Avionté provides a set of standard reports through the Main Menu > Reports option. To access a report that is not displayed through the Reports menu, contact your company's Avionté Super User or Avionté Technical Services.
Note: Some reports may not be available with older versions of Avionté.
The Reports in this article are grouped by the type of user (e.g. front office users, back office users, admin users, etc.) who may find that particular report most useful.
Front Office User Reports
Front Office User Reports
| Name | Description | Parameters | Fields/Configuration Settings | Why is this report useful? |
| Client Evaluation Report | Shows results from client surveys. | Start Date, End Date, Evaluation Type, Evaluation Name, Branch | Questions asked on evaluation. | This report compiles client evaluation information in an easy-to-read, compact format. |
| Employee Online Application Report | Log of an online applicant’s clicks, application status, and acknowledgments. | Start Date, End Date, Branch, Applicant Status, Applicant Name | Employee Name, Branch, Applicant Status, Employee ID, Any Past Job?, Date Entered, Any Education, Any Conviction Value, Acknowledgement Value, Applicant Submit Date, Web Log: Log Type, Log Date Time, Notes | This report is useful for tracking online applicant progress and for filtering applicants based on their answers to these preliminary questions. |
| Order Candidate | Details candidates, employees assigned, resumes sent, and other statuses attached to an order | Branch, Order ID, Order Status, Show Candidate (All, Regular, Web), Order Type | Customer Name, Job Title, Order Date, Ordered By Contact, Order Status, Candidate Name, Candidate Status, Status Updated By, Status Updated On, Origin | This report is useful to get general information about orders with associated candidates. |
| Staffing Action | Staffing message search report | Branch, Date Type (Entered Date, Start Date, End Date), Start Date, End Date, Show Details (True, False), Action Type, Customer Name, User, Group 1, Group 2, SSN, Is Complete? | Action Type, Entered Date, Subject, Message, User | This is a useful report for tracking recruiter activity and for finding specific messages that have been exchanged. |
Back Office User Reports
Back Office User Reports
| Name | Description | Parameters | Fields/Configuration Settings | Why is this report useful? |
| W2 Portal Report | This is the W2 for the current Year | Talent Address, Income, Taxes, Employer/Supplier address, FEIN, and related Codes. | This report is for 2021 | |
| 940 Schedule A Template | A 940 Schedule A form must be filled out in every state in which an employer has paid Unemployment Tax for that tax year. | Year | Fills a template that helps to calculate the credit reductions for FUTA taxable wages for each state where your employees worked that year. | This report makes filing end of year 940 tax documentation easy. |
| 940 Template | A 940 Schedule A form must be filled out in every state in which an employer has paid Federal Unemployment Tax for that tax year. | Year | Fills the FUTA tax return form. | This report makes filing end of year 940 tax documentation easy. |
| 941 Report | Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of those taxes must use the 941 Form to report those taxes on a quarterly basis. | Year, Quarter | Fills the 941 Schedule B Report of Tax Liability for Semiweekly Schedule Depositors form. | This report makes filing quarterly 941 Federal Tax Returns easy. |
941 Schedule B Template |
Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of those taxes must use the 941 Form to report those taxes on a quarterly basis. | Year, Quarter | Fills the 941 Employer’s Quarterly Federal Tax Return. |
This report makes filing quarterly 941 Federal Tax Returns easy. |
| 1094-C Report | All applicable large employers (ALEs) need to report whether they’ve offered health coverage to each employee and whether those employees are enrolled in health coverage. Form 1094-C is the summary of this information for all employees. | Employer & ACA Form Year | Populated Federal 1094C Form. | This report makes printing and sending 1094C Forms easy. |
| 1095C Report | Form 1095C is the Employer-Provided Health Insurance Offer and Coverage Insurance Form. This form is required to be distributed to employees of an ALE member who is full-time for one or more months during the calendar year. | SSN, Form Batch ID, Branch, Primary Order By (Last Name, First Name, SSN), Print Start From, Print Start To, Show ONLY Last 4 SSN (True, False) | Populated Federal 1095C Forms. |
This report makes printing and sending 1095C Forms easy! It is available with the Avionté ACA package. |
| 1096 Report | 1096 Form. This is an annual summary and transmittal form for tax-exempt organizations. | Supplier / Year | Populates the data for the 1096 form into the 1096 form. |
This report makes it easy to print employee information into a 1096 form. |
| 1099 NEC Report | This is a tax form that reports the 2023 year-end summary of all non-employee compensation. | Year, SSN, Generate For (IRS Review Only, Employee, State), Vendor State (list of all State abbreviations) | Populates the data for the 1099 form. | This is a new report for 2023. |
| 1099 Report Template | This is a tax form that reports the year-end summary of all miscellaneous non-employee compensation. | Year, SSN | Populates the data for the 1099 form into the 1099 form. | This report makes it easy to print employee information into a 1099 form. |
| 1099 Report Template Prepinted | Template for printing 1099 information onto a preprinted 1099 form. This is a tax form that reports the year-end summary of all miscellaneous non-employee compensation. | Year, SSN | Populates the data for the 1099 form in a format that can be printed onto a supplied preprinted form. | This report makes it easy to print out employee information onto blank 1099 forms that you already have. |
| AR Aging As Of | Shows outstanding AR in detail and allows you to track your unpaid invoices. | As Of Date, Group By, Aging Date Type (Due Date, Invoice Date, Accounting Period Date), Roll Up to Root Customer (True, False), Branch, Age Group 1, Age Group 2, Age Group 3, Show Summary (True, False), Customer Name | Customer #, Customer Name, Last Payment Date, Phone Number, Department, Credit Limit, High Limit, Invoice #, Invoice Date, Date Due, Invoice Amount, (0 to Age Group 1), (Age Group 1+1 to Age Group 2), (Age Group 2+1 to Age Group 3), (Age Group 3+), Balance, Finance Charge, DSO | This report gives a great overview of outstanding AR and the length of time that AR is past due. |
| Cash Receipts | Reports the amount of cash incoming and the source of those payments. | Date Type (Accounting Period, Date Posted, Invoice Date, Date Received), Group By (Branch, Customer, Date Posted, All), Start Date, End Date, Payment Type, Reason Code, Branch, Batch ID, Customer Name | Date Received, Customer Name, Posted Date, Invoice No., Invoice Date, Invoice Amount, Check No., Check Amount, Payment Amount, Batch Type, Batch ID, DSO, Reason Code | This report gives a great snapshot of accounts receivable and can be helpful when posting payments. |
| Cash Requirement | Details liabilities and the amount of cash needed to process payroll. | Date Type (Check Date, Accounting Period Date), Group By (Staffing Company, Branch, None), Start Date, End Date, Branch | Employee Earnings, Agency Earnings, Deductions, Tax Liability, Net Pay, Employer Contributions, Worker Compensation, Employer Taxes, Summary. Each of these fields is broken down to specific values. | This report is a useful resource for payroll processing or for determining the cost of running the business for a specific time period. |
| Certified Payroll | Certified payroll is a federal form submitted weekly to the agency overseeing a government contract. This report produces the federal report from Avionté. | Branch, SSN, Date Type, Date, Project Name, Fringe Benefits - Paying Cash in Lieu?, Payroll Number |
Project Number: Project Number choice code should be set up under Customer Extra
InvoiceExtra1: This choice code has been used to pull PO Number from Transaction Extra
Project Name: Project Number choice code should be set up under Customer Extra
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This report is the federal form used to submit certified payroll weekly. |
| Check Register | Shows paycheck information for all employees. | Date Type (Check Date, Accounting Period Date), SSN, Start Date, End Date, Branch, Employee Type (All, W2, 1099), Sort By (Employee Name, Check Date) | Employee Name, Check #, Check Date, Gross Amount, Total Taxes, Total Deductions, Net Check, Is DD?. Further broken down: Transaction (Type, Units, Rate, Total Pay), Tax (Tax Name, Taxable Gross, Tax Amount), Deduction (Deduction Type, Amount), Benefit (Type, Amounts, YTD Benefit), Accruals (Plan, Accrual Units, Balance, Depleted Units.) | The Check Register Report gives a great snapshot of payroll and can be useful when trying out payroll and billing. |
| Client Billing | Shows billing information for each customer. | Date Type (Accounting Period Date, Invoice Date, Week Worked Date), Roll up to Root Customer (True, False), Start Date, End Date, Customer Name, Branch, Show Summary (True, False), Job Title, Transaction Type, Group By | Customer #, Customer Name/Department, Bill Hours, Total Bill, No. of Invoices, No. of Employees. The report contains Sales Total information with Pay Code breakdowns. | This report shows a detailed summary of client billing information. |
| Commission Split |
See how much gross profit your company is making and see the information that makes up the gross profit. |
Roll up to Parent Customer, Customer Name, Date Type, Order Type, Start Date, End Date, Group By, Branch, User Type, Show Legend, Include burden Factor, User | Branch, User, Order Type, Wc Code, Employee Name, Pay/Bill Hrs, Bill Amount, DH Fee, GP Adj Bill, Discount, Gross Wages, GP Adj Pay, Agency Cost, Employer Taxes, Worker Comp, Non Adj Cost, GP Adj Cost, Burden, Gross Profit, GP/Billed Hour, GP(%), Comm GP | THis shows the Supplier and commission splits |
| Deduction Submittal | Lists all deductions for employees | Date Type (Employee Check Date, Accounting Period Date, Garnishment Check Date), Masked SSN (True, False), Start Date, End Date, Branch, Deduction Type, Payment Batch ID, Only With Agency (True, False), Group By (None, Check Date, Deduction Name) | Check Date, Check No., Employee Name, Case No., SSN, Deduction Name, Amount |
This report is very detailed, shows historical data, and is a great snapshot of all payroll deductions. The report can be grouped by deduction authority so a user may find a payment due to a specific agency. |
| Follow Up | Shows messages with some revenue opportunity information. | Branch, Customer Status, Sales Level, Sales Rep, Start Date, End Date, Action Type, Date Type (Start Date, Entered Date) | Customer Name, Department, Status, State, Primary#, Last Contact Date, Sales Level, Sales Rep, Sales Contact, Expected Revenue. Summary: No. of Customers, Expected Revenue. | This report offers a good summary of recent sales performance and can be helpful for determining the last point of contact for a customer and potential future revenue. |
| Gross Profit | Calculates gross profit by customer | Roll up to Root Customer (True, False), Customer Name, Date Type (Accounting Period, Week Worked Date), Order Type, Start Date, End Date, Group By, Branch, User Level (Assignment, Customer, Order), User Type, Show Legend (True, False), Include Burden Factor (True, False), User |
Branch, Pay/Bill Hours, Bill Amount, DH Fee, GP Adj Bill, Discount, Gross Wages, Agency Cost, Employer Taxes, Worker Comp, GP Adj Cost, Burden, Gross Profit, GP/Billed Hour, GP%. Summary: Gross Wages, GP Adj Pay, GP Adj Cost, Agency Cost, Employer Taxes, W.C., Burden, Bill Amount, GP Adj Bill, Discount Amount, Billed Amount, Payroll Cost, Gross Profit, Gross Profit %, Non Adj Cost, Non GP Adj Bill, Non GP Adj Pay, Non GP Adj Cost, DH Fee, Total Billed Hours, Total Paid Hours, No. of Customers, Penalty |
This is a great all-around report that can give you a good idea of company and sales performance. This report can also be used for bonus and commission calculations. |
| Gross Profit and Hours Comparison | Comparative gross profit. | Roll Up to Customer (True, False), Customer Name, Group By, Order Type, User Type, Date Type (Accounting Period, Week Worked), Include Burden Factor (True, False), User Branch, First Start Date, First End Date, Second Start Date, Second End Date | First Date Range, Second Date Range, Difference; All divided into Bill Hours, Bill Amount, GP Adj Bill, Gross Profit, GP%. Summary: (Total Difference) Gross Wages, GP Adj Pay, GP Adj Cost, Agency Cost, Employer Taxes, W.C., ER Contributions, Burden, Total Payroll Cost, Bill Amount, GP Adj Bill, Discount Amount, Total Billed Amount, Gross Profit, Non GP Adj Bill, Non GP Adj Pay, Non GP Adj Cost, DH Fee, Total Billed Hours, Total Paid Hours, No. of Customers | This report allows you to compare gross profit and hours between two specified time periods. |
| Invoice Register | Details invoices billed | Customer Name, Roll Up to Root Customer (True, False), Date Type (Accounting Period, Invoice Date), Group By, Start Date, End Date, Branch | Invoice #, Customer Name, Invoice Date, Invoice Amount, Sales Tax, Discount Amount, Finance Charge, Payment Amount, Balance Amount, Bill Amount. Summary: Bill Amount, Sales Tax, Discount Amount, Finance Charge, Payment Amount, Balance Amount, Bill Amount | This report gives a summary of invoices billed with associated details provides a good idea of a company’s revenue levels for the time period. |
| Invoice Status | Details the status of invoices billed and payments made | Date Type (Accounting Period Date, Invoice Date), Customer Name, Start Date, End Date, Include Zero Balance Invoice (True, False), Also Show Payment (True, False), Group By, Roll Up to Root Customer (True, False), Branch | Invoice Date, Invoice #, Payment terms, Invoice Amount, Payments, Balance, Finance Charge. Summary: (Total) Invoice Amount, Payments, Balance, Finance Charge, No. of Customers, No. of Invoices | This report makes it easy to pull information on the status of all invoices during a specific time period for a specific customer. |
| Invoiced Expenses | Details invoiced expenses | Date Type (Accounting Period Date, Invoice Date), Branch, Start Date, End Date, Customer Name, Group By, Transaction Type | Invoice Date, Invoice #, Customer Name, Department, Employee Name, Expense Type, Bill Amount. Summary: No. of Invoices, No. of Employees, No. of Customers, Total Amount Billed. | This report lists types of invoiced expenses and the costs associated with those expenses. It can be useful to run when there are questions about an invoiced total from a customer. |
| Management | Shows Billing, Payroll, Top 5 Customer GP, and AR Aging summaries broken down by Branch | Accounting Period Start Date, Accounting Period End Date, Branch, Include Burden Factor (True, False), Show Supplier info (True, False) | Billing: Type, Total Bill, Bill Amount, Units, Av. Unit, Av. Rate; Payroll: Type, Total Pay, Gross Wages, Units, Av. Unit, Av. Rate; Top 5 Customers: Name, Total Bill, Gross Profit, GP%, % of Sales; AR Aging: Total Due, Current, 0-30, 31-60, 61-90, >90 | This report gives a good summary of the AR Aging As Of report and can help to quickly determine outstanding AR balances without extraneous information. |
| OSHA 300A | Summarizes work-related injuries and illnesses | Year, Branch (Assignment), Claim Type, Report Based On, Root Customer Name, Root Customer ID, Change_Reason, Roll Up To Root Customer | Pulls up OSHA 300A Report Form with Establishment Name, Address, and Employee information prefilled with counts of the Number of Cases, Number of Days, and Injury and Illness Types Need to set up following Config ChoiceCodes: Main Category = WcClaimType, SystemName = ‘MedicalOnly’; MainCategory = WcClaimDate, SystemName = ‘InjuryDate’ |
This report makes it easy to pull some basic data on all claimed work injuries and illnesses. |
| OSHA Form 300 | Log of work related injuries and illnesses | Year, Branch (Assignment), Claim Type, Report Based On, Root Customer Name, Root Customer ID, Change_Reason, Roll Up To Root Customer | Case No. Employee's Name, Job Title, Date of Injury or Onset of Illness, Where the event occurred, Describe the Injury or Illness (All of these are prefilled on the form.) Need to set up following Config ChoiceCodes: Main Category = WcClaimType, SystemName = ‘MedicalOnly’; Main Category = WcClaimExtra, SystemName = ‘MostSeriousOutcome’, ‘No.oflostdays’, ‘No.ofOnJobTransfer’, ‘InjuryType’; MainCategory = WcClaimDate, SystemName = ‘InjuryDate’ |
This report makes it easy to pull some basic data on all claimed work injuries and illnesses. |
| Pay Bill Only Transaction | Shows transaction types that have "pay but no bill" or "bill but no pay" | Branch, Transaction Type, Show Type (Pay Only, Bill Only), Date Type (Accounting Period Date, Week Worked, Check Date, Invoice Date), Start Date, End Date, Group 1 (Branch, Customer Department, Root Customer, Employee, Transaction Type), Group 2 (Same), Customer | Accounting Period Date, Week Worked Date, Employee Name, Transaction Type, Pay Units, Pay Rate, Item Pay, Check Date, Check #. Summary: No. of Employee, No. of Customer, Total Unit, Item Totals | This report allows you to easily identify customers that either need to be billed for an order that has already been paid out, or have been billed for an order that hasn’t been paid out. |
| Paycheck Signoff | List of employees that are required to sign to notify of check receipt | Customer Name, Check Type (All, Live Checks, DD), Start Date, End Date, Group 1 (Branch, Customer, None), Group 2 (Same), Branch | Staffing Supplier, Employee Name, Check No., DD, Sign Below | This report can be used to ensure that each employee received his/her check. |
| Payment Register | Lists the direct deposit checks distributed | Date Type (Check Date, Accounting Period), Included on ACH File (Yes, No, Both), Start Date, End Date, Branch, Account Type | Check #, Type, Check Date, SSN, Employee ID, Employee Name, Receiving Bank, Net Amount, ACH Sent Date. Summary: (Total) No. of Employees, No. of Checks, Net Amount | This report is useful for a list of all of the direct deposit checks distributed during a specific time period. |
| Payroll Contribution | Shows employer contribution amounts for payroll. | Date Type (Check Date, Accounting Period), Start Date, End Date, Employee Name, Contribution Name, Group By (Check Date, Contribution Name, Employee Name), Payment Batch ID, Branch | Check Date, Branch, Check #, Employee Name, SSN, Gross Amount, Contribution Name, Contribution Amount, Total for Check Date | This is a great resource for crosschecking employer contributions when closing out payroll. |
| Payroll Detail by Customer | Shows payroll details by customer | Date Type (Accounting Period Date, Week Worked), Branch, Start Date, End Date, Customer Name, Include Burden Factor (True, False), Show Summary (True, False) | Employee Name, Accounting Period Date, Job Title, Paid Hours, Billed Hours, Gross Wages, Employer Taxes, WC and GL, Agency Cost, Total P/R Cost. Summary: No. of Customers, No. of Employees, Gross Wages, Employer Taxes, WC and GL, Agency Cost, Employer Contribution, Total P/R Cost. | This report shows all payroll details and can be useful when closing out payroll. |
| Payroll Journal | Shows payroll details by an employee | Branch, Date Type (Accounting Period Date, Check Date), Start Date, End Date, SSN, Bank, Show Summary (True, False) | Payee Name, Check #, Check Date, Gross Amount, Federal Taxes, FICA, MED, State Taxes, Other Taxes, Garnishments, Health Insurance, Other, Net Check, DD?, Check Status | This report shows all payroll details by an employee and can be useful for checking accuracy while closing out payroll. |
| Payroll Journal_CA | Shows payroll details by an employee. This shows the information on checks for Canada only. | Branch, Date Type, Start Date, End Date, SIN, Bank, Show Summary | Payee Name, Ck. #, Ck. Date, Gross Amn’t, Fed’l Taxes, Prov. Taxes, EI, CPP, PPIP, Other Taxes, Garn., Health Insur., Other, Net Check, DD, Ck. Status | This report shows all payroll details by an employee and can be useful for checking accuracy while closing out payroll. |
| Pressured W2 Report | Pressured W2 Report | Year, Branch, Primary Mailing Address, Primary Order By, SSN, Local Tax, WH Tax State, Employee Status, Include Electronic W2 (True, False), Show Corrected (True, False), Show ONLY Last 4 SSN (True, False) |
Generates a filled W2 Form for all selected employees. Note: FLI # included if state is New Jersey (NJ)
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This report makes generating W2 forms for all of your employees simple and easy. |
| Quarterly Withholding Schedule B | Year ID, Tax States, Quarter |
This report is designed to assist with filing state withholding as well as reconcile federal tax. |
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| Sales Tax Filing | List of sales tax charged to customers | Branch, Date Type (Invoice Date, Accounting Period Date), Start Date, End Date, Sales Tax Name, Show Summary (True, False) | Sales Tax Name, State, County, Customer, Sales, Taxable Sales, Sales Tax Rate, Tax Amount. Summary: No. of Employees, No. of Customers, Total Sales, Total Taxable Sales, Total Tax Amount. | This report is useful for filing sales tax at end of the year. |
| T4_CA | Canada standard T4 form | Branch, Year ID, SIN | Filled T4 form | This report makes it simple and easy to generate pre-filled T4 forms for all employees. |
| T4_A CA | Canada standard T4_A form | Branch, Year ID, SIN, and include instruction page | Filled T4_A form | This report makes it simple and easy to generate pre-filled T4_A forms for all employees. |
| Taxes Summary | Summarizes taxes for company | Start Date, End Date, Date Type (Accounting Period, Check Date), Supplier, Branch, Group 1 (Staffing Company, Branch, Tax State, Taxing Juris, Check Date), Group 2 (same), Group 3 (same), Group 4 (same), Tax Name | Taxing Juris, Gross Wages, Subject Wages, Taxable Wages, Tax Amount. Summary: (Grand Total) Federal Income Tax, FICA EE, FICA ER, FUTA ER, GA Administrative Assessment - SUI, GA SUI ER, GA WH. | This report is useful when making tax deposits, closing payroll, and paying taxes during year end. |
| Taxes Summary Lite | Brief taxes summary by branch | Branch, Date Type (Check Date, Accounting Period Date), Start Date, End Date, Show Local Taxes (True, False) | Tax Name, Gross Wages, Subject Wages, Taxable Wages, Tax Amount. Summary: Federal Income Tax, FICA EE, FICA ER, FUTA ER, MED EE, MED ER, GA WH, GA SUI ER, GA Administrative Assessment-SUI, Total Taxes, Total Gross Wages. | This report makes it easy to get tax due amounts in a summary form and helps to cross check billing totals. |
| Tax Remittance_EE | Employee tax remittance | Start Date, End Date, State(s), Supplier, Date Type (Check Date, Accounting Period Date), Tax Type, Show Employees with Zero Local Taxes (True, False) | SSN, Employee Name, Gross Wages, Subject Wages, Taxable Wages, Tax Amount | This report is useful for a detailed list of employee tax amounts paid by the employee broken down by tax type. |
| Tax Remittance_ER | Employer tax remittance | Start Date, End Date, State(s), Supplier, Date Type (Check Date, Accounting Period Date), Tax Type, Show Employees with Zero Local Taxes (True, False) | SSN, Employee Name, Gross Wages, Subject Wages, Taxable Wages, Tax Amount | This report is useful for a detailed list of employee tax amounts paid by the employer broken down by tax type. |
| Time Entry Batch Report by Accounting Period Date | Lists time entry batch reporting | Accounting Period Date, Branch, Batch ID | W/E Date, Employee Name, Phone, Job Title, Transaction Type, Pay Unit, Bill Unit, Pay Rate, Bill Rate, Item Pay, Item Bill, Start Date, End Date, Paid Date | This report is useful to see the total number of hours an employee worked and some details about their pay and bill rates grouped by Batch ID. |
| Time Entry Sheet View | Shows all time entries in sheet view | Branch, Time Entry Batch ID, Time Entered/Unentered (Both, Entered Only, Unentered Only), Transaction Type, Start Date, End Date, Order Type, Date Type (Accounting Period Date, Week Worked Date), Customer Name | Week Worked, Asg #, Branch, Employee Name, Customer, Batch ID, Transaction Type, Order ID, Pay Unit, Pay Rate, Pay Total, Bill Unit, Bill Rate, Bill Total, Margin Total, Margin Percent, Markup Percent | This report is useful to see the total number of hours an employee worked and some details about their pay and bill rates grouped by customer. |
| Unemployment Claim with Customer | Unemployment claim information | Branch, Date Type (Claim Received Date, Benefit Charge Date), Beginning Date, Ending Date, Claim Status, Charge Column (Max Benefit Charges, Potential Benefit Charges), Roll up to Root (True, False) | Customer Number, Customer/Department, Received Date, Employee, O/C Determination Status, Max Potential Charges, Actual To-Date Charges, Last Benefit Date | This report gives all unemployment claim information for an employee, as well as the information for the associated customer. |
| Unapplied Cash | Shows all unapplied cash | Branch, Customer Name, As Of Date, Group By (Branch, Root Customer) | Customer Name, Department Date, Unapplied Cash No., Entered Date, Original Unapplied Cash Amount, Payment Amount, Balance Amount, Invoice No., Posted Date, Payment Amount. Summary: Payment Amount, Total Balance Amount, No. of Customers | This report is a great resource for cross checking your accounts receivable and ensuring that all received payments have been applied to the corresponding invoices. |
| W2 Report 4 up Blank | Report 4 up template | Year, Branch, Primary Mailing Address, Primary Order By (First Name, Last Name, SSN, State), SSN, Local Tax, WH Tax State, Employee Status, Include Electronic W2s, Supplier, Show Corrected (True, False), Show ONLY Last 4 SSN (True, False) |
Generates a filled W2 Form Note: FLI # included if state is New Jersey (NJ)
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This report makes generating W2 forms for your employees simple and easy. |
| Wage Statement | Shows the wage details for an employee by check | Date Type (Check Date, Accounting Period Date), SSN, Start Date, End Date Employee Name | Check Date, Accounting Period, Check No., Hours Worked, Gross Wages, Total Taxes, Non-Tax Adj, Net Pay | Many of our clients print this report and submit it to their employees with their paychecks to provide them with all of their pay period wage information. |
| WC Cost by Claim | Details how worker comp claims affect gross profit | As Of Date, Claim No., Customer Name, Employee Name, Claim Status, Show Body (True, False), Group By, Branch | Employee Name, Claim #, Customer Name, Claim Date, WC Code, Claim Cost, Order #, Job Title, GP Before WC Cost, GP After Claim Cost, LTD Bill Amount, Customer YTD Bill Amount | This report is useful for determining the financial impact that a single or group of WC claims had on your company. |
| Worker Comp Cost | Shows worker comp costs by branch | Date Type (Accounting Period Date, Check Date), Group By (All, Branch, State, Customer, Order Type, WC Code, Employee), Start Date, End Date, Branch, Include Burden Factor (True, False) | Branch, Regular Wages, OT Wages, DT Wages, Other Wages, WC Wage, WC Cost. Summary: Reg Wages, OT Wages, DT Wages, Other Wages, WC Wage, WC Cost. | This report allows you to determine the total cost of WC claims for an entire branch along with additional wage information. |
| Workers Comp Detail AQ | This report displays list of the Worker Comp Codes. | Supplier Name, Start Date, and End Date | SupplierName, WorkerCompCode, State, WCCodeDescription, Processing Method, CountryCode, RatePercent, CostPercent, LNIEEPercent, LNIERPercent, StartDate, EndDate, DateEntered, EnteredBy |
Front and Back Office User Reports
Front and Back Office User Reports
| Name | Description | Parameters | Fields/Configuration Settings | Why is this report useful? |
| Accrued Hours | Details total hours for employees within a specified time period. | Customer Name, Employee Name, Assigned, Order ID, Start Date, End Date, Total Hours, Group By (Department, Employee, Order ID, Root Customer), Branch, Date Type (Accounting Period Date, Week Worked) | Employee Name, Employee ID, First Assignment Start Date, Hour (Broken into Reg, OT, DT, Vacation, Holiday, Other, Total for Date Range, Total Since First Assignment), Currently Assigned? | This report shows employee's hours in great detail and is useful for double checking entered hours, determining benefit qualification, and calculating any bonuses or holiday pay. |
| Customer Contact Message | Lists all messages associated with a contact, as well as the associated customer information | Customer Name, Date Type (Start Date, Entered Date), Start Date, End Date, Action Type, Branch | Customer Name, Department, Phone, Address, Contact Name, Phone Number, Email, Title, Role. Breaks down messages by Date, User, Message, and Contact Name. | This report shows a compact list of all messages sent to a particular contact. It can be useful when any former messages to a specific contact need to be retrieved for tracking. |
| New Hire | Shows all employees that received their first paycheck within a specified date range | Date Type (Accounting Period Date, Check Date), No. of Days, Start Date, End Date, Display Date, Branch | SSN, Employee Name, Address, City, State, Zip Code, Start Date | This report is useful if you need to report new hires or to get an idea of recent order fills. |
| Order Report | Shows basic order information for all active orders within a specified date range | Customer Name, Group By, User Type, User Name, Order Type, Branch, Show Open Order Graph (True, False), Order Status, Start Date, End Date | Order ID, Order Date, Type, Job Title, R#, P#, Pay Rate, Bill Rate, Supervisor, Contact Method. Summary: No. of Orders, No. of Customers, Total R#, Total P#. Graphs of the No. of Orders by User will show if Show Open Order = ‘True’. | This report gives a great overview of either specified order types or all order types entered in your database. The Orders Report also gives summary data. |
Management User Reports
Management User Reports
| Name | Description | Parameters | Fields/Configuration Settings | Who uses this report? |
| Branch Scorecard | Ranks your branches by several key performance indicators | Current Start Date, Current End Date, Comparison Start Date, Comparison End Date, Branch (Transaction), AR Aging Days | Branch, Total Hrs./Rank, Change in Hrs./Rank, Total Revenue/Rank, Change in Revenue/Rank, Avg. Bill Rate/Rank, Gross Profit/Rank, Gross Profit %/Rank, Gross Margin/Rank, Gross Margin %/Rank, #Orders Entered/Rank, #Emp. On Assignment/Rank, Avg. Hrs./Emp./Rank, #Asg. Ended, #Active Clients, #Billed Clients, %AR > X (designated in parameters) Days/Rank, Branch Score/Rank |
This report displays information that shows how all of the branches are performing based on a handful of key indicators. The Branch Score sums all of the rankings and shows how each branch compares to the others. The final report summary shows which branch is performing best in each analytical field. The Branch Scorecard can be sent as a regular PUSH report to your Management Team. This report is great for increasing Branch-to-Branch competition and understanding the overall health of your business. |
| Client Evaluation Report | See details of the Client Evaluation Report. | |||
| Gross Profit | See details of the Gross Profit Report. | |||
| Gross Profit and Hours Comparison | See details of the Gross Profit and Hours Comparison Report | |||
| Healthcare Exposure Analysis | Click the Report link to see details of the Healthcare Exposure Analysis Report. | |||
| I9 Audit Trail | Shows details regarding changes to the I-9 | Start Date, End Date, Date Type, Branch, SSN | EmployeeBranch, EmployeeID, EmployeeName, PrimaryContactMethod, Date Stamp, ACTIONType, UserName, value, ModifiedDate | Provides the details behind changes to the I9. |
| KPI Report | Creates graphs that illustrate the company's data. | Start Date, End Date, Branch | Gross Profit Comparison Graph, Gross Profit YTD Comparison Graph, Revenue Comparison Graph, Revenue YTD Comparison Graph, Billed Total Hours Comparison Graph, New Hire Comparison Graph, Average Turnover % Graph, Average Aging Graph | This report is a great resource for professionally formatted graphs to quickly illustrate your company’s data for presentation. This report can also be sent as a regular PUSH report to your internal management team. |
| Management | Click the Report link to see details of the Management Report. | |||
| OSHA 300A | Click the Report link to see details of the OSHA 300A Report. | |||
| OSHA Form 300 | Click the Report link to see details of the OSHA Form 300 Report. | |||
| Recruiter Metrics | Shows counts of recruiter actions for each week during a calendar year | Year, User Name, Message, Candidate Status, Performance Code, End Reason, Show Summary (True, False) | Shows dynamically populated Action Types from the Staffing Action table and gives counts for each, either for a specific recruiter or your entire branch, for each week of the year. | This is a great report to send as a PUSH to all recruiters and managers to illustrate how much activity they’ve recorded themselves, as a branch, and/or compared to the most active recruiter. |
| Sales History | Details sales history | Date Type (Accounting Period Date, Week Worked Date, Invoice Date), Group By, Start Date, End Date, User Level (Assignment, Customer, Employee, Other), User Type (Credit Analyst, Entered By, Operations Manager, Sales Rep), Customer Name, Branch | Branch, W/E Date, Invoice Date, REG Hours, OT Hours, DT Hours, Other Hours, Adj. Bill, Billed Amount, ACA Fees, Sales Tax, Discount, Invoice Amount, Finance Charge, % of Sales This Period. Summary: (Total) Billed Amount, Sales Tax, Discount, Invoice Amount, Finance Charge, Adj. Bill, Reg Hours, OT Hours, DT Hours, Other Hours, Total Billed Hours. | This report is useful for determining sales levels during a particular historical time period. |
| Staffing Action | See details of the Staffing Action Report. | |||
| User Scorecard Report | Ranks users by gross profit. | Start Date, End Date, Date Type, User Level, User Type | Rank, User Name, User Branch, Hours, Avg. Rate, Revenue, Wages, Gross Profit $, Gross Profit %, Gross Margin $, Gross Margin % | This report ranks your Users in terms of Gross Profit to help you to determine who are your top Account Managers, Sales Reps, and Recruiters. This report can also be sent as a regular PUSH report to your teams to help increase competition and productivity. |
Sales User Reports
Sales User Reports
| Name | Description | Parameters | Fields/Configuration Settings | Who uses this report? |
| Follow Up | See details of the Follow up Report. | |||
| Sales History | See details of the Sales History Report. | |||
Reports for All Users
Reports for All Users
| Name | Description | Parameters | Fields/Configuration Settings | Why is this report useful? |
| Dashboard Report | Constructs financial charts to summarize company health over time. | Start Date, End Date, Branch, No. of Years (Since), Show Report Contents (True, False) | Charts include Gross Profit, Assignment and Orders, Total Sales Over Time, Total Gross Profit Over Time, Yearly and Current Sales by Branch, Yearly and Current Gross Profit by Branch, Top 5 Customers by Total Bill and Gross Profit, Assignment Over Time, Total Sales by Order Type, and Gross Profit by Order Type | This report gives a good overview of metrics that gauge company performance. |
| Label 5160 | Generates formatted labels | Entity Type (Agency, Contact, Customer, Employee). Status, Contact Method, Address Type (Home, Previous, Secondary), Entity Name, Branch, Start Date, End Date, Exclude Last Check/Invoice Date (True, False), Show Contact Method (True, False) | Formatted label | This report makes label-making easy. |
Canadian Reports
Canadian Reports
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