Permanent Placement Billing Summary Report
Bullhorn Support is able to assist with navigating sample reports, but they are unable to build customizations on reports for you. If you need customizations, you will need a Business Intelligence specialist who is familiar with writing database queries.
The Permanent Placement Billing Summary report provides a list of all perm placements details based on a Start Date range, including whether or not the placement fee has been invoiced, showing remaining balance left to bill and what has been billed.
Data for this report is drawn from Perm Placements - Billing Summary joined package. This joined package is comprised of the Placement Information package and Billable Transaction Information with Invoice Information joined package.
The Billable Transaction Information with Invoice Information joined package is comprised of the Billable Transaction Information and Invoice Information packages.
Running the Report
When you run the Perm Placement Billing Summary report, you are prompted to select a Placement Start Date range, along with the option to add additional criteria to return a more specified list.
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From your Bullhorn ATS Menu, select Canvas.
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Select Run beside the Permanent Placement Billing Summary report.
- Enter the following criteria for the report:
- Placement Status
- Employment Type
- Earn Codes
- Date Added range
- Placement ID
- Client
- Bill-to Client
- Show only Non-Zero Unbilled Placement Fee
- Show only Non-Zero Billable Charges to be Entered
- Once you have selected your criteria, click Finish.
The following fields are available on this report.
| Data item in report | Definition |
|---|---|
| Company Name | The client's name |
| Bill-to Company Name | The client's name that receives the invoices |
| Job Posting Client Contact | Client contact responsible for the job posting |
| Job Posting ID | Job posting's internal system ID |
| Job Title | Job posting's title |
| Employment Type | How the employee is hired (i.e. W2, IC, etc) |
| Placement ID | Placement's internal system ID |
| Date Placement Added | Date the perm placement was added into Bullhorn |
| Placement Status | Status of the placement (i.e. Submitted, Approved, etc) |
| Candidate Name | Candidate's name |
| Reporting to | The client contact the placement reports to |
| Start Date | Date the placement starts the position |
| Days Guaranteed | Number of days the candidate is guaranteed for this job |
| Days Pro-Rated | Indicates how many days the candidate must work before the Client Corp will be expected to pay a pro-rated portion of the fee. |
| Salary | Annual salary defined on the placement |
| Placement Fee (%) | Percentage of the salary that the staffing agency charges for the placement. This pulls from the placement record. |
| Placement Fee (Flat) | Expected flat amount that the staffing agency charges for the placement. This pulls from the placement record. |
| Billable Charges to be Entered | Difference between the expected placement fee and the total of all the billable transactions for that placement |
| Billable Charges Entered But Not Invoiced | Total of transactions that exist on the billable charges list but that have not been added to an invoice |
| Invoices Created But Not Finalized | Total of transactions that exist on the billable charges list and that have been added to an invoice, but the invoice has not been finalized |
| Total Unbilled Placement Fee | The remaining unbilled balance based on the billed amount to date and the placement fee amountSum of columns: (Billable Charges Entered But Not Invoiced + Invoices Created But Not Finalized + Billable Charges to be Entered) |
| Invoiced Amount | Total of transactions that exist on the billable charges list and are linked to a finalized invoice |
| Last Invoice Statement Number | Invoice ID of the latest invoice finalized |
| Last Invoice Date | Invoice date of the latest invoice finalized |
Exporting to Excel
Depending on the amount of data, it may be easier to view the report via Excel. Follow these steps to export your report to Excel:
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From the HTML drop down button in the top right corner, click View in Excel Options > View in Excel 2007 Format.
The Excel format you choose can be based on personal preference. We recommend using View in Excel 2007 Format to maintain the same format that you see in Bullhorn Reporting (Canvas) and/or if you plan to use standard Excel functions (pivot, sort, etc).
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The request will process and a pop up stating "Your report is ready and will download to your Web browser in a few moments" will appear.
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When prompted, Save the report to your computer.
Once the report is exported to Excel, you can utilize standard Excel functions to filter, sort and pivot the data.