Top FO and BO Reports and AQs

This is a list of the most commonly used Reports and Advanced Queries (AQs) in both Front and Back Office.

CHAPTERS

Front Office Standard Reports
Back Office Standard Reports
Back Office Standard Advanced Queries (AQs)

Front Office Standard Reports

• Standard Front Office Reports

Active Consultants Report

• The Active Contractor report provides users with an overview of all active contractor placements.  To see a report of all placements, including permanent positions.

Starts Report

• List of hires/starts within a given date range including data points such as position, company, hired candidate email, bill/pay rates and other basic position and contact information.

Recruiting Advanced Stats Report

• This report allows you to select only the KPIs/metrics that matter. Drill down into each activity and view the time stamp, as well as any applicable notes.

Sales Stats Report

• This report is commonly used to track Sales Representatives. It Shows overall numbers associated with Sales Representatives.

Back Office Commissions Report

• View detailed commission, amounts and percentages per individual jobs based on an entered time-frame. This also displays total bill, pay, burdens and costs of service.

Contract Falloffs Report

• View contractor positions that will end given a defined time-range. This allows to plan for an extension or to find a new job for the contractor.

Analyze Time Report

• View your detailed time captured via time sheet batch hours and group time for a specific date range.

Open Position Snapshot Report

• Quick snapshot view of current open positions along with all candidates in play and their corresponding current stage in both pipeline and nomination stages.

Timesheet Status Report

• View status of timesheets (Open, Submitted, Approved, etc) long with various job and contact information. Often used to audit weekly submissions and approvals.

Back Office Standard Reports

• Standard Back Office Reports

Accrued Hours

• This report gives the details of total hours for employees within a specified time period. It is useful for double-checking entered hours, determining benefit qualifications, and calculating any bonuses or holiday pay.

Check Register

• This report shows paycheck information for all employees. It gives a great snapshot of payroll and can be useful when trying out payroll and billing.

Invoice Register

• Displays invoices that have been billed.

Gross Profit

• See how much gross profit your company is making and see the information that makes up the gross profit.
  

Worker Comp Cost

• Shows worker comp costs by branch. This report allows you to determine the total cost of WC claims for an entire branch along with additional wage information.

Back Office Standard Advanced Queries (AQs)

• Standard Back Office AQs

Comprehensive Agency AQ

• This report provides a summary of an agency or agencies by pulling basic information and pay history for the previous three years.

Comprehensive Assignment AQ

• Shows a comprehensive list of information associated with an Assignment.

Comprehensive Contact AQ

• Shows a comprehensive list of information associated with a Contact.

Comprehensive Customer AQ

• This report provides a summary of a customer or customers by pulling basic information, lead and sales history, and employee hours for the previous three years.

Comprehensive Employee AQ

• This report provides a summary of an employee or employees by pulling basic information as well as work and pay history for the previous three years.

Comprehensive Order AQ

• Shows a comprehensive list of information associated with a Customer.

Check Register AQ

• This report is a good resource to crosscheck with payroll before submission.

Accrued Hours AQ

• Details total hours for employees within a specified time period.

Commission Split

• This report shows a breakdown, by Employee with: Total, Pay and Bill Hours, Amount and Commission % and Gross Profit.

Employee Deduction & Contribution List AQ

• This report gives detailed deduction/contribution information and can be useful when checking employee payroll deductions.

Processed Transaction Summary AQ

• Gives detailed information of all processed transactions. (This report shows an extremely comprehensive view of all processed transactions during a specific time period.)