Enhanced Daily Consultant Spend Report

Updated June 18, 2026 17:12

The Daily Consultant Spend report provides financial details on consultants and jobs broken down by individual timesheet day, including bill rates, pay rates, hours, expenses, and cost of service information. Use this report to analyze daily spend activity, reconcile billing, and track consultant utilization at the day level.

This article covers the Enhanced version of the Daily Consultant Spend report, available in Avionté BOLD Analyze. For a full list of available Enhanced Reports, see the List of BOLD Analyze Reports.

Note: This report displays data only related to invoicing done in Bold or FO.

Accessing the Report

Click on the Analyze tab.
The Reports sub tab will automatically be selected.
In the Search Reports field, type DAILY.
Click on the Daily Consultant Spend report.

Note: The report automatically loads with all filters set to include all data. Data refreshes every 5 minutes to reflect current activity.

Understanding This Report

What This Report Shows You

The Daily Consultant Spend report displays each timesheet work day as a separate row, capturing the job, consultant, recruiter, sales rep, and a full breakdown of hours, bill rates, pay rates, expenses, burden, and cost of service for that day. This day-level granularity gives you a precise view of spend activity that weekly reports cannot provide, making it easier to spot billing anomalies and reconcile invoices.

Why Use This Report

This report helps you manage daily spend and answer critical operational questions:

What were the bill and pay amounts for a specific consultant on a given day?
How many straight, overtime, and doubletime hours were worked per day per placement?
What expenses were billed and paid for a specific job or company within a date range?
Which consultants or jobs had the highest daily spend during a period?
Are bill rates and pay rates consistent with expected placement rates?
What is the daily cost of service and burden breakdown across offices or regions?

Who Benefits From This Report

Different roles use this report to address specific operational needs:

Billing and Finance Teams: Reconcile daily invoice amounts against timesheet data, identify discrepancies at the day level, and support period-end close with accurate bill and pay totals.

Branch Managers: Monitor daily spend activity across their office, confirm that consultants are billing correctly, and identify unusual expense or rate entries before invoices go out.

Recruiters and Sales Reps: Review their own consultant activity by day, verify that placements are being recorded with the correct rates, and track spend against client expectations.

Operations Leaders: Analyze spend trends across divisions, regions, and companies at the daily level to support forecasting, margin analysis, and capacity planning.

Customizing and Sharing This Report

Columns: Show or hide columns using the column selector. Drag columns to reorder them. Click any column header to sort.

Filters: Use the filter panel on the right to narrow results. All filters default to “Include all.”

Sharing (INSIGHTS users): Save a customized view and share it as a dashboard tile with your team.

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

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 jobs associated with a specific employer.	Use when reviewing spend for a particular employer entity.
Region	Limits results to jobs within a specific region.	Use when analyzing daily spend across a geographic area.
Office	Limits results to jobs assigned to a specific branch.	Use when reviewing spend activity for a single office location.
Company	Limits results to jobs at a specific client company.	Use when reconciling daily spend for a particular account.
Date Range	Applies a preset date range (e.g., Yesterday, This Week, Last Month) based on timesheet daily work days.	Use for quick, recurring views without manually entering date values.

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 Daily Consultant Spend report displays each timesheet work day as a separate row with full details about the job, consultant, hours, rates, expenses, and financial totals. The field list gives you everything you need to audit, reconcile, or analyze daily spend across any date range, office, or company.

Key Field Categories

Field Name	Description
Office	The branch name associated with the job.
Requisition ID	The system-generated Job ID (visible in the URL).
Requisition	The job's Requisition ID as entered in Avionté BOLD.
Company	The company name associated with the job.
Job Title	The title of the job.
Sales Rep	The sales rep assigned to the job.
Consultant Name	The talent name from the placement.
Recruiter	The recruiter rep assigned to the placement.
Week Ending Date	The timesheet week ending date (Sunday of the week).
Hours Date	The specific daily work day from the timesheet.
Straight Hours	The regular hours worked on this day.
Overtime Hours	The overtime hours worked on this day.
Doubletime Hours	The doubletime hours worked on this day.
Additional Hours	Any additional hours recorded on this day.
Bill Rate	The regular bill rate from the placement timesheet.
Overtime Bill Rate	The overtime bill rate from the placement timesheet.
Doubletime Bill Rate	The doubletime bill rate from the placement timesheet.
Pay Rate	The regular pay rate from the placement timesheet.
Overtime Pay Rate	The overtime pay rate from the placement timesheet.
Doubletime Pay Rate	The doubletime pay rate from the placement timesheet.
Expense Billed	The total expenses billed.
Expense Paid	The total expenses paid.
Total Bill	The total amount billed.
Total Pay	The total amount paid.
Burden	The burden percentage applied to the record.
Custom Bill Name	The custom bill name associated with the job.
C2 or 1099 Name	The placement’s employment type.
Job ID	The custom Job ID entered on the job.
Discounts	The discount amount applied to the placement.
Payroll ID	The payroll ID associated with the record.
Applicant ID	The Talent ID from the placement.
EIN	The talent’s EIN on file.
Company ID	The company ID associated with the job.
Hired ID	The placement’s ID.

Practical Applications

The Daily Consultant Spend report gives billing and operations teams the most granular view of spend activity available, making it essential for invoice reconciliation and anomaly detection. Finance teams can run this report filtered by company and date range to match each day’s billed amount against expected rates, catching discrepancies before invoices are finalized. Branch managers can filter by office and review a specific week to confirm that all consultants are billing at the correct straight, overtime, and doubletime rates. Sales reps can pull their own placements for a date range to verify that job-level expenses and discounts are recorded accurately. Operations leaders can use the day-level data to identify which jobs or consultants are driving the highest spend on a given day, supporting real-time cost management decisions.

Exporting Your Data

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

Apply any filters you want to include 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 daily consultant spend 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 new timesheet activity has been recorded, you can manually refresh.

Locate the circular arrow icon above the filter panel on the right side.
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 new timesheet entries or updates since you last viewed it.