User Scorecard 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 User Scorecard report shows rankings for account managers and recruiters based on profits.

Running the Report

From your Bullhorn Menu, select Canvas.
Select Run beside the User Scorecard Report.
Fill out the following criteria:
- Period end date (to and from): The date range you want to run the report for.
- Data Type: Choose between Account Manager and Recruiter.
- Burden (percent): The burden as a percentage. For more information on burdens, see Terminology Alignment: Gross Profit and Gross Margin.
Select Next.
Select from the new list of Account Managers or Recruiter. What appears will depend on what Data Type you selected.
Select Finish.

The following data points are available to view in this report.

Data item in report	Definition
Rank	Where the account managers or recruiters are placed according to gross profit
UserName	Name of recruiter of account manager
Hours	Billable hours
Average rate	Total Reg bill rate / placements
Revenue	Total billable amount
Gross profit amount	Billable charge total - payable charge total
Gross profit %	(Revenue - Wage)/Revenue
GrossMargin Amount	Bill amount - ( pay + burden)
Gross margin %	(Bill amount - (pay + burden))/Bill amount
Employee#	Candidate count for recruiter or account manager
Customer#	Client count for recruiter or account manager
Order#	Job order count for recruiter or account manager
Assignment#	Placement count for recruiter or account manager

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:

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).
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.
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.