Daily Consultant Spend Report

Overview

Updated 08/09/2022

Note: Displays the data only related to the invoicing done on Bold or FO

• Click here to go to the Operational Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports Terms and Filters (Standard Reports)   List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type DAILY
3. Click on the Daily Consultant Spend Report

Logic

View financial details on consultants and jobs per timesheet day for bill, pay, expenses, leave and cost of service information.

Note: Displays the data only related to the invoicing done on Bold or FO

• Click here to go to the Operational Category (list of Standard Reports)

Filter Options

	Filter Name	Options	Explanation
	Division	All available Employers	Filters Job's Employer
	Region	All available Regions	Filters Job's Region
	Office	All available Branches	Filters Job's Branch
	Company	All available Companys	Filters Job's Company
	Date From		Daily Work Days of the Timesheet falling under the date range.
	Date To
	Date Range	Yesterday, Today, Tomorrow, ...	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Details

• Click here to go to the Operational Category (list of Standard Reports)

Field Name	Description	Notes
Office	Job's Branch Name
Requisition ID	Job's ID
Requistion	Job's Requisition ID
Company	Job's Company Name
Job Title	Job's Job Title
Sales Rep	Job's Sales Rep
Consultant Name	Placement's Talent Name
Recriuter	Placement's Recruiter Rep
Week Ending Date	Placement's Timesheet Week Ending Date (Sunday of the Week)
Hours Date	Placement's Timesheet Daily Work Days
Straight Hours	Placement's Timesheet Regular Hours
Overtime Hours	Placement's Timesheet Overtime Hours
Doubletime Hours	Placement's Timesheet Doubletime Hours
Additional Hours	Placement's Timesheet Additional Hours
Bill Rate	Placement's Timesheet Regular Bill Rate
Overtime Bill Rate	Placement's Timesheet Overtime Bill Rate
Doubletime Bill Rate	Placement's Timesheet Doubletime Bill Rate
Pay Rate	Placement's Timesheet Regular Pay Rate
Overtime Pay Rate	Placement's Timesheet Overtime Pay Rate
Doubletime Bill Rate	Placement's Timesheet Doubletime Pay Rate
Expense Billed	Total Expenses Billed
Expense Paid	Total Expenses Paid
Total Bill	Total Billed Amount
Total Pay	Total Paid Amount
Burden	Burden Percentage
Custom Bill Name	Job's Custom Bill Name
C2 or 1099 Name	Placement's Employment Type
Job ID	Job's Custom Job ID
Discounts	Placement's Discount Amount
Payroll ID
Applicant ID	Placement's Talent ID
EIN	Placement's Talent EIN
Company ID	Job's Company ID
Hired ID	Placement's ID