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Reports

The reports tab allows you access to the data insights needed to effectively monitor and manage your business inside of the VMS. Clicking on the report name takes you to the report filter page of that report where you can set the criteria of the report. You can filter on criteria like; date ranges, specific temps, clients, certifications, specialties, assignments, shifts, and more.

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Reports can be run on screen or exported to excel.​

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The following reports are available for you to run and are broken out by category:

Schedules

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​Staffing Schedule

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  • By Day Filled Orders shows all the orders filled with each temp and total hours for the given period grouped by day.

  • By Day Filled and Open Orders shows all the filled and open orders with the total hours worked for the given period grouped by day.

  • By Day Open Orders shows all the open orders with the total hours available for the given period grouped by day.

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Temp Schedules

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  • Temp Schedule shows the work schedule for your temps in the system.

  • Temp Availability shows the availability for your temps in the system.

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Client Schedules

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  • Client Schedule shows the shifts, orders, and hours worked broken down by client.

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Long Term Reports

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  • By Start Date shows long-term assignments based on the start date and all of the shifts worked under that assignment.

  • By End Date shows long-term assignments based on the end date and all of the shifts worked under that assignment.

  • By Scheduled Date Range shows long-term assignments between the set date range and all of the shifts worked under that assignment.

  • By Entered Date shows long-term assignments based on the created date based set date range and all of the shifts worked under that assignment.

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Profiles

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Temp Profiles

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  • Temp Profiles shows all of your temps in the system.

    • Can also include license status and journal entries for temps.

    • Can include facility relationships (ex. Oriented, worked, etc)

  • Temp Profiles by Certification shows all of your temps in the system sorted by certification.

    • Can also include license status and journal entries for temps.

    • Can include facility relationships (ex. Oriented, worked, etc)

  • Temp Profiles with Notes & Journal shows all notes and journal entries for your tems.

    • Can also include license status and journal entries for temps.

    • Can include facility relationships (ex. Oriented, worked, etc)

  • Temp Profiles with License Expire shows all temps in the system with licenses that have expired.

    • Can also include license status and journal entries for temps.

    • Can include facility relationships (ex. Oriented, worked, etc)

  • Compliance Report shows the compliance status of all your temps.

    • Used to determine the compliance status of all temps in the system.

    • Can be set to determine; out of compliance credentials, in compliance credentials, all required credentials, and 100% compliance

  • Evaluations Report

    • Any client evaluations of temps who worked for a set time period and the evaluation score the temp received.

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Other/Management

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Journal

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  • Journal Activity shows all the system activities in detail. Includes order and assignment creation, changes, requests, filled, time entry and more.

    • Can be filtered to specific client(s) or temp(s) to track particular activities.

  • Journal Activity Summary shows a summary of activities grouped by user and region.

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Accounting

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  • Accounts Payable Report shows the breakdown of shifts, hours, and pay rate. Can be used to determine what you will be paid for the work completed.

  • Timecard Summary shows all the individual timecards for each temp’s completed shifts and their status.

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