Enhanced Talent Document Report

Updated April 23, 2026 14:36

The Talent Document Report gives you a comprehensive view of document records associated with your talent pool — including both uploaded documents and documents flagged as missing. Use it to monitor compliance, verify document completeness, and quickly identify which talent are missing required paperwork.

Customizing and Sharing This Report

Columns: Show or hide columns to focus on the data most relevant to your workflow.

Filters: Use the filter panel on the right to narrow results by division, region, document type, date range, and more.

Sharing (INSIGHTS users): Save and share customized report views with your team directly within the platform.

Sharing (Standard users): Export your filtered report as a CSV, PDF, or image to distribute externally. See the Enhanced Standard Reporting Overview article for details.

Accessing the Report

Click on the Analyze tab.
The Reports sub tab will automatically be selected.
In the Search Reports field, type TALENT DOCUMENT.
Click on the Talent Document Report.

Note: This report is part of the INSIGHTS product. If you don't have access, contact your Account Manager to learn more.

Understanding This Report

What This Report Shows You

The Talent Document Report displays one row per talent-document combination, giving you a detailed view of every document record in the system. Each row captures the document's name, type, upload date, uploaded-by user, expiration date, visibility settings, and whether the document is present or flagged as missing. The report covers all date types — document entered date, talent entered date, active placement date, and placement date — so you can filter records to match the context that matters most for your compliance review.

Why Use This Report

This report helps you stay on top of talent documentation and answer critical compliance questions:

Which talent are missing required documents right now?
What document types are on file for a specific talent or group of talent?
Which documents are expiring soon and need to be renewed?
Who uploaded a document and when was it added to the system?
Which documents are visible to talent through the portal, and which are kept internal?
How complete is documentation across a division, region, or office?
Which talent have documents uploaded within a specific date range or placement period?

Who Benefits From This Report

Different roles use this report to address specific operational needs:

Compliance Managers: Maintain a clear, auditable view of document completeness across the talent pool. Quickly identify missing records and confirm that all required paperwork is on file before placements begin.

Recruiters: Verify that talent assigned to active placements have all necessary documents uploaded and up to date, reducing placement delays caused by incomplete files.

HR Managers: Track document expiration dates across talent and proactively reach out to collect renewals before documents lapse, keeping the workforce in good standing.

Branch Managers: Monitor document coverage across their division, region, or office and confirm that document collection processes are being followed consistently.

Executive Leadership: Gain visibility into overall documentation health across the organization and use export data to support audits, reporting, and strategic workforce decisions.

Using Filters

Filters appear on the right side of your screen and help you focus on specific segments of your data. All filters default to "Include all" when you first open the report.

Available Filters

Filter Name	What It Does	When to Use It
Division	Limits results to talent associated with a specific employer/division.	Use when reviewing document compliance for a particular division or business unit.
Region	Filters talent records by their assigned region.	Use when comparing document completeness across geographic regions.
Office	Limits results to talent assigned to a specific office location.	Use when a branch manager needs to review documentation for their office only.
Talent Status	Filters by the talent's current status in the system.	Use to focus on active, inactive, or pending talent depending on your review scope.
Document Title	Accepts a text string (wildcard % supported) to search for documents by name.	Use when looking for a specific document type by name across all talent.
Document Type	Filters by the document category assigned in the system.	Use when auditing a specific document type, such as I-9s or offer letters, across your talent pool.
Date Type	Determines which date field the date filters apply to: Document Entered Date, Talent Entered Date, Active Placement, or Placement Date.	Select before setting Date From, Date To, or Date Range to ensure filters apply to the correct timestamp.
Date From	Sets the start of the date range for the selected Date Type.	Use in combination with Date To to define a specific review window.
Date To	Sets the end of the date range for the selected Date Type.	Use in combination with Date From to close out the review window.
Date Range	Provides preset date ranges such as Yesterday, Today, Last Week, This Week, Next Month, and more.	Use for quick, recurring reviews without manually entering dates each time.

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. Always set the Date Type first, as it determines which timestamp the date filters apply to.

Applying Your Filter Selections

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

Reading the Data

The Talent Document Report displays each talent-document combination as a separate row with comprehensive details about the talent's identity, location, contact information, and their associated document records. The extensive field list allows you to export exactly the information you need for compliance reviews, audits, or placement verification.

Key Field Categories

Fields are grouped below by the type of information they provide.

Field Name	Description
Talent Employer	The employer/division associated with the talent record.
Talent Region	The region assigned to the talent.
Talent Office	The office location associated with the talent.
Talent ID	The talent's unique identifier in AviontéBOLD Front Office.
BO Talent ID	The talent's unique identifier in Classic Back Office.
Talent	The talent's full name.
First Name	The talent's first name.
Middle Name	The talent's middle name.
Last Name	The talent's last name.
Talent Status	The talent's current status in the system (e.g., active, inactive).
Address 1	The first line of the talent's address.
Address 2	The second line of the talent's address, if applicable.
City	The talent's city of residence.
State	The talent's state of residence.
Zip Code	The talent's zip code.
GeoCode	The geographic code associated with the talent's location.
Phone	The talent's phone number on file.
Email	The talent's email address on file.
Talent Entered Date	The date the talent record was created in the system.
Document Title	The name of the document as it appears in the talent's file.
Document Type	The document category assigned to the record.
Missing Document	Indicates whether a required document is absent from the talent's file. Displays Yes if the document is missing, No if it is present.
Uploaded Date	The date the document was added to the talent's file.
Uploaded By	The user who uploaded the document.
Expiration Date	The date the document expires, if applicable.
Hide From Applicants	Indicates whether the document is hidden from the talent portal. Displays Yes if hidden from talent view, No if visible.
Public or Private	The privacy setting for the document — public documents are accessible more broadly, private documents are restricted.

Practical Applications

The Talent Document Report empowers your team to stay ahead of compliance requirements rather than react to them. Before a placement begins, recruiters can confirm all required documents are on file and flag missing records for collection. Compliance and HR teams can filter by expiration date to proactively identify documents approaching renewal deadlines, ensuring talent files stay complete without last-minute scrambles. Branch managers can filter by office or region to validate that document collection processes are being followed consistently across their teams. For audits, the report's detailed field set — including who uploaded each document and when — provides a clear, exportable record that demonstrates documentation rigor across the organization.

Exporting Your Data

Export report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.

Apply any filters you want reflected in your export.
Click the three-dot menu icon (⋮) in the top right corner of the report area.
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.
- PDF File: Generates a formatted document suitable for printing or formal distribution.

Note: Your export will include only the data visible based on your current filter selections. To export all talent document records, ensure all filters are set to "Include all" before downloading.

Additional Export Options

The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.

Refreshing the Report

Avionté automatically refreshes report data every 5 minutes. If you want to see the most current information immediately after changing filters — or after you know documents have been uploaded or updated — you can manually refresh.

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

Refresh icon expanded showing UPDATE label

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

The report will reload with the latest data from your database, reflecting any newly uploaded documents, updated records, or changed talent statuses since you last viewed it.