Reporting is highly advantageous when it comes to businesses being able to pull information from their system. They can provide an understanding of potential flaws and opportunities, influence long term management strategies and streamline processes.
There are four permission levels when it comes to reporting: Personal, Team, Team Granular and Analyst (please see related articles for further information).
You will only be able to view your own data.
You can view your own data as well as filtering to your team as a whole.
You'll be able to filter by team and filter to teams individual data.
There are no limitations, you will be able to filter on a per user basis, including teams.
When gathering financial data from the database, the Income Report will be able to provide numerous financial calculations associated with internal placements made within itris. Placements recorded as Did Not Start will not be included.
The data showing within the report will depend on the filters used and the date range you are filtering by.
Filtered By User
Filtered By Team
Each card will show the following totals, allowing comparison between users/teams:
- Permanent Placement Count
- Contract Placement Count
- Temporary Placement Count
- Income (total)
The income figure displayed within the card is the Total Estimated Value(s) for the date range filtered, minus any Rebates given. Therefore any timesheet orientated placements (contract or temporary with an interval charge) have their total estimated value calculated based on the date range filtered to and in turn the rates and shifts that apply during that period. All permanent placements as well as one off charge contract and temporary placements will show and are included within the income calculation, where the placement creation date(s) fall within the date range filtered to, apart from those recorded as, Did Not Start. Additionally, the income is shown in the user viewing the report's default currency and where applicable converted using the exchange rate history configured in the itris Management Utility
Each card will also display the total roles in the top right in a green circle.
There are several columns that show as default, however, this can be altered by using the Grid Columns (please see related articles for more information).
The placement value occurring within the filtered date range
The rebate value occurring within the filtered date range
|Within Rebate Period||Only applicable to fixed fee placements|
|Department||Department input on the Additional tab within the Placement Record|
|Job Function||Job Function input on the Details tab within the Placement Record|
|Work Capacity||Full Time/Part Time|
|Pay||Current base rate|
|Charge||Current base rate|
|Extended||This will be ticked if the placement has been extended 1 or more times|
|Career Level||E.g. Junior or Senior|
|Placement Reason||E.g. Maternity Cover, New Role|
Where the applicant came from e.g. Monster, CV Library
|Notice Period||E.g. "7 days" or "1 month"|
|Job Reference||Taken from the job record|
|PO Number||If applicable|
|Employment Type||For example, PAYE or LTD|
|Filled By||User that filled the role|