All reports are organized into the following categories:
Time Clock Reports
Timesheet Reports
Headcount Reports
Revenue & Performance Reports
Each report includes built-in filters and exporting capabilities to help you tailor and download the information you need.
⏱️ Time Clock Reports
1. Daily Time Clock Report
Track employee clock-in and clock-out activity by day.
View clock-in/out types, missed punches, job orders, and contractor info.
Filters: Date, Type, Missed Status, Client, Job Order, Contractor
Adjust display timezone
2. No Show Report
Identify employees who were scheduled but did not report to work.
Detect absences early and take corrective action.
Ideal for same-day operations review.
📆 Timesheet Reports
3. Daily Timesheet Report
Overview of daily time entries submitted by candidates.
Displays saved timesheet entries per candidate for a selected day, including job order, shift date, hours worked, and pay rate details.
Filter by client and employment status.
4. Daily Timesheet Report (Detail)
Matrix-style breakdown of time entries by candidate and day.
Custom date range
Filter by client and employment status.
Identify missing entries or timesheet gaps.
5. Weekly Timesheet Report
Summarizes approved weekly time entries.
Breakdown of: RT (Regular Time), OT (Overtime), DT (Double Time)
Displays gross pay based on pay rate & frequency
Filter by date and client
6. Total Hours Billed by Period
Visualizes total hours billed across a given time frame.
Graphical display with date filters
Filter by client and account manager
Ideal for tracking billable volume over time.
👥 Headcount Reports
8. Active Employment Headcount by Period
Displays the number of active employees by day within a selected period.
Track active workforce trends
Filter by client and account manager
9. Active Employment Headcount by Client
Breaks down active headcount by client over a date range.
Compare client activity levels at a glance
Filterable and exportable
10. Account Manager Active Employment Headcount
View headcount assigned to each account manager.
Monitor individual workload and allocation
Supports team performance tracking
💰 Revenue & Performance Reports
11. Total Revenue Generated by Period
Track revenue (invoiced) over time.
Bar chart of revenue by month, quarter, or year
Filter by period, client, and account manager
12. Account Manager Revenue Performance Report
Compare revenue generated per account manager.
Great for performance tracking and forecasting
Drill into underperforming vs. top performers
13. Account Manager Hours Billed Performance Report
Monitor hours billed per account manager.
Supports productivity analysis and workforce allocation
Filter by time range and client
📤 Export Options
All reports support exporting in the following formats:
CSV
XLSX
JSON
PDF
You can also choose between:
Formatted (user-friendly, for presentation)
Unformatted (for data processing or spreadsheet modeling)
🧠 How to Access Reports
Go to the Staffing Workspace.
Select the Reports tab (📊 icon) in the left navigation.
Choose your report from the categorized sections.
Apply filters (date, client, type, etc.).
Export data or download the report.
