BBO Stock Report Options

Overview

This article provides additional details on what information is included in the BBO stock reports.

Report Mappings

Name of Report	Location in Reports Tab	Headers	Details on Report
Vendor Placement List	Operations	Vendor Employee Assignment Status	Shows all approved contract assignment's whose employee export type is Vendor.
Email Errors	Operations	Date To From Subject Error	Shows all SMTP errors ordered by newest first.
User List	Operations	First Name Last Name Phone Number Email Username Role Receive Notices Status Branch	This lists all users you are allowed to see according to the branches assigned/shared with you.
Approved Invoices	Finance	Department Company Branch Invoice End Date Invoice Number Invoice Amount Sent Invoice Paid	Finds all invoices that end in the date range and are approved.
Branch Average Bill Rate	Finance	Branch End Week # Contact Assignment Average Bill Rate	Gets the average Bill Rates over the time period for each week.
% Breakdown Credit	Operations	Branch Company Department Employee Title Pay Rate Bill Rate Commission Commission %	One line for each assignment credit connection.
Expense Item	Operations	Dept Last Name First Name Branch {List of Items} Total by Employee	Shows Expenses for each assignment listing for each Item Name.
Hours Import	Operations	Part 1 - Errors Error Line Number Lookup Key Employee Assignment Assignment Public ID Part 2 - Hours Employee Assignment Date Normal Hours Overtime Hours Doubletime Hours Hours In Out Lunch	Retrieves all import errors within date range.
Daily Hours	Operations	Title First Name Last Name Time In Time Out Total Hours	The number of hours for each day for each assignment. If hours were worked overnight it will include hours from the next morning. This report includes all timesheet statuses.
Vendor Info	Operations	Integration ID Name Company Name Print on Check Branch Phone Number Email Address 1 Address 2 City State Country Terms Type TaxId Account Number Eligible for 1099 Pay Offset Date Pay Schedule Pay Bi Cycle Pay Week Start Pay Line Expense Pay Line Overtime Pay Line Doubletime Pay Line Regular Pay Line PerDiem {Custom Fields}	Retrieves all vendors you can see.

Placement Info	Operations	Company Employee Category Title Class Branch Start Date Pending End Date Account Manager Recruiter Salary Fee Spread Bill Rate Pay Rate Burden Hours Worked Hourly Spread Spread Bill Pay Pay with Burden Bill Rate Pay Rate Pay with Burden Hours Worked Hourly Spread Weekly Spread	This shows the active assignments for a week as well as their hours and spread.
Executive Summary	Operations		Since the Total Bill field is calculated from assignmentProjectedWeeklyHours, the value may not be accurate when reporting past weeks.
Branch Summary Report	Operations		Shows the spread for each branch. This report is looks at timesheets that are at least in the Submitted status.
Spread Forecast Report	Operations	Branch Account Manager Recruiter Company Employee Start Date End Date Type of Consultant Class {End of Each Week}	Retrieves the forecasted spread for contract placements until the end date.
Branch Commission	Sales	Period Branch Name Spread Accrued Commissions Bonus Draw Total Payout	Shows the commissions that end for a time period for a branch.
Period Commission Report	Sales	Row Hours Description Burden Spread Commission % Commission Branch	SHows the commissions for a time period by line.
Import Errors	Operations	Date Placement ID Error	Shows recent ATS integration errors.
Placement Changes	Operations	Date User Description Field New Value Old Value	A list of all changes since a start date.
Approved Timesheet	Operations		Generates a PDF of all approved timesheets within the given time range.
Paid Time Off	Operations	Date Add Deduct Balance	Displays the PTO history for each employee split by PTO type.
Invoice By [Billing Contact,Company]	Operations		Generates a zip file of the invoices within the date range.
Expense Reports	Reports tab in Employee Portal		Generates a zip file of Expense Reports for a given time period.
Timesheet History	Operations		Generates a zip file of timesheets for a given period.
[Employee,Admin,Manager] Login History	Operations	Date Time IP Address	Shows the login history of each user, separated by user.
Email Log to Address / Email Log Date	Operations	Date To Details Type Subject {Other Related Fields}	Shows all emails for a given email address or date.
Holidays	Operations	Holiday Date Employee Assignment Company Branch Assignment Start Date Hours Worked	Shows all holidays that people have worked. Used for checkign to make sure people are not double entering time.
Timesheet Details	Operations	Employee Assignment Company Branch Range Hours Type {Day Hours}	Lists all timesheets for a given period and their details.
Outstanding Payroll	Finance	Last Name First Name Branch Payroll Period Payroll Cycle Regular Hours OT Hours DT Hours Expenses PTO Hours Per Diem	Looks through all payroll cycles with at least one employee exported and checks to see any that are not exported.
Unapproved Invoices	Operations	Department Company Branch Invoice End Date Invoice Amount Timesheet Approval Status	Gets all unapproved invoices for the past 60 days for each department.
Pending Placement	Operations	Integration ID Employee Company Department Primary Manager Title Start Date End Date Hourly Pay Rate Hourly Bill Rate Assignment Type	List of all assignments waiting to be approved.
Unsubmitted Timesheets	Operations	Employee Company Department Primary Manager Assignment Branch Primary Rep Projected End Date Phone Number Email Employee Status Timesheet Status Timesheet Date Range Employee Type	Shows all unsubmitted timesheets.
Timesheets Awaiting Approval	Operations	Date Range Company Manager Manager Phone Number Manager Email Employee Branch Primary Rep	Retrieves timesheets in the Submitted status.
Approver by [Branch,Company]	Operations	Branch Managers by [Branch,Company] Company Email Phone Number	All Managers with Assignments
Placement by [Branch,Company,Rep]/Pending End Date by [Branch,Company,Rep]	Operations	Employee Company Department Primary Manager Assignment Branch Primary Rep Projected End Date Email Phone Number	Active assignments
Hours By [Branch, Company, Employee, Rep]	Operations	Timesheet Period Branch Employee Assignment Primary Manager Billable in Progress Billable Submitted Billable Approved Non-Billable in Progress Non-Billable Submitted Non-Billable Approved Expense Billable In Progress Expense Billable Submitted Expense Billable Approved Expense Non-Billable In Progress Expense Non-Billable Submitted Expense Non-Billable Approved	Gives the totals for each type
Accrued Hours by [Employee, Company]	Operations	Employee/Company Branch Hours	Displays the accrued hours for the related entity
Placement Gross Margin By [State,Branch,Company,Rep,Service]	Finance	Employee Assignment Department Employee Salary Employee Type Company Branch Primary Rep Primary Rep Credit ST Pay Rate ST Pay Hours OT Pay Rate OT Pay Hours DT Pay Rate DT Pay Hours Burden Add Hourly Cost Add Monthly Cost ST Bill Rate ST Bill Hours OT Bill Rate OT Bill Hours DT Bill Rate DT Bill Hours Total Pay Amount Total Bill Amount Gross Margin Total Assignment Hours Total Employee Hours Hours Percentage Expenses	Gets all Assignments for a given time period with restriction (Includes perms)
Prospective Gross Margin	Finance	Employee Department Company Branch Primary Rep Projected Weekly Hours ST Pay Burden Add Hourly Cost Add Monthly Cost ST Bill Weekly Gross Margin	Gets all currently active assignments (includes perms)
Pipeline By [Branch,Company,Rep]	Finance	Title Value	Headers are not shown. Loop through Prospective Spread for the future up to end date (No Perms).
Gross Margin By [Branch,Company]	Finance	Title Value	Headers are not shown. Loop through each week add up spread totals for temps vs perms. This report is looking at Timesheets that are at least in a Submitted status.
Gross Revenue By [Branch,Company,Rep]	Finance	Title Value	Headers are not shown. Loop through each week and add up total bill amount (does not include expenses) from timesheet. This report is only looking at Approved Timesheets.
Commission Report	Employee Portal		Shows Commission Report Pdf (For Employee)
Approved Commission Reports	Sales		Shows Commission Report Pdf (For Employee)
Commission By Rep	Sales		Shows Commission Report Pdf (For Admin)
Commission Ranking	Sales	Name Title Branch Summary Commissions Draw Bonus Payout	Shows the payouts for a given period sorted by total payout descending.
Outstanding Commissions by Branch	Sales	Branch Rep Employee Company Assignment Invoice Date Invoice Amount	Details on Perm Commission Payments that have yet to be paid due to outstanding invoices.
Invoice Changes / Audit Invoices	Operations	Change User Invoice Number Date Branch Action Field New Value Old Value	Changes to invoice by invoice number / Date