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.
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.