Reports Available to Consultants

Assignment Summary:

The Assignment Summary provides key information from the assignment end date perspective, therefore allowing the assignment administrator to monitor assignments nearing their end date and extend dates if necessary

Outstanding Timesheet Values:

This report gives you a list of all timesheets which do not have a status of Timesheet Received, including pay and bill details.

Outstanding Document Report:  

This report will show any outstanding compliance documents outstanding in the compliance portal. You are able to filter this report by different statuses. 

Forecast Revenue:

This report gives you a revenue forecast based on assignment information for the current year from January to December, but will also include actual values once the timesheets have been processed.

Gross Margin:

The Gross Margin report lists the pay and bill amounts for each client and includes any cost element (Employer’s National Insurance on any PAYE-type items) to arrive at the gross margin figure.

Split Margin Report:

This report shows the margin figures for each timesheet split by consultant percentage.