Use the charts provided below to identify which standard reports can be used to target which user roles.
♦ Matrix chart identifies what reports target which user roles.
♦ Definition & Type chart identifies what report Definition is the base used to create the report and the report format type.
Table of Contents
Contingent Staffing Reports - Matrix
| Standard Report | Client Sponsor | MSP/VMO | Hiring Manager | Supplier |
| Sourcing Reports | ||||
| MSP Open Requisition Summary | ✔ | ✔ |
|
|
| Open Request Summary | ✔ | ✔ |
|
|
| Request Activity Summary | ✔ | ✔ | ✔ |
|
| Request Activity Detail | ✔ | ✔ | ✔ |
|
| Supplier Performance Summary | ✔ | ✔ |
|
|
| Supplier Performance Summary – Supplier View |
|
|
| ✔ |
| MSP/VMO Savings | ✔ | ✔ |
|
|
| Request Cycle Time – Excluding Hold Time | ✔ | ✔ |
|
|
| Request Cycle Time – Including Hold Time | ✔ | ✔ |
|
|
| SLA – Requests Ready for Offer | ✔ | ✔ |
|
|
| Supplier Activity by Request – Supplier View |
| ✔ |
| ✔ |
| SLA – First Released to First Qualified | ✔ | ✔ |
|
|
| Management Reports | ||||
| Assignment Summary | ✔ | ✔ | ✔ |
|
| Assignment Detail Tracking |
| ✔ | ✔ |
|
| Contractor Tenure Report |
| ✔ | ✔ |
|
| Miscellaneous Fee |
| ✔ | ✔ |
|
| SLA - Assignment Rate Card to Default Rate Card | ✔ | ✔ |
|
|
| Early Termination |
| ✔ | ✔ |
|
| Timesheet Summary |
| ✔ | ✔ | ✔ |
| Timesheet Detail |
| ✔ | ✔ | ✔ |
| Missing Timesheet Report |
| ✔ | ✔ |
|
| Expense Detail |
| ✔ | ✔ |
|
| Assignment Extension Pending Approval |
| ✔ | ✔ |
|
| Assignment Expiration Tracking | ✔ | ✔ | ✔ |
|
| Assignment Budget Tracking | ✔ | ✔ | ✔ |
|
| Tenure Cooling | ✔ | ✔ | ✔ |
|
| Active Assignments Tenure Summary |
| ✔ | ✔ |
|
| Headcount by Job Title | ✔ | ✔ |
|
|
| Headcount by Supplier | ✔ | ✔ |
|
|
| Administrative Reports | ||||
| Job Taxonomy Lookup |
| ✔ |
|
|
| User Login Report |
| ✔ |
|
|
| Financial Reports | ||||
| Invoice and Accrual |
| ✔ |
|
|
| Expense Register |
| ✔ |
|
|
| Real Time Accrual |
| ✔ |
|
|
| Beeline Payment Register |
| ✔ |
|
|
| Beeline Combined Invoice – Standard |
| ✔ |
|
|
| Beeline Supplier Payment Register |
| ✔ |
| ✔ |
| Current Year Spend by Job Title | ✔ | ✔ |
|
|
| Current Year Spend by Supplier | ✔ | ✔ |
|
|
| Monthly Spend by Job Class | ✔ | ✔ |
|
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| Monthly Spend by Supplier | ✔ | ✔ |
|
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| Monthly Spend by Industry | ✔ | ✔ |
| ✔ |
Contingent Staffing Reports - Definition & Type
| Standard Report | Brief Description |
| Sourcing Reports | |
| MSP Open Requisition Summary (Request Definition) | This report provides measures of the performance of the client’s MSP or VMO representatives during the specified date range. This report can be used to measure performance on new requisitions, extensions/renewals, or both. This report details each MSP/VMO user, open positions at start, positions created, positions released based on one or multiple suppliers, positions filled based on one or multiple suppliers, positions canceled, and positions on hold.
(Report Type: List) |
| Open Request Summary (Request Definition) | This report is designed to provide a summary view of activity for Requests. It provides at-a-glance activity numbers for open requisitions.
(Report Type: List) |
| Request Activity Summary (Request Definition) | This report provides information about requests that are created for specified dates along with associated supplier activity for each request. This report groups requests by creator and start date and provides details for the requests and candidates submitted from each supplier.
(Report Type: Formatted Report) |
| Request Activity Detail (Request Definition) | This report provides information about requests created for specified dates and associated supplier activity for each request. This report groups requests by creator and start date and provides details for the requests and candidates submitted from each supplier.
(Report Type: Formatted Report) |
| Supplier Performance Summary (Request Definition) | This report is used to measure the relative performance of selected suppliers within a defined date range. This report displays the details of jobs received, candidates requested, positions responded to, qualified candidates, response times, and percentage of requested bill rates.
(Report Type: List) |
| Supplier Performance Summary – Supplier View (Supplier Definition) | The data visibility restrictions ensure that each supplier only sees their own data in this version of the Supplier Performance Summary report.
(Report Type: List) |
| MSP/VMO Savings (Request Definition) | This report provides a summary comparing the supplier-submitted rate and the actual negotiated billing rate. An input parameter allows the user to group the report by line of business (LOB), location, or MSP/VMO contact. In addition, a compliance impact statement provides the annualized difference between the two rates, displaying the amount either saved or overspent.
(Report Type: List) |
| Request Cycle Time (Request Definition) | This report provides the number of days positions are open, filled, rejected, or canceled within the selected time period. This report details the position type, total number of associated positions, and other categories by average number of days. Two versions of this report are available; one includes on-hold time in the cycle time calculation and one excludes it.
(Report Type: List) |
| SLA – Requests Ready for Offer (Request Definition) | This report provides measures for the time it takes to make an offer to the approved candidate. This report details the offer type, industry, count of qualified candidates, and related counts and percentages. This report includes offers for requests and extension requests.
(Report Type: List) |
| SLA – First Released to First Qualified (Request Definition) | This report provides measures for the time it takes after a request is released to a supplier to qualify a candidate. This report details the industry, count of qualified candidates, and average business hours to respond. The report provides parameters to filter based on industry.
(Report Type: List) |
| Supplier Activity by Request (Request Definition) | This report shows key indicators of supplier activity for each request with limited views for suppliers. This report displays candidate activity grouped by job title. Each job title grouping provides basic request information as well as metrics for candidate activity.
(Report Type: Formatted Report) |
| Management Reports | |
| Assignment Summary (Assignment Definition) | This report provides assignment information and can be used to generate a variety of different reports, including active assignments, assignments within a specified date range, assignments by cost center, etc.
(Report Type: Excel) |
| Assignment Detail Tracking (Assignment Definition) | This report provides information about changes to assignment records.
(Report Type: List) |
| Contractor Tenure Report (Assignment Definition) | This report provides the defined break in service time between assignments to keep within the same tenure period established by the client. This report details a list of contractors by supplier, displays the number of weeks and years on an assignment, and allows a search based on contractor’s tenure on each of their assignments.
(Report Type: Excel) |
| Miscellaneous Fee (Assignment Definition) | This report provides information to users so it can identify the different fees associated with the contractor and the status of those fees. This report details information about the fee status for a specific organization and job title. The fee represents special codes on assignments, which are outside the standard fee codes.
(Report Type: Formatted Report) |
| SLA - Assignment Rate Card to Default Rate Card (Assignment Definition) | This report provides a total count of rate cards, number above rate card, and the percentage above the rate card. This report details variances between the current rates and the default rate within the specified industry.
(Report Type: Formatted Report) |
| Early Termination (Assignment Definition) | This report provides a count of assignments that were terminated prior to the scheduled assignment end date. It also allows the user to drill down and view the details of the early termed assignments.
(Report Type: List) |
| Timesheet Summary (Operational Timesheet) | This report provides details for timesheets, which is useful for tracking and managing the time entry process. The report provides parameters to filter based on time period, organizational structure, status, supplier, and manager. Timesheet data is displayed onscreen within a formatted report output and can be exported into other applications for further data manipulation and presentation.
(Report Type: Formatted Report) |
| Timesheet Detail (Operational Timesheet) | This report provides timesheet details for contractors including work date, hours, timesheet status, submitted date, timesheet approver, and much more.
(Report Type: Formatted Report) |
| Missing Timesheet Report (Operational Timesheet) | This report provides insight into missing timesheets for the last 30 days. Data elements can be exported into other applications for further data manipulation.
(Report Type: List) |
| Expense Detail (Operational Expense) | This report contains detailed expense register information entered into Beeline Time & Expense. This report can be used to generate a variety of reports including expenses by expense date, expense type, status, and contractor for selected date periods.
(Report Type: Formatted Report) |
| Assignment Extension Pending Approval (Assignment Definition) | This list report displays approval details for assignment extensions with the ability to filter results. Details show information about the approval process, including resource, assignment, completed approval steps, and assigned approval steps awaiting action.
(Report Type: List) |
| Assignment Expiration Tracking (Assignment Definition) | This chart with drill-down report provides a summary and details for current active headcount due to off-board from assignments.
(Report Type: Chart) |
| Assignment Budget Tracking (Assignment Definition) | This report shows data comparing budget and spend information for each assignment and provides filters to limit the report results.
(Report Type: List) |
| Tenure Cooling (Assignment Definition) | This chart with drill-down report enumerates resources that are approaching eligibility based on tenure cooling period. The report details provide data about the resource tenure and their break in service.
(Report Type: Chart) |
| Active Assignments Tenure Summary (Assignment Definition) | This report provides a summarization of all active assignments and gives visibility into the length of time contractors have been working on assignments.
(Report Type: List) |
| Headcount by Job Title (Assignment Definition) | This chart report provides a snapshot of the count of active assignments grouped by job title. Users are able to drill into the report to see additional details, such as assignment ID, hiring manager, supplier, start and end dates, bill rate information, and more.
(Report Type: Chart) |
| Headcount by Supplier (Assignment Definition) | This chart report provides a snapshot of the count of active assignments grouped by supplier. Users are able to drill into the report to see additional details such as assignment ID, hiring manager, supplier, start and end dates, bill rate information, and more.
(Report Type: Chart) |
| Administrative Reports | |
| Job Taxonomy Lookup (Job Taxonomy) | This report details job class/job title mapping against request templates and rate cards. This report can be used for maintaining accurate job information.
(Report Type: List) |
| User Login Report (User Definition) | This report provides information about user activity and account user status.
(Report Type: List) |
| Financial Reports | |
| Invoice and Accrual (Financial Register) | This report provides details about the financial billing for the billing period(s) selected.
(Report Type: Formatted Report) |
| Expense Register (Financial Register) | This report gives users visibility to the expenses that have been paid within a specified expense period.
(Report Type: Formatted Report) |
| Real Time Accrual (Financial Register) | This report is designed to help users estimate the next billing cycle’s financial potential on a real-time basis. This report does not replace the existing accrual report and is only available for snapshot-in-time reporting.
(Report Type: Formatted Report) |
| Beeline Payment Register (Financial Register) | This report provides details about the financial billing, including the breakdown of fees for the billing period(s) selected.
(Report Type: Formatted Report) |
| Beeline Combined Invoice – Standard (Financial Register) | This report provides details about all time and material and milestone payments made to suppliers on projects for a specified billing period.
(Report Type: Formatted Report) |
| Beeline Supplier Payment Register (Financial Register) | This report provides suppliers with details about the financial billing by contractor for the billing period(s) selected.
(Report Type: Formatted Report) |
| Current Year Spend by Job Title (Financial Register) | This list with drill-down report shows the year-to-date spend across job titles and statement dates for the manager. The report drills down to details for spend.
(Report Type: List) |
| Current Year Spend by Supplier (Financial Register) | This list with drill-down report shows the year-to-date spend across suppliers and statement dates for the manager. The report drills down to details for spend.
(Report Type: List) |
| Monthly Spend by Job Class (Financial Register) | This list with drill-down report shows the monthly spend across job classes and statement dates for the manager. The report drills down to details for spend.
(Report Type: List) |
| Monthly Spend by Supplier (Financial Register) | This chart with drill-down report shows the year-to-date spend across suppliers and statement dates for the manager. The report drills down to details for spend.
(Report Type: Chart) |
| Monthly Spend by Industry (Financial Register) | This chart with drill-down report shows the monthly spend across labor categories and statement dates for the manager. The report drills down to details for spend.
(Report Type: Chart) |
| Persona | Module | Date Updated | Feedback? Email us: |
| PMO/VMO/MSP Users | Report Builder | Beeline Enterprise |