Reports Overview

Infinity allows you to run reports within Infinity that can output data and statistics into different formats (XLS, PDF, CSV). Please also review Voyager Business Intelligence for interactive reports and dashboards, you can even create your own reports using our Voyager Business Intelligence portal.

Clicking on the reports button (on the Quick Access Toolbar) will load up the Infinity Reports.

 

The left hand Panel shows the Report Folders available to you, reports have different access rights dependent on how the system administrator has set them up.

You have the ability to make a report a favourite by clicking on the favourite button

You have two types of report, Excel and standard. Excel reports are specifically designed to output straight to Excel, Standard reports will output into Voyager, these can be printed or exported to a variety of file types (this does include Excel's XLS).

Any report that doesn't have (Excel) in brackets is a standard report type. Select the appropriate report and click on Open or double click on it.

Once you open the report the Infinity Report window will open

 

You will see the Parameters panel on the left hand side, where you will be given parameters you can set, some reports will require start and end dates, consultant name / ALL / Team name and any other specific parameter required appropriate for the report you are creating.  Enter the parameters and then click on Submit

The report will then be produced and previewed in the main panel.  The options in the ribbon bar are now available.

	Print Quick Print – Will complete a printout using your default settings Parameters – Enables you to hide/unhide the Parameters panel
	Page Setup Enables you to set the printing scale, margins, orientation and size of paper you are printing NB:- You also have the which will give you access to the page setup screen
	Navigation Find binoculars allow you to search for a key word in the report You also have the navigation arrows so you can go through page by page
	Zoom Cursor tools allow you to have the pointer (default), manually scroll through pages or zoom in and out Setup the number of pages in preview and general zooming of the preview page
	Page Background Page Colour and watermark settings allow you to set the colour and watermark in the background of the report
	Export The top option allows you to export the report into different file types The bottom option allows you to email the report in different file types PDF, HTML, MHT, RTF, XLS, XLSX, CSV, TXT or as an image

 

 

Any report that has (Excel) are defined as Excel reports and these have been specifically designed for Excel, it will depend on your permissions whether you are able to run this type of report, see your system administrator for more details.

Select the appropriate report and click on Open or double click on it.

A dialogue box will appear with the parameter options available for the report, enter the requirements and click submit, this will open Excel and the report.

 

Candidate Attribute Dictionary Statistics

Gives you your attribute dictionary in order of prevalence

This report can be created as PDF, XLS, XLSX, CSV formats

 

Candidate Job Title Dictionary Statistics

Gives you your job titles dictionary in order of prevalence

This report can be created as PDF, XLS, XLSX, CSV formats

 

Candidates Added (Excel)

Parameters available - From and To dates, Consultant (All / individual)

Column Options include:

Code	Candidate ID
Candidate	Candidate name (forename and surname (known as name if defined)
Current Employment	Will list all work history entries that are marked as current
Based In	Based in from record
Status	Candidate status in record
Date Added	Will display the date the record was added
Consultant	Will display the consultant (shortname)who added the candidate
Candidate Custom Fields	Will include a column for each custom field within the record

 

Gives you a list of candidates that have been added to Infinity between dates:

This report can be created as XLSX, CSV formats

 

Contractors Currently Working

Parameters available - From and To dates, Consultant (All / Individual)

Column Options include:

Placement Code	Placement ID
Placement Alternate Code	Placement Alternate code from record
Job Code	Job ID
Placement Job Title	Job Title displayed within placement record (sourced from job record)
Client Ref	Client Ref field from placement record
Placement Notes	text content from the notes field within placement record
Placement Status	Status fielkd from placement record (updated according to activity recorded
Candidate	Candidate name (forename and surname)
Candidate Telephone	Candidate Phone number (will display the first entered phone number)
Candidate Mobile	Candidate mobile number (will display the first entered mobile number)
Candidate Email	Candidate email address (will display the first entered email address)
Company	Company name (sourced from the job record)
Main Contact	Main contact in placement record (can be edited within placement record)
Placement Location	Location name from placement record (sourced from job record)
Reports To	The reports to contact recorded within the placement record
Contact Telephone	Main contacts telephone number (first created
Contact Mobile	Main contacts mobile number
Contact Email	Main contacts email address
Start Date	Start date of placement as recorded within placement record
End Date	End Date of placement as recorded within placement record
Pay Currency	Pay currency as recorded within the placement rate grid
Charge Currency	Charge Currency as recorded within the placement record (sourced from the job record)
Consultant	Will display the consultants included within the splits grid and include the split %, if more than 1 will display additional columns for additional consultant(s)
Job IR35 Status	IR35 status recorded within the job record
Job IR35 Verified	IR35 verified from job record (ticked will display YES, unticked will display NO)
Placement Worker Type	Worker type recorded within the placement record
Placement IR35 Status	IR35 status as displayed within the placement record
Rate Type	Will display the rate types included within the rates grid and include the rate name if more than 1 will display additional columns for additional rate(s)
Is Core Rate	If set as a core rate will display YES
Pay Rate	amount recorded within rate grid
Base Pay rate	base pay rate recorded within the rate grid
Holiday Pay	holiday pay displayed within rate info within rate grid (calculated from financial settings)
Total Pay	Total pay displayed within rate grid
National Insurance	National insurance displayed within rate info within rate grid (calculated from financial settings)
Total Cost	Total cost display within rate grid
Charge Rate	Charge rate displayed within rate grid
Base Charge Rate	Base Charge rate as displayed within the rate grid
Profit	Profit as displayed within rate grid
Frequency	Frequency / interval of rate displayed within rate grid
Margin	Margin as displayed within the rate grid
Markup	Markup as displayed within the rate grid
Rate Start	Rate start date as displayed within the rate grid
Rate End	Rate end date as displayed within the rate grid
Project Code	Project code displayed in placement record
Placement Custom Fields	Will include a column for each custom field within the placements record
Job Custom Fields	Will include a column for each custom field within the job record

 

Allows you to report on candidates who are currently “Working for us”

Expired and Expiring Qualification (Excel)

Parameters available - Expires From and To dates, Inc. blank expiry dates tick box:

Expired Qualifications List

Parameters available (Sector Id (Public only) and Show Working For Us tick box

Allows you to report on candidates with expired qualifications

Periodic Candidate Source Statistics

Parameters available - From and To dates

Allows you to report on the sources of your candidates

Potential Duplicate Candidates

Reports on all candidates who are potential duplicates

Temps Currently Working (Excel)

Parameters available - From and To dates, Consultant (All / Individual)

Column options include:

Placement Code	Placement ID
Placement Alternate Code	Placement Alternate code from record
Job Code	Job ID
Placement Title	Job Title displayed within placement record (sourced from job record)
Client Ref	Client Ref field from placement record
Alert	Alert content displayed within placement record
Placement Notes	Text content displayed within the placement notes field
Candidate's First Temp Shift	Displays the first shift date for the placement (irrespective of date range of report)
Breaks	Displays how the placement's shift breaks should be paid/charged
Candidate Code	Candidate ID
Candidate Alternate Code	Candidate alternate code
Candidate	Candidate name (forename and surname)
Candidate Telephone	Candidate Phone number (will display the first entered phone number)
Candidate Mobile	Candidate mobile number (will display the first entered mobile number)
Candidate Email	Candidate email address (will display the first entered email address)
Candidate Worker Type	Worker Type as recorded within the candidate financials at the time of placement (this can be updated retrospectively)
Company	Company name (sourced from the job record)
Main Contact	Main contact in placement record (can be edited within placement record)
Placement Location	Location name from placement record (sourced from job record)
Reports To	The reports to contact recorded within the placement record
Contact Telephone	Main contacts telephone number (first created
Contact Mobile	Main contacts mobile number
Contact Email	Main contacts email address
First Shift	First shift date of placement as recorded within placement shift calendar
Last Shift	Last shift date of placement as recorded within placement shift calendar
Shift Days - Shift Times	Will display shift times of the shift (09:00 - 17:00) with a column for each day (max 30 days outputted in report)
Shift Days - Shift Hours	Will display shift hours (8.5) with a column for each day (max of 30 days outputted in report)
Shift Days - Shift Days	Will display a 1 where a shift is present for each day (max of 30 days outputted in report)
Shift Days - Shift Breaks	Will display the break length assigned to the shift
Shift Days - Core Rate	Display the core rate recorded against that shift (access placement calendar to review rate types against shifts)
Shift Days - Shift Status	Displays the shift status set against the shift (as displayed within shift planner, awaiting confirmation or confirmed, time worked, started)
Total Hours	Calculates total hours for all shifts
Total Shifts	Calculates total number of shifts
Total Days	Calculates total number of days
Total Pay	Calculates total pay for all shifts
Total Charge	Calculates total charge for all shifts
Total Profit	Calculates total profit for all shifts
Pay Currency	Pay currency as recorded within the placement rate grid
Charge Currency	Charge Currency as recorded within the placement record (sourced from the job record)
Consultant	Will display the consultants included within the splits grid and include the split %, if more than 1 will display additional columns for additional consultant(s)
Placement IR35 Status	IR35 status as displayed within the placement record
Back Office Sector Name	Back Office Sector for the placement - this is defaulted by Company and / or user
Division Department Splits - Division	Back Office Division for the placement - this is defaulted by Company and / or user
Division Department Splits - Department	Back Office Department for the placement - this is defaulted by Company and / or user
Division Department Splits - Split	Back Office Splits for the placement - this is defaulted by Company and / or user
Rates - Rate Type	Will display the rate types included within the rates grid and include the rate name if more than 1 will display additional columns for additional rate(s)
Rates - Is Core Rate	If set as a core rate will display YES
Rates - Pay Rate	amount recorded within rate grid
Rates - Base Pay rate	base pay rate recorded within the rate grid
Rates - Holiday Pay	holiday pay displayed within rate info within rate grid (calculated from financial settings)
Rates - Total Pay	Total pay displayed within rate grid
Rates - National Insurance	National insurance displayed within rate info within rate grid (calculated from financial settings)
Rates - Total Cost	Total cost display within rate grid
Rates - Charge Rate	Charge rate displayed within rate grid
Rates - Base Charge Rate	Base Charge rate as displayed within the rate grid
Rates - Profit	Profit as displayed within rate grid
Rates - Frequency	Frequency / interval of rate displayed within rate grid
Rates - Margin	Margin as displayed within the rate grid
Rates - Markup	Markup as displayed within the rate grid
Rates - Rate Start	Rate start date as displayed within the rate grid
Rates - Rate End	Rate end date as displayed within the rate grid
Placement Custom Fields	Will include a column for each custom field within the placements record
Job Custom Fields	Will include a column for each custom field within the job record

Sorting options:

Placement Code	Outputs the report ordering by oldest placement code (lowest)
Company, Location, Job Title	Outputs the report ordering by Company name, then by location, then by job title

 

Column Ordering options:

Placement, Candidate, Company, other	will display the chosen column groups in this order (left to right)
Company, Candidate, Placement, other	will display the chosen column groups in this order (left to right)

 

Candidates with First Temp Shift Only - tick to only include candidates that are starting their first shift within the date range set

Placements with First Temp Shift Only - tick to only include placements where their first shift is in the date range.

Both options are off as default and only one option can be ticked at a time.

 

Allows you to report on candidates who are currently “Temping for us”

 

Unpaid and Uncharged’ breaks output calculation changes

When a placement is set to ‘Unpaid and Uncharged’ Breaks, the break length is deducted from the shift hours in the following areas of the reports.

The shift ‘Hours’ column

As per the example highlighted in red above:

• The shift 09:00 – 17:00 is 8.00 hours
• Minus the shift break of 50 minutes (50/60 = 0.83 decimal)
• This leaves the ‘Hours’ as 7.17 (decimal)

 

The ‘Total’ columns

• Total Hours – shows the total hours for all hours (shifts hours - break) in the row.
• Total Pay – if hourly rates, is calculated by multiplying the number of hours in the shift (shift - break), by the pay rate for the relevant rate.
• Total Charge – if hourly rates, is calculated by multiplying the number of hours in the shift (shift - break), by the charge rate for the relevant rate.
• Total Profit – if hourly rates, is calculated by multiplying the number of hours in the shift (shift - break), by the profit for the relevant rate.

Note: The ‘Shift Days’ and ‘Total Days’ columns work as per existing functionality and break lengths are not first deducted from the shift hours when converting to half or full days.

 

Companies Added (Excel)

Parameters available - From and To dates, Consultant (All / Team / Individual), Entities (All / Companies / Locations / Contacts)

Column options include:

Code	Infinity record code
Date Added	Date the entity was added
Company	name of company
Location	name of location
Contact	name of contact
Consultant	name of consultant who added record
Company Custom Fields	custom fields held within the company entity (if applicable)
Location Custom Fields	custom fields held within the location entity (if applicable)
Contact Custom Fields	custom fields held within the contact entity (if applicable)

 

Allows you to review the Companies / Locations / Contacts that have been added to the database

Consultant Statistics - Landscape (Excel)

Parameters available - Start and End dates, Consultant (All / Team / Individual)

Column chooser:

Allows you to review an array of statistics and ratio’s for all consultants

Columns selected are grouped together into types:

• Candidate

• Perm / Cont / Fixed Term Jobs

• Temp Jobs

• Client

• Ratio's

 

 

Consultant Statistics - Portrait

Parameters available - Start and End dates, Consultant (All / Team / Individual)

Allows you to review key statistics and ratio’s (one page per consultant)

Call Backs

Parameters available - Consultant (All / Team / Individual), Types (Candidate / Company / Both)

Allows you review the call backs that are set in the system

Communications (Excel)

Parameters available - From and To dates, Sector (Public only), Logged by (All / Team / Individual)

Allows you to review events logged

Completed Call Backs

Parameters available - From and To dates, Consultant (All / Team / Individual)

Allows you to review the call backs that have been completed

CV's Submitted (Excel)

Parameters available - From and To dates, Consultant (All / Team / Individual), Submit Type (All / Spec CVs / Spec Summaries / Job CVs / Job Summaries)

Allows you to review the submission activity carried out

Database Statistics

Allows you to review the overall statistics of the database

Test Statistics

Test statistics within a date range

Tests Assigned (Excel)

List all tests added to candidates within the date range

User Defined Events

Parameters available - From and To dates, Sector (Public only), Consultant (All / Team / Individual), Event Actions (multi-select), Types (Candidates / Contacts / Both)

Allows you to review a user defined event(s)

Interviews Occurring (Excel)

Parameters available - From and To dates, Sector (Public only), Consultant (All / Team / Individual)

Allows you to review the interviews that are due to occur

Closed Job Reports (Excel)

Parameters available - Start and end dates, Consultant (All / Team / Individual)

Jobs that are closed within the date range and includes statistics on CVs, interviews and placements (which are not filtered by the date range). The Excel file will open with two tabs one for jobs closed by consultant and one by companies closed jobs (collated statistics)

Jobs Closed by Consultant tab

Jobs Closed by Client tab

Job Details

Parameters available – Start on or after and Start on or before, Job status (All, Current, Closed) Consultant (All / Team / Individual)

Allows you to see the jobs due to start with details of CV’s submitted, interviews and placements

Job Export

Parameters available – From and To dates

Allows you to review jobs that you have posted to your own website

NB:- we would recommend that you export this to Excel

Job Statistics

Parameters available - From and To dates, Consultant (All / Team / Individual), Current jobs only tick box and Job Type (All, Perm, Contract, Fixed Term)

Allows you to review key statistics for each job, including CV’s sent, Interviews (by level) and placement(s). It also includes totals

Jobs Added (Excel)

Parameters available – From and To dates, Consultant (All / Individual), Status (Closed / Current / All)

Allows you to review the jobs that have been added to the system

Job Retainers (Excel)

Parameters available - Start and End dates (jobs created date), Consultant (All / Team / individual) and includes a column chooser

Allows you to review job retainer payments

 

Contract Finishers (Excel)

(includes Contract and FIxed Term placements) Parameters available – From and To dates, Exclude Perm tick box

Allows you to see the current status of candidates who are at interview stage onwards

Placements Added (Excel)

Parameters available – From and To dates, Sector (Public only), Consultant (All, Team, individuals)

Allows you to review the placements that have been logged, irrespective of start date

Contract and Perm Starters

Parameters available – From and To dates, Sector (Public only)

Allows you to review candidates that have start dates within the date range

Temp Starters

Parameters available - From and To dates, Consultant (All, Team, individuals)

Allows you to review all Temp starters, first shift of a placement, due within the date range

Temp Cancelled Shifts, Removed Candidates and Lateness

Parameters available - From and To dates

Allows you to review any cancelled shifts, including removed candidates and late logs within a date range

Temp Payroll Export

Parameters available - From and To dates, Consultant (All, Team, individuals)

Columns: choose which columns you require in the report

The below displays all columns (except CIS details)