Consultant Spend Report

Overview

Updated 11/22/2022

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

Click on the links below for more information: List of 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 SPEND
3. Click on the Consultant Spend Report

Logic

View financial details on consultants and jobs per timesheet day for bill, pay, expenses, leave and cost of service information.  Displays the report for timesheets with invoicing done in 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		Start date for Week Ending Day of Timesheet
	Date To		End date for Week Ending Day of Timesheet
	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
Recruiter	Placement's Recruiter Rep
Week Ending Date	Week Ending Date related to the Timesheet (Sunday of the Week)
Straight Hours	Regular Hours associated with the Timesheet
Overtime Hours	Overtime Hours associated with the Timesheet
Doubletime Hours	Doubletime Hours associated with the Timesheet
Additional Hours	Additional Hours associated with the Timesheet
Bill Rate	Regular Bill Rate associated with the Timesheet
Overtime Bill Rate	Overtime Bill Rate associated with the Timesheet
Doubletime Bill Rate	Doubletime Bill Rate associated with the Timesheet
Pay Rate	Regular Pay Rate associated with the Timesheet
Overtime Pay Rate	Overtime Pay Rate associated with the Timesheet
Doubletime Bill Rate	Doubletime Pay Rate associated with the Timesheet
Expense Billed	Total Expenses Billed
Expense Paid	Total Expenses Paid
Total Bill	Total Billed Amount
Total Additional Bill	Total Billed Amount related to additional transaction type
Total Pay	Total Paid Amount
Total Additional Pay	Total Paid Amount related to additional transaction type
Burden	Burden Percentage
Cost Of Service	Cost of Service Amount
Gross Profit	Gross Profit Amount
Custom Bill Name	Job's Custom Bill Name
C2 or 1099 Name	Job's Employment Type
Job ID	Custom Job ID
Payroll ID	Placement's Payroll ID (Applicant ID)
Applicant ID	Talent ID
EIN	Talent's Family History Name
Company ID	Company's ID
Hired ID	Placement ID
Job Type	Job Type
Fees	For system Job Type, Permanent display 0 else display Reg Bill Rate
Invoice Number	Invoice Number associated to the Timesheet
Position Category	Job's Position Category