Start Date, Worksite Address, End Date, Bill Rate, Pay Rate, Client Rep, Contractor Rep, Job Owner, Talent Source, Web Source, Company ID, Applicant ID, Employment Type, Tax Type, Time Approver 1-3 (Email), Nomination Source, Bill Name, Bill/App Address fields, WC Code, Job State, Rate Type, OT Type, VMS Fee, Markup (%), OT/DT Markup fields, Commission User 1-8 (Type, Percent, Office), Corp fields, Notes, OT/DT Bill/Pay Rates, Hourly Margin, Entered Placement, End Reason, Talent Status, Talent Entered Date, Hired Date, Placement ID, Placement Branch, Applicant Tags, OT Rule, Custom Job Details, File Number/Payroll ID, Bill Email, Company Office, Adjusted Bill Rate, Job Office, Bypass Everify Requirement, Everify Case Status/Number/Date, I9 Validation Date, Work Authorization Expiration, Custom Job ID |
| Additional Transactions (Leave Report) | View consultant and contractor leave/sick days and other transactions per job and timesheet week, along with total timesheet hours for that week. | Company, Date From, Date To | Req ID, Consultant, Company, Job Title, Cons. Start Date, Timesheet Week Start, Timesheet Week End, Monday–Sunday, Week Total, Total Contract Hours, Additional Hours/Units |
| Advapay Payroll | Special output report for users who use Advapay for payroll purposes. | Invoice Date | Employee ID, Last Name, First Name, Rate, Regular Hours, OT Hours, Date |
| Analyze Time Report | View detailed time captured via timesheet batch hours and group time for a specific date range. | Division, Region, Branch, Company, Timesheet Approver, Time Capture Method, Date From, Date To | Division, Region, Branch, Week Ending Date, Talent, Talent ID, Company, Company ID, Company Office, Hiring Manager, Hiring Manager ID, Req ID, Job Title, Capture Type, Submitted Date, Approved Date, Approved By, Rejected Date, Rejected By, Notes, Reg, OT, DT, Total Additional Hours, Total Units, Mon, Tues, Wed, Thurs, Fri, Sat, Sun |
| Audit Log Report | Provides a comprehensive record of all activities and changes made within the application. View audit activity for Jobs, Placements, Companies, and User Accounts from one centralized location. | Division, Region, Office, Entity, Entity Field, Date From, Date To, Date Range | Division, Region, Office, Entity, EntityID, EntityName, EntityType, FieldName, AuditAction, OldValue, NewValue, DateChangedUTC, ChangedBy |
| Back Office Commissions | View detailed commission amounts and percentages per job based on an entered time frame. Also displays total bill, pay, burdens, and costs of service. | Division, Region, Office, HCM User, Date From, Date To | Applicant ID, Commission Type, Custom Bill Name, Job Office, Week Ending, User, User Office, Requisition ID, Requisition, Company, Consultant, Job Title, Req Type, Employment Type, Expenses Bill, Expenses Paid, Total Bill, Total Pay, Burden (%), Cost of Service, Total Gross Profit, Allocation (%), Total Commission, Start Date, 1.0 Total Commission, Company ID |
| Consultant Hours by Date | Aggregate totals of consultant hours by job for a specified date range, along with basic job and pay/bill rate information. | Division, Region, Office, Company, Date From, Date To | Company, Manager, Job Title, Job Type, Job Type Name, Tax Type, Consultant, Hired Date, Start Date, End Date, Bill Rate, Pay Rate, Total Hours, Payroll ID, Job Location, Job State, Job Country |
| Consultant Spend | View financial details on consultants and jobs per timesheet week, including permanent positions and fees for bill, pay, expenses, leave, and cost of service. | Division, Region, Office, Company, Date From, Date To | Office, Requisition ID, Requisition, Company, Job Title, Sales Rep, Consultant Name, Recruiter, Week Ending Date, Straight Hours, Overtime Hours, Doubletime Hours, Additional Hours/Units, Bill Rate, Overtime Bill Rate, Doubletime Bill Rate, Pay Rate, Overtime Pay Rate, Doubletime Pay Rate, Expenses Billed, Expenses Paid, Total Bill, Total Additional Bill, Total Pay, Total Additional Pay, Burden (%), Cost of Service, Gross Profit, Custom Bill Name, C2C or 1099 Name, Job ID, Payroll ID, Applicant ID, EIN, Company ID, Hired ID, Job Type, Fees, Invoice Number, Position Category |
| Contract Falloffs | View upcoming contract end dates for a given time frame to identify when contractors will become available for redeployment. | Division, Region, Office, Company, User, Date From, Date To, Placement Branch, Placement End Reason | Requisition ID, Requisition, Requisition Title, Department, Req EOR, Contact, Company, Applicant, Original Hired Date, Original Start Date, Total Contract End Date, Hired Date, Start Date, End Date, Pay Rate, Bill Rate, Est. Hours, Candidate Rep, Sales Rep, File Number, Type, Applicant ID, Notes, Company ID, Requisition ID, Candidate Source Tag, Nomination Source, End Reason, Hourly Margin, Placement Branch, Applicant Address 1-2, Applicant City, State, Zip, Work Phone, Mobile Phone, Home Phone, Email, Email 2, Custom Job Details |
| Contractor Forecast (Consultant Forecast) | Forecast total revenue, cost of service, and gross profit through a specified date based on current contractor intake. Drill down to view the jobs used to calculate totals. | Division, Region, Office, Date End |
Forecast Chart: Week Start, Total Revenue, Cost of Service, Gross Profit, Details Detail View: Requisition, Company, Consultant Name, Start Date, End Date, Estimated Weekly Hours, Bill Rate, Pay Rate, Total Bill, Total Pay, Burden %, Cost of Service, Gross Profit, Job Title, Job Status, Req EOR, Req Type, Sales Rep, Contractor Rep, Hired Date, Total Est Hours, Placement Fee, Total Est Revenue, Total Est Cost, Total Est GP |
| Contractor Markup (Consultant Markup) | View markup percentages, bill/pay rates, and burden information for both filled and completed jobs, along with basic consultant and job information. | Division, Region, Office, Company, Requisition Status | Company, Requisition ID, Requisition, Requisition Type, Job Title, Department, Hired Date, Applicant, Start Date, End Date, Bill Rate, Pay Rate, Burden (%), Markup (%) |
| Contractor Snapshot | Snapshot of who was working on positions along with their bill/pay rates per job for a given date range. | Division, Region, Office, Company, Date From, Date To | Requisition, Contract Type, First Name, Last Name, Email, Phone, Company, Job Division, Job Department, Job Title, Manager Name, Bill Rate, Pay Rate, Start Date, End Date, Client Rep, Candidate Rep, Hired Date, Office, Division, Region |
| Daily Consultant Spend (Daily Consultant) | View financial details on consultants and jobs per timesheet day for bill, pay, expenses, leave, and cost of service information. | Division, Region, Office, Company, Date From, Date To | Office, Requisition ID, Requisition, Company, Job Title, Sales Rep, Consultant Name, Recruiter, Week Ending Date, Hours Date, Straight Hours, Overtime Hours, Doubletime Hours, Additional Hours/Units, Bill Rate, Overtime Bill Rate, Doubletime Bill Rate, Pay Rate, Overtime Pay Rate, Doubletime Pay Rate, Expenses Billed, Expenses Paid, Total Bill, Total Pay, Burden (%), Custom Bill Name, C2C or 1099 Name, Job ID, Discounts, Payroll ID, Applicant ID, EIN, Company ID, Hired ID |
| Equal Employment Opportunity (EEO) | View detailed responses to EEO questionnaires per job title, primarily for EEO audit purposes. All EEO responses for a given time frame are included. Responses with no linked job will have job-specific fields left blank. | Date Range, Positions | Employer, Region, Office, Job ID, Requisition ID, Position Title, Talent ID, Applicant, Male/Female gender and racial/ethnic category columns, Veteran Status, Disabled Status |
| Hiring History | Started applicants and basic job information for a specified date range. | Division, Region, Office, Company, User, Job Type, Hired From, Hired To | Requisition ID, Requisition, Requisition Title, Department, Req EOR, Placement ID, Manager, Company, Applicant, Hired Date, Start Date, End Date, Bill Rate, Pay Rate, Est. Hours, Candidate Rep, Sales Rep, File Number, Type, Applicant ID, Company ID, Candidate Source Tag, Nomination Source, Placement Fees, Bill Name, Bill Email, Bill Addr1-2, Bill City, State, Phone, App Addr1-2, App City, State, Zip, App Mobile, App Email, WC Code, Job State, Rate Type, OT Type, Employment Type, Rate Employment Type, Job Order Primary Position Category, VMS Fee, Notes, Markup (%), Commission User 1-4 (Type, Percent), Discounts, Job Branch, OT Bill/Pay Calculation Rate, Bonus Pay Accrual, Entered Placement, End Reason, Talent Status, Applicant Phone, Placement Branch, Applicant Tags, Placement Employment Type, Company Address 1-2, City, State, Zip, Original Hired Date, Custom Bill, Fee Percent, Invoiced, Currency, Flat Fee, Hourly Margin, Company Office, Hired After Bkgrnd Check (Days), Manager Email, Manager Department, Custom Job Details, OT Bill Rate, OT Pay Rate, OT Markup, DT Markup |
| Hiring Stats | Breakdown of the days required to complete each job stage for each hired candidate. Also shows candidate source tag and web application source. | Division, Region, Office, Company, Date From, Date To | Position, Applicant, Company, Manager, Submitted, Started, Talent ID, Requisition ID, Job Type, Candidate Source Tag, Web Source, Date Opened, Job Start Date, Filled Date, Job Cost, Client Rep, Contractor Rep, Credit To, VMS Interview Rew, VMS Interview, Phone Interview, Onsite Interview, VMS Approved, Stage 1, Offer Extended, On Hold, Submitted to VMS, VMS Hired, WorkN Offer Accepted, Approved For Work |
| Invalid SIN | Displays talent records with an invalid Social Insurance Number. | Office, Talent Status, Date From, Date To, Date Range | Talent Office, Talent ID, Talent, Talent Created Date, Talent Status |
| Job Board Forecast | Forecast of potential revenue and gross profit for jobs currently on the job board, along with current candidates in process, total openings, and other basic information. | Division, Region, Office, Company, Job Type, Job Tier | Company, Requisition, Job ID, Position, Total Openings, Tier, Position Type, Candidates In Progress, Bill Rate, Pay Rate, Est. Weekly Hours, Est. Weeks, Weekly Rev., Weekly GP, Total Rev., Total GP, Start Date, End Date, Client Rep, Contractor Rep, Permanent Fees, Job Open Date, Job Owner |
| Job Board Insight | Highly configurable report for selecting specific job details and talent activity/stages. Job details include open positions, candidate hire date, pay rate, candidate rep, and position skills. Talent data includes nomination stages, pipeline stages, and candidates in progress. | Division, Region, Office, Job Details, Talent Data, Date Range, Status, Req. Type | Open Positions, Candidate Hired, Hired Start Date, Hired Pay Rate, Candidate Rep, Company, Date Opened, Days Open, Department, Filled Date, Hiring Manager, Job ID, Location, Closed Tier Date, Placement Fee, Position Bill, Position Category, Position Pay, Position Skills, Position Title, Position Type, Req ID, Sales Rep, Start Date, Status, Custom Bill Name, Submitted, First Submitted Date, Pipeline Stages, Nominate Stages, # of Candidates in Process, # of Candidates Pipelined, # of Web Applicants, Early Termination Reason, End Date, End Reason |
| Job Detail | Displays overall job details over a given date range, regardless of order status. | Company, Date From, Date Range, Date To, Date Type, Division, Job Owner, Job Status, Job Type, Office, Region, Sales Rep | Job Employer, Job Region, Job Office, Company Office, Company, Department, Company Representative, Req ID, Requisition, Hiring Manager, Job Owner, Sales Rep, Job Status, Job Type, Position, Job Start Date, Job End Date, Job Created Date, Shift, Days Open, Worksite Address 1-2, City, State, Zip/Postal Code, Required Positions, Open Positions, Filled Positions, Filled Ratio, Position Budget, Web Applicants, Pipelined Candidates, Submittals, Interviews, Offers, Offer Approvals, Candidates Declined, Notes, Posted 24/7 Jobs, Custom Job ID, Reg/OT/DT Pay Rate, Reg/OT/DT Bill Rate |
| Job Post Summary | Shows jobs and details related to posting on internal/external boards, based on job creation date. | Division, Region, Office, Posted, Date From, Date To, Date Range | Job Req ID, Job Type, Job Status, Job Position, Job Branch, Job Office, Company, Created Date, Job Owners, Posted By, Days Open, Start Date, End Date, Date Posted, Posted, Posted Locations, Required Positions, Filled Positions, Sales Rep |
| Job Stats (User Stats) | View stats and KPIs for system users. | Division, Region, Office, HCM User, Job Type, Pipeline Stage, Nominate Stage, Job Status, Date From, Date To, Date Range | Name, Stage - Pipeline, Stage - Nominate, Job Types, Tier. Report dynamically shows fields for all Pipeline and Nominate stages, as well as Job Types and Tier based on data in your system. |
| Key Performance Indicator (KPI) | View performance indicators per stage for specific jobs. Reports how long (in days) it took to reach each job stage since job creation. | Division, Region, Office, Company, User, Date From, Date To | Requisition ID, Requisition, Company, Position Title, Dynamic Columns |
| Latest Candidate Stage | View high-level counts of the most recent stages for both nomination and pipeline buckets, with drill-down into nomination and pipeline details. | Division, Region, Office, Company, Job Type, Job, Job Status, Date From, Date To | Latest Nomination Stage, Nomination Total, Latest Pipeline Stage, Pipeline Total |
| Netsuite - Journal Entry Cost Export | NetSuite Integration - Journal Entry (Cost). | NetSuite Journal Entry, Employment Type | |
| Netsuite - Journal Entry Revenue Export | NetSuite Integration - Journal Entry (Revenue). | NetSuite Journal Entry, Employment Type | |
| Offer Recap Report | Details of offers for a specified date range. | Date From, Date To | Applicant, Requisition, Job ID, Job Title, Job Location, Company, Manager, Latest Stages, Stage Date, Candidate Rep, Req Status, Req Owners, App Sources, App Industry, Start Date, Pay Rate/Salary, Bill Rate, Placement Fee, ACA Charges, Background Check, Drug Test, Equipment, Shift |
| Onboarding Compliance Report | Overview of talent pending and completed onboarding tasks and placement status. | Office, Documents/Tasks, Talent Status, Date Range Type, Date From, Date To, Date Range | Talent Office, Talent ID, Applicant, Rep Branch, Last Name, First Name, Talent Status, Talent Representative, Resume, W3 Completed, W-2 Electronic Consent, Expressed Email Consent, Text Message Consent, TD1 Federal Completed, I9 Completed, I9 Validated Date, Past Job Count, Skill Code Count, Pending/Completed Count, Pending/Completed Tasks/Documents, Sent/Signed Talent Contracts, Last Interviewer, Last Interview Date, Talent Created Date, Talent Last Activity Date, Last Placement Start Date, Talent Source, EVerify Date/Case Number/Result/Case Status, Pipelined, Nominated, Started, Most Recent Company Placement, Most Recent Job Title Placement |
| Online Applicant | Detailed information about online applicants. | Division, Region, Office, Talent Status, Application Status, Talent Name, Date From, Date To, Date Range | Talent Employer, Talent Region, Talent Office, Talent ID, Talent, Talent Status, Talent Address 1-2, City, State, Zip, Home Phone, Cell Phone, Talent Email, Date Entered, Application Status, Education, Work, Categories And Skill Sets, Talent Questionnaire, WOTC, EEO, Acknowledgement, Job Board, Job Title, Applied From Indeed, Applied From LinkedIn |
| Open Position Snapshot (Snapshot) | Quick snapshot of current open positions with all candidates in play and their current stage in both pipeline and nomination stages. | Division, Region, Office, Company, Job Type, Status, Nomination Status, Pipeline Status | Status, Job Type, Requisition ID, Company, Date Opened, Branch, Position, Job Board Location, Job Location, Shift, Hiring Manager, Required Positions, Open Positions, Filled Ratio, Talent ID, Candidates in Pipeline, Candidates in Process, Position Budget, Target Pay Rate, Target Bill Rate, Target Salary, Days Open, Web Applicants, Pipelined Candidates, Submittals, Interviews, Offers, Offer Approvals, Candidate Declined, Company Office, Notes, Start Date, End Date, Job Owner, Sales Rep, Custom Job Detail |
| Purchase Order | List of purchase orders and weekly deductions from those purchase orders by contract and contractor, including calculations of remaining amounts. | Company, Requisition Status, Date From, Date To | Talent ID, Requisition ID, Company, Contract Types, Applicant, Division, Job Branch, Department, Job Title, Manager, Bill Rate, Pay Rate, Start Date, End Date, PO Number, PO Amount, Remaining Amount, Amount User, Active, Default |
| Sage Customers Export (Sage 2.0) | Export customer entries in Sage import file format. | Sage Customer Exports | Company ID, Company, Composite ID, Address 1, Address 2, City, State, Zip, Country |
| Sage Employee Export (Sage 2.0) | Export employee information in Sage import format. | Sage Employee Exports, Employment Type | |
| Sage Jobs Export (Sage 2.0) | Export jobs in Sage import file format. | Sage Contact Exports | |
| Sage Perm Export (Sage 2.0) | Export permanent placements in Sage import format. | Sage Perm Exports | Company ID, Applicant ID, Pay Component, Requisition ID, Pay Rate, Hours, Line Date, Employment Type, Bill Rate, State/Region |
| Sage Timesheet Export (Sage 2.0) | Export timesheets in Sage import format. | Timesheet Exports | Company ID, Applicant ID, Composite ID, Pay Component, Requisition ID, Pay Rate, Hours, Line Date, Hours Date, Employment Type, Bill Rate, State/Region, Approved By, Time In, Time Out, Total Break |
| Starts Report | List of candidates who have started or will start on a job. View job details such as position, company, start/end date, bill/pay rates, and candidate/nomination source. | User, Job Type, Job Activity, Placement Branch, Date From, Date To | Company, Manager, Consultant, Original Hired Date, Hired Date, Start Date, End Date, Custom Bill, Sales Rep, Requisition, Requisition Titles, Requisition EOR, Pay Rate, Bill Rate, Placement Fee, Fee Percent, Type, Invoiced, Currency, Flat Fee, Markup (%), OT Markup, DT Markup, Applicant ID, Company ID, Requisition ID, Consultant Email, Manager Email, Candidate Source Tag, Nomination Source, Recruiter Rep, Hourly Margin, Discounts, Job Owners, Job Branch, Bonus Pay Accrual, Placement Branch, Placement - Entered By, End Reason, Talent Status, Consultant Address 1, Consultant Address 2, Consultant City, Consultant State, Consultant Zip, Consultant Phone, WC Code, Manager Department, Applicant Tags, Manager Office, Company Office, Hired After Bkgrnd Check (Days), Department, Placement ID, Est. Hours, File Number, Bill Name, Bill Email, Bill Addr1, Bill Addr2, Bill City, Bill State, Bill Zip, Bill Phone, App Mobile, Job State, Rate Type, OT Type, Employment Type, Req Employment Type, Job Order Primary Position Category, VMS Fee, Notes, Commission User 1-4 (Type, Percent), OT Bill Calculation Rate, OT Pay Calculation Rate, Placement Employment Type, Company Address 1-2, Company City, Company State, Company Zip, Custom Job Details, OT Bill Rate, OT Pay Rate |
| Talent Questionnaires (Web Test Results) | Summary view of talent questionnaires for a given time period. | Web Test (name), Status (includes Pending), Date From, Date To, Date Range | Talent ID, Applicant, Talent Email, Talent Office, Questionnaire Name, Questionnaire Type, Questionnaire Score, Sent Date, Response Date, Response Time, Question, Answer, Question Score, Answer Correct, Placed |
| Timesheet Commission Info | View detailed timesheet commission amounts and percentages per job based on an entered time frame. Also displays total bill, pay, burdens, and costs of service. | Division, Region, Office, Company, HCM User, Commission Type, Date From, Date To, Date Range | Applicant ID, Commission Type, Custom Bill Name, Job Office, Week Ending, User, User Office, Requisition ID, Requisition, Company, Consultant, Job Title, Req Type, Employment Type, Expenses Bill, Expenses Paid, Total Bill, Total Pay, Burden %, Cost of Service, Total Gross Profit, Allocation %, Total Commission, Start Date, 1.0 Total Commission, Company ID |
| Timesheet Status | View the status of timesheets (Open, Submitted, Approved, etc.) along with comprehensive timesheet details. Often used to audit weekly submissions and approvals. | Division, Region, Office, Company, Timesheet Status, Timesheet Week End | Requisition ID, Placement ID, Timesheet ID, Week Start, Week End, Batch, Applicant ID, Contractor, Req ID, Job Title, Manager ID, Manager, Company ID, Company, Hired Date, Straight Time, Over Time, Double Time, Over Time Rule, OT/DT Pay Rate, Straight Pay/Bill Rate, Employment Type, Tax Type, Paid, Paid Date, Total Pay, Timesheet Status, Expenses Total, Start Date, End Date, Manager Email, Division, Region, Office, Applicant Email, Approver Name(s)/Email(s), Total Bill, Leave Hours, Total Leave Billed/Paid, OT/DT Bill Rate, WC Code, Unadjusted Bill Rate, VMS %, Bill Cycle, Sales Rep, Placement Office, Worksite Address 1-2, City, State, Zip |
| Turnover | Provides turnover details and ratios for placements, including overall ratios. Includes both positive and negative results based on end reason setup. | Division, Region, Office, Company, Job Type, Date Type, Date From, Date To | Job Branch, Requisition ID, Requisition, Company, Company Branch, Manager, Job Title, Job Type, Job Status, Target Pay Rate, Target Bill Rate, Open Positions, Placed, Total Positions, Placements Ended, Positive End Reasons, Negative End Reasons, Turnover, Positive Turnover %, Negative Turnover %, Average Assignment Length, Job Owner(s), Job Sales Rep |
| User Activity | View user statistics and KPIs for system users. | Division, Region, Office, HCM User, Recruiter Activity, Sales Activity, Date From, Date To, Date Range | Columns reflect the activity types configured in your database for both Recruiter and Sales activities. |
| User Logins | Details of Contact, HCM User, and Talent with their latest login date and IP address. | Division, Region, Office, User Types, Name, Date From, Date To, Date Range | Company Employer, Company Region, Company Office, Company, Company Department, Industry Code, Contact ID, First Name, Last Name, Contact, Title, Contact Department, Contact Status, Address 1-2, Country, City, State, Province, Zip, Work Phone, Mobile Phone, Fax, Other, Email 1-2, Contact Representative, Last Login Date, Last Login IP |
Sales Reports
| Name | Description | Parameters | Columns in Report |
|---|---|---|---|
| Client Contact Report | Configurable report displaying contact information including email, phone number(s), and address. | Company Name, Company Status, Company Rep, Industry, Address Information, Category | Contact Name, Contact Status, Contact Representatives, Company ID, Company, Department, Industry, Title, Primary E-mail, Secondary E-mail, Work Phone, Mobile Phone, Contact Address 1-2, City, State, Zip, Created Date, Office Address fields, Company Representatives, Company Branch, Company Status, Client Number, Workers Comp Codes, VMS Fee %, Contract/Permanent Markup %, Time Capture Method, Rate Type, Default Overtime Rule, Contact Tags |
| Client Tasks (Sales Tasks) | View scheduled contact tasks by date, along with applicable notes. | Division, Region, Office, Company, User, Task Status, Date From, Date To | Task Date, User, Company, Contact Name, Contact Title, Contact Phone, Type of Activity, Status, Notes |
| Contact Tags | Company contact details including all tags associated with contacts. | Company, Status, Contact Representative, City, State | Contact Name, Contact ID, Contact Title, Contact Representative, Contact Email, Contact Phone, Contact City, State, Province, Zip, Company Name, Company ID, Company Branch, Company Status, Company Address 1-2, City, State, Province, Zip, Contact Address 1-2, Contact Source |
| Manager Processing | Identifies which managers have responded to manager feedback or interview feedback forms. | Company, Manager, Submittal Date Range | Company, Manager, Position, Candidate, Submitted, Time to Feedback, Time to Pending Interview |
| Opportunities | Comprehensive list of opportunities with basic information such as amount, commitment, and percentage. View opportunity status and potential next steps. | Division, Region, Office, Company, User, Opportunity Type, Opportunity Stage, Opportunity Date Type, Date From, Date To, Date Range | Opportunity ID, Opportunity, Company Name, Contact, Email 1-2, Owner, Stage, Notes, Next Step, Type, Partner, Amount, Commitment, Percentage (%), Create Date, Close Date, Next Step Date, Last Reason, Converted, Requisition ID, Requisition, Requisition Date, Contact Phone, Contact Address 1-2, City, State, Zip, Last Activity Date, Company Status |
| Sales Activities | Detailed account of contact activities with basic activity information such as activity type and corresponding notes. | Division, Region, Office, Company, Activity Type, User, Date From, Date To | Activity Date, Activity Date UTC, User, Office Name, Office Address, Office Phone, Company Name, Company Contact, Contact Title, Contact Work Phone, Type of Activity, Activity Notes, User Branch, Company Office |
| Sales Stats | View weekly counts of complete sales stats and activity. Drill down into each activity type to view a timestamp of the contact activity and any notes logged. | Division, Region, Office, HCM User, Date From, Date To, Date Range | Columns reflect the activity types and sales stages within your database. Includes secondary reports. |
Export Reports
| Name | Description | Parameters | Columns in Report |
|---|---|---|---|
| HROI Timesheet Export | Export records in HROI format. | Timesheet Exports, Employment Type | |
| NetSuite Invoice Export | Export records in NetSuite format. | Date From, Date To | PlacementID, SOW, Invoice Number, Parent ID, PO, Client ID, Invoice Date, Due Date, ReceivableAccountRef, Discount Item, Discount, Quantity, Item Code, Description, Resource, Pay Rate, Gross, Status, Channel, Location |
| Paycom Hired Records Export | Report of hired records that can be exported in Paycom format. | Applicant, Start Date, Req ID, Job Title, Company | |
| Quickbooks Perm Export | Permanent placement export for import into QuickBooks. | Quickbooks and Date Range | |
| Using/Viewing Adobe Sign Audit Report | Collect selected e-signature documents completed during a specific date range. | Start Date, End Date, Completed Document | Document Name, Document Status, Start Date, End Date, Submitted By, Date Submitted, Expiration Date, Link For Export Document |
| Xero Invoice Export | Export records in Xero format. | Invoice Date, Office, Division | ContactName, EmailAddress, POAddressLine1-4, POCity, PORegion, POPostalCode, POCountry, InvoiceNumber, Reference, InvoiceDate, DueDate, InventoryItemCode, Description, Quantity, UnitAmount, Discount, AccountCode, TaxType |
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