Invoice Detail Register - Direct Hire Invoice

This report provides detailed invoice information based on the invoice date range. Report is grouped by AR Company, Invoice Date and Invoice Number.

Executable Formats

This report can be executed in the following formats:

  • HTML
  • Excel
  • PDF (Portable Document Format)
  • RTF (Rich Text Format)
  • CSV (Comma Separated Values)

Accessing the Report

To access the Invoice Detail Register - Direct Hire Invoice:

  1. From the Navigator, select Reporting.
  2. From the fly-out menu, select Reporting & Analytics.
  3. From Reporting & Analytics page, select System Reports in the Folder/Report navigator.
  4. In the System Reports folder, select the Billing folder.
  5. In the Billing folder, single-click on Invoice Detail Register - Direct Hire and click on the Run Selected Report icon to run in HTML format or the Export Report icon and select the format. Alternatively, you can right-click on Invoice Detail Register - Direct Hire and select Run Report to run in HTML format or Export As > and then the format. You can also double-click on the report name to run it in HTML format.

Filters

The Invoice Detail Register - Direct Hire Invoice report has 2 filters:

  • Corporation: The Corporation associated with the Direct-Hire Invoice. This defaults to the Corporation associated with the logged-in user's default branch. While the filter allows you to select the Condition and the Value, the report is designed to only report on one corporation at a time and therefore, the only acceptable condition is "Equal To". You may then use the Value drop-list to select the Corporation on which to report. The drop-list displays Corporations for which Direct Hire Invoices were created based on Branch access.
  • Invoice Date: This defaults to the current month. Thus, if today is 02/12/2016, the report defaults to the Condition "Is Between" and the Values "02/01/2015" and "02/29/2016". You may change both the Condition and the Value. The Value depends on the Condition selected.

The following conditions are available:

  • Equal To: Date must be equal to the Value. There is only 1 Value option.
  • Not Equal To: Date must not be equal to the Value. There is only 1 Value option.
  • Less Than: Date must be earlier than the Value. There is only 1 Value option.
  • Less Than or Equal To: Date must be earlier than or equal to the Value. There is only 1 Value option.
  • Greater Than: Date must be later than the Value. There is only 1 Value option.
  • Greater Than or Equal To: Date must be later than or equal to the Value. There is only 1 Value option.
  • Is Between: Date must be between the two selected dates (inclusive). There are two Value options.
  • Is Not Between: Date must not be between the two selected dates (inclusive). There are two Value options.
  • Is One Of: Date must match one of the selected dates. There are multiple Value options.
  • Is Not One of: Date must not match any of the selected dates. There are multiple Value options.

You have the following Value options:

IMPORTANT! For performance purposes the following two items should be noted when using the Values droplist. First, in order to enhance performance, once a value is selected, the droplist only displays those items alphabetically/numerically AFTER the selected item. To see all items again, delete the value (select it and press Delete on your keyboard) and then use the droplist. All items will display. Second, in order to enhance performance, the droplist only displays a set number of records. If the list of possible values is longer than the displayed list, select the name at the bottom of the list as the value. When you next click the droplist, the rest of the items display.

  • <Blank>: By selecting the date in the Value column and deleting it, the Dashboard returns all possible Values. For example, if you leave the Date value blank when the Condition is Equal To, all Candidate Adds (for the specified branch) display in the table.

  • Single Value: To select a single value, you can click the Calendar icon to display a Calendar control allowing you to select a date. click the droplist and select the item from the list. You can click the down-arrow to select from a list of dates. You can also click the function icon (fx) to select from a list of relative dates (see below).

  • Double Values: To select two values, click the desired icon (see above) on each value and select the date.

  • Multiple Values: To select multiple values, click the desired icon on the top field to select a date to add to the list. You can also type the date and click the middle arrow to add it to the list. To see the items on the list, click the lower droplist. To remove an item from the list, click the red X to the right of the item.

You can enter a date one of 4 ways:

  • Type in the date (e.g. 02/14/2015).
  • Use the calendar control () to select a date.
  • Use the drop-list () to choose from a list of invoice dates (based on the other filtering criteria you've selected).

  • Use the function icon () to select from the following (all examples are based on Tuesday, July 14th, 2015 date):

    • Today: Inserts today's date (July 14, 2015).
    • Tomorrow: Inserts tomorrow's date (July 15, 2015).
    • Yesterday: Inserts yesterday's date (July 13, 2015).
    • Today Plus 7/30/60/90 Days: Inserts the day 7, 30, 60 or 90 days in the future (60 days = September 12, 2105).
    • Today Minus 7/30/60/90 Days: Inserts the day 7, 30, 60 or 90 days in the past (60 days = May 15, 2015).
    • First Day of Current/Last/Next Month: Inserts first day of selected month (Current = July 1, 2015).
    • Last Day of Current/Last/Next Month: Inserts last day of selected month (Current = July 31, 2015).
    • First Day of Current/Last/Next Year: Inserts first day of selected year (Current = January 1, 2015).
    • Last Day of Current/Last/Next Year: Inserts last day of selected year (Current = December 31, 2015).
    • First Day of Current/Last/Next Quarter: Inserts first day of selected quarter (Current = July 1,2015).
    • Last Day of Current/Last/Next Quarter: Inserts last day of selected quarter (Current = September 30, 2015).
    • Monday of Current/Last/Next Week: Inserts Monday of selected week (Current = July 13, 2015).
    • Friday of Current/Last/Next Week: Inserts Friday of selected week (Current = July 17, 2015).

Report Actions

The first page of the report displays category, sorting and filtering information...as well as the Title of the Report.

The main report displays Corporation totals at the beginning and then is sorted by AR Company Name, then Invoice Date and then Invoice Number. Detail from each invoice is displayed. Totals are listed for each invoice, for each Invoice Date and for each AR Company.

Filter Actions

You can filter the report by AR Company Name, Invoice Date, and Job Title.

If you select more than one filtering criteria, it acts with OR logic within the same category but as AND logic between categories. For example, if you select more than one AR Company Name, then both companies display on the report (OR logic). However, if you select an AR Company and a Job Title, then the Invoices displayed must be associated with BOTH the AR Company and Job Title (AND logic).

For the AR Company Name and Job Title, clicking on the box associated with a Company Name and/or Job Title toggles it between checked and unchecked. A checked box means the report is being filtered by the selected data. An unchecked box indicates that no filtering on the selected value is occurring.

For the Invoice Date, you can use a handy date range slider. The slider shows beginning and end dates based on the Invoice Date range you selected on the initial filtering screen. The dates don't exactly match because the slider only displays dates that have invoices associated with them. Thus, if you selected a 1/1/2015 start date, but there are no associated invoices until 1/20/2015, the slider will show an initial date of 1/20/2015.

By clicking on one of the endpoint balls and moving the mouse left or right...you can adjust the date range. The report will filter by the newly selected date range.

Note: You may not select a date prior to the original start date or after the original end date.

Sort Actions

You can sort the report by Invoice Date, Invoice Number, AR Company Name, Assignment ID, Billing Process ID, Invoice Sales Adjustment, Employee Last Name and Employee First Name by clicking on the appropriate icon on the left side of the report.

The first option sorts the selected column in ascending order (A to Z or 0 to 9) and the seconds sorts the selected column in descending order (Z to A or 9 to 0).

Column Actions

You can remove columns from the report in one of two ways.

First, you can uncheck the box beside the column you want to remove on the left side of the report. Second, you can right-click in the column at the top of the report and select Hide Column.

If you want to re-display the column, you can either check the box for the column (on the left side of the report) or right-click in the column to the left or right of the hidden column on top of the report and selectUnhide column to LeftorUnhide Column to Right(whichever is appropriate).

Report Actions

You can click on the AR Company Name to jump to the Company record, the Employee Name to jump to the Employee record, the Job Title to jump to the Job record and the Assignment ID to jump to the Placement record.

Note: Doing this closes the Reporting & Analytics report and removes all changes made to the report. Therefore, you should perform any actions with the report (e.g. executing an edited report, saving as a user report, etc.) before jumping to one of the records.

Right-clicking on a column header displays rich-text format controls allowing you to change the font, size, color and style of the selected text. You can also select to wrap text if it goes beyond the width of the cell borders.

Right-clicking on a cell in the table selects the data column as a whole. You can use the pop-up controls to change the font, size, color and style of the selected text (including word wrapping). You can also use the top drop-list to select the cells to which you would like to apply the new format. For example, you might want to highlight values above 50. In this case, right-click on a cell that displays "50", select how you want to present numbers in the list that are greater than 50 (e.g., bold, larger font, green color) and select "Apply to greater values" from the droplist. This causes all numbers in the column that are greater than 50 to use the new format (e.g., bold, larger font, green color).

The following options are available from the top droplist:

  • Apply to all: This applies any formatting changes to all rows in the selected table column.
  • Apply to equal values: This applies any formatting changes to only those rows in the selected table column that match the data in the selected cell.
  • Apply to unequal values: This applies any formatting changes to only those rows in the selected table column that do not match the data in the selected cell.
  • Apply to greater values: This applies any formatting changes to only those rows in the selected table column that are greater than the amount in the selected cell.
  • Apply to greater than or equal values: This applies any formatting changes to only those rows in the selected table column that are greater than or equal to the amount in the select cell.
  • Apply to lesser values: This applies any formatting changes to only those rows in the selected table column that are less than the amount in the selected cell.
  • Apply to less than or equal values: This applies any formatting changes to only those rows in the selected table column that are less than or equal to the amount in the select cell.

Toolbar Actions

The toolbar allows you to perform the following actions:

  • Clear Options: Clicking this icon allows you to undo changes you have made to the report. Once you click the icon, the following options display:

  • Clear All: This clears all changes you made to the report including sorting changes, column changes and styling changes. It basically reverts the report back to way it was originally presented.

  • Clear Styling Changes: This clears only styling changes. Styling changes include changes made to the report itself (e.g. changing the font, bolding or italicizing a cell, etc.). It does not impact sorting or column changes.

  • Clear Column Changes: This clears only column changes. Column changes include hiding columns. It does not affect sorting or styling changes.

  • Save Changes: This option saves the changes you made to the report. Since this report is a system-delivered report, you may not save changes to the report itself. However, you can save your changes as a user report. When saved as a User Report, the changes you made (hiding columns, changing sort order, changing styling) will only be seen when your user executes the report. Everyone else will see the report as it was originally designed. When you click on the icon, the following options display:

  • Save Changes as User Report: This saves your changes as a user report.

  • Delete User Report: This is only active if you have a User Report associated with the displayed report. If so, this option allows you to remove your User Report. This will cause you to lose all changes you have made and the next time you run the report, it will display as it was originally designed.

  • Execute Selected Report: This executes the report, with all changes included, in the format displayed. For example, if you click the Excel icon, the report will execute in Excel format. If you want to select a different format, use the droplist to select from:

    • : Excel

    • : PDF (Portable Document Format)

    • : RTF (Rich Text Format)

    • : CSV (Comma Separated Values)

    Note: Once you select one of the above options, you will have the option to open or save the newly formatted table. Make your selection and click OK.

  • Page locator and Find field

    The page locator allows you to quickly move through the pages of the report. The first icon moves to the first page of the report. The second icon moves to the previous page of the report. The third icon moves to the next page of the report and the last icon moves to the final page of the report. The field displays the page number you are on and the second number (after the slash) shows the total number of pages in the report. You can type a page number in the field to move directly to that page.

    The Find field allows you to quickly find information in the table. Type in all or a portion of a word or number in either the Column headers or the rows and all instances of it are highlighted in the table with the first instance selected. The up and down arrows allow you to move to the previous (up arrow) or next (down arrow) instance of the data you are trying to Find. This is helpful if the table contains a lot of data and you want to quickly move to a specific name or number in the table.