Enhanced Comprehensive Placement Report

Enhanced Standard Reporting Availability 

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

The Comprehensive Placement Report provides complete details about every placement in your system, from candidate information and job details to billing rates and financial performance. Use this report to track placement lifecycles, analyze profitability, manage commission structures, and gain a complete view of your active and historical contractor assignments.

Enhanced Reports

Note: This report is part of the INSIGHTS product. Contact your Account Manager to learn more about accessing INSIGHTS and Analyze Reports.

On This Page

→ Accessing the Report

→ Understanding This Report

→ Using Filters

→ Reading the Data

→ Practical Applications

→ Exporting Your Data

Accessing the Report

1. Click the Analyze tab in the main navigation
   The Reports section will automatically open in the left sidebar
2. In the search field, type Placement or scroll to locate Comprehensive Placement
3. Click Comprehensive Placement to open the report
4. The report loads immediately with data based on your previous filtering options

Note: Reports load with Today & Yesterday as the initial default. Once you adjust filters, the report remembers your selections for future sessions. If you see unexpected results, check your active filters in the right panel. The data you see depends on your security permissions—users with restricted access may see fewer placements than colleagues with broader visibility.

Understanding This Report

What This Report Shows You

The Comprehensive Placement Report displays every placement record in your system with complete details spanning talent information, company and job details, financial data, commission structures, and placement lifecycle dates. Each row represents one placement, giving you a complete picture from the initial hire through billing performance and eventual placement end.

Unlike focused reports that show specific aspects of placements, this report aggregates all placement-related data into a single view. This makes it ideal for comprehensive audits, data exports for external systems, and situations where you need to see every available placement field at once.

Why Use This Report

This report helps you answer critical questions about your placement portfolio:

• What placements are currently active across all offices and clients?
• Which placements are generating the highest gross profit margins?
• How are bill rates and pay rates structured across different job types?
• What commission splits are assigned to active placements?
• Which placements are approaching their end dates and need extension review?
• How long do placements typically run before ending?
• What are the complete contact details for talent on active assignments?

Who Benefits From This Report

Different roles use this report to address specific operational needs:

Operations Managers: Track placement lifecycles across the organization, monitor active placement counts by office or region, identify placements nearing end dates for extension planning, and ensure complete placement documentation.

Recruiters: Review all placements associated with specific talent or jobs, verify placement details and contact information, track placement start and end dates for candidate relationship management, and identify successful placement patterns.

Sales Managers: Analyze placement distribution across client accounts, review bill rates and pricing structures, identify top-performing client relationships, and track commission assignments for sales team performance.

Finance Teams: Calculate total billing and payroll across placements, analyze gross profit margins by placement, office, or client, track VMS fee structures, verify markup percentages, and export placement data for financial analysis.

HR and Compliance: Audit placement documentation completeness, verify worker compensation codes are properly assigned, review employment types and tax classifications, ensure timesheet approver assignments, and maintain compliance records.

Executive Leadership: Evaluate overall placement portfolio health, assess profitability across business units, identify growth opportunities by analyzing successful placement patterns, and make strategic decisions about service offerings and market focus.

Using Filters

Filters appear on the right side of your screen and help you focus on specific placement segments. All filters default to "Include all" when you first open the report. Given the comprehensive nature of this report, strategic filtering is essential to manage data volume and focus on relevant placements.

Available Filters

Filter Name	What It Does	When to Use It
Division	Filters placements by employer/division associated with the placement	Analyze placement activity for a specific business unit or employer entity (not all accounts have divisions enabled)
Region	Filters placements by geographic region	Compare placement volumes and performance across territories or analyze regional business patterns
Office	Filters placements by the placement's branch location	Evaluate individual office placement performance or investigate branch-specific placement management
Talent Office	Filters placements by the talent's assigned office (may differ from placement office)	Track placements where talent is managed by a different office than the placement itself, useful for cross-office collaboration analysis
Company	Filters placements by client company	Focus on placements with specific customers or analyze placement patterns with key accounts
Worksite States	Filters placements by the job's worksite location state	Analyze placements by geographic worksite location, useful for state-specific compliance or market analysis
Extra Value	Filters by custom extra values assigned to placements	Segment placements by custom categories, project codes, or business-specific identifiers configured in your system
Date Type	Choose from Placement Entered Date, Placement Start Date, Placement End Date, or Active Placement	Select which date field to use for your date range filter. "Active Placement" shows currently active placements regardless of date range.
Date From / Date To	Filters placements by the selected Date Type within a specific range	Define the exact period you want to analyze based on the Date Type you selected
Date Range	Quick-select date ranges (Yesterday, Today, Tomorrow, Last Week, This Week, etc.)	Rapidly filter to common date periods without manually entering dates

Note: When using Date Range, the Date From and Date To fields automatically disable. Select either Date Range or manually enter Date From and Date To—not both. The "Active Placement" Date Type is special—it returns all currently active placements and ignores date range selections.

Applying Your Filter Selections

1. Click on the edit icon next to any filter name to expand it
2. Make your selections by checking boxes, choosing from dropdowns, or entering text
3. Click Apply to update the report with your filtered view
4. Click Cancel to discard changes and return to the previous filter state

Reading the Data

The Comprehensive Placement Report displays each placement as a complete record spanning multiple categories of information. The extensive field list provides everything from basic identifiers to detailed financial calculations, making this the most complete placement view available in Avionté.

Key Field Categories

The report organizes information into logical categories to help you find what you need:

Organizational Information: Placement Employer, Placement Region, Placement Office, Talent Office

Talent Details: Talent ID, BO Talent ID, Talent Name (First/Last), Talent Status, Talent Representative, complete address (Street, City, State, Zip, GEO Code), contact information (Email, Email 2, Phone)

Company Information: Company ID, BO Company ID, Company Name, Department, Company Representative

Job Details: Job (Requisition ID), Job ID, BO Job ID, Hiring Manager (with email), Job Sales Rep, Job Title, Job Type, Job Status, Shift, Job Start/End Dates

Worksite Information: Complete worksite address (Street 1/2, City, State, Zip, GEO Code), Job State, Workers Comp Code and Rate

Placement Identification: Placement ID, BO Placement ID, Placement Recruiter Rep, Placement Entered By, Hired Date (when placement was entered)

Placement Timeline: Start Date, End Date, End Reason, End Reason Type, Original Start Date (first extension start), Job Start Date, Job End Date, #Days on Placement

Rate Information: Reg Bill/Pay Rate, OT Bill/Pay Rate, DT Bill/Pay Rate, Salary Bill/Pay Rate, Rate Type, OT Type, VMS Fee, Markup percentage

Hours Information: Reg Hours, OT Hours, DT Hours, Salary Hours, Bill Total Hours, Pay Total Hours

Financial Summary: Total Bill, Total Pay, Bill Amount, Gross Wages, Gross Profit, Placement Fee, Talent Last Paid Date, Placement Last Paid Date

Employment Classification: Employment Type, Tax Type (1099, C2C, W-2, etc.), Talent Source, Nominated Source, Pipelined Source

Corporate/Tax Information: Corp Name, Corp Address (Address 1/2, City, State, Zip), Corp Phone (from company tax section)

Additional Details: Placement Notes

Dynamic Columns: Commission Users (with commission types and percentages), Timesheet Approver Users, Extra Values are displayed dynamically based on the placements in your filtered results

Understanding Key Fields

Field Category	How to Use It
Office vs. Talent Office	Placement Office shows where the placement is managed, while Talent Office shows the office that owns the talent relationship. These may differ when talent from one office is placed on jobs managed by another office. Use Talent Office filter to track cross-office collaboration.
ID Fields (Multiple Systems)	Standard ID fields (Talent ID, Company ID, Job ID, Placement ID) are from Front Office/BOLD. "BO" prefix fields (BO Talent ID, BO Company ID, BO Job ID, BO Placement ID) are from Back Office/Classic. Use the appropriate ID type when integrating with other systems or referencing records in different interfaces.
Date Fields (Timeline Understanding)	Hired Date is when the placement was entered in the system. Start Date is when the contractor actually began work. Original Start Date shows the very first start date if the placement has been extended. End Date shows when the placement ends (or ended). Use #Days on Placement to calculate placement duration.
Rate and Markup Calculations	Bill rates are what you charge the client; pay rates are what you pay the talent. Markup percentage is calculated from these rates. VMS Fee shows the percentage deducted for vendor management system fees. Review these together to understand true profitability after all fees.
Hours vs. Rates vs. Totals	Hour fields (Reg Hours, OT Hours, etc.) show quantities paid. Rate fields show the per-unit amount. Total Bill and Total Pay show cumulative amounts across the placement lifetime. Use these together to reconcile billing accuracy.
Source Fields	Talent Source shows where the candidate originally came from. Nominated Source indicates if they were referred/nominated for this specific placement. Pipelined Source shows if they were identified through talent pipelining. Use these to track sourcing effectiveness and referral programs.
Dynamic Commission Columns	Commission User columns appear dynamically for each placement that has commission splits configured. These show the users receiving commission, their commission types, percentages, and assigned offices. The number of columns varies based on how many commission splits exist in your data.
Corporate/Tax Information	Corp fields pull from the company's tax information section in BOLD. This shows the legal entity information and may differ from the standard company address if the client has multiple locations or legal entities.

Understanding What You're Seeing

Multiple placements for the same talent: A talent may appear multiple times if they have multiple active placements (different jobs/companies) or if you're viewing historical data showing sequential placements over time.

Blank end dates: Placements without end dates are currently active and ongoing. Use the End Date field to identify placements approaching their scheduled completion.

Differences between Original Start Date and Start Date: If these differ, the placement has been extended at least once. Original Start Date always shows the very first start date from the initial placement, while Start Date shows the current extension's start date.

Zero or blank total bill/pay amounts: These placements may not have processed any timesheets yet, or they may be salary-based placements where financial data is structured differently. Check the Rate Type field to understand the compensation structure.

Talent Office different from Placement Office: This is common in organizations with cross-office collaboration. The talent is managed by one office but placed on an opportunity managed by another. This doesn't indicate an error—it's a feature supporting collaborative recruiting.

Practical Applications

Identifying Placements Needing Extension Review

Set Date Type to "Placement End Date" and use Date From/Date To to focus on placements ending within the next 30-60 days. Export this list to create a proactive extension outreach plan, ensuring you contact clients and talent before placements expire.

Analyzing Profitability by Client or Office

Filter by Company or Office, then export to Excel. Calculate average markup percentages, gross profit totals, and average bill rates to identify your most profitable relationships. Compare VMS Fee percentages across clients to understand fee impacts on margins.

Auditing Commission Structures

Review the dynamic commission columns to verify proper commission splits are assigned to placements. Export placements with missing commission users to ensure all placements have appropriate credit allocation for your sales and recruiting teams.

Compliance Documentation

Export complete placement records including Worker Comp Codes, Employment Type, Tax Type, and corporate tax information for compliance audits or client requirements. The comprehensive nature of this report makes it ideal for regulatory documentation.

Tracking Placement Longevity

Use the #Days on Placement field to identify your longest-running placements. Sort or filter to find placements exceeding 6 months, 1 year, or other milestones. These long-term placements may be candidates for permanent conversion or merit recognition.

Talent Contact Information Updates

Export talent contact information (email, phone, address) for active placements to maintain emergency contact lists, verify current contact details, or support mass communication campaigns to your active contractor base.

Cross-Office Collaboration Analysis

Compare Talent Office and Placement Office fields to identify cross-office placements. This helps you understand collaboration patterns, recognize offices working well together, and ensure proper credit for placements involving multiple offices.

Exporting Your Data

Export your report data to perform detailed analysis in Excel, share comprehensive placement lists with stakeholders, or maintain complete placement records for auditing and compliance purposes.

1. Apply all filters you want to include in your export
2. Verify your Date Type and date range settings are correct
3. Click the three-dot menu icon (⋮) in the top right corner of the report area
4. Select your preferred format from the Download submenu:
   • Image: Creates a visual snapshot of the report as currently displayed
   • CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools—recommended for detailed analysis
   • PDF File: Generates a formatted document suitable for printing or formal distribution
   • Excel File: Creates a native Excel workbook with formatted data

Note: Your export will include only the data visible based on your current filter selections. The Comprehensive Placement Report generates very wide exports due to the extensive field list and dynamic commission columns. CSV format typically handles these large datasets most efficiently.

Working with Large Comprehensive Exports

The comprehensive nature of this report means exports can contain hundreds of columns and thousands of rows. To make analysis easier:

• Use filters to narrow down to relevant placements before exporting
• Export to CSV for best compatibility with external analysis tools and databases
• Consider using Date Type filters to break large exports into manageable periods
• Freeze the first few columns in Excel to maintain context while scrolling through fields
• Use Excel's filter and sort features to focus on specific field categories after export

Dynamic Column Considerations

Commission Users, Timesheet Approver Users, and Extra Values appear as dynamic columns at the end of the report. The number and names of these columns vary based on your filtered data. When exporting for regular reporting or integration:

• Maintain consistent filter settings to keep column structures predictable
• Document which dynamic columns appear in your standard exports
• Use column mapping if integrating exports with other systems
• Consider separate exports if you need only core fields vs. commission details

Refreshing the Report

Report data refreshes automatically in the background. However, if you want to see the most current information immediately after entering new placements or updating placement details, you can manually refresh.

1. Locate the circular arrow icon above the filter panel on the right side

2. Hover over the icon to see it expand and display the word "UPDATE"
3. Click the icon to re-run the report based on your current filter selections

The report will reload with the latest placement data from your database, reflecting any new placements, rate changes, or updated information since you last viewed it.