Reporting Overview. Table of Contents. Accessing and Viewing Your Reports... 2

Transcription

1 Table of Contents Accessing and Viewing Your Reports... 2 My Reports Library... 3 Viewing Reports... 3 Standard Reports... 4 Customizable Reports Report Library: List of All FLEX Reports Billing Reports... 6 Worker Reports... 7 Business Validation Reports... 7 NIKE Client Reports... 7 Export Reports... 7 Requisition Reports... 8

2 Accessing and Viewing Your Reports From the FLEX Homepage, click on the Reporting tab on the navigation pane. After clicking on the Reporting tab, you will see a subdirectory view displaying three options, with Reports Library as the default tab: Dashboard Reports Library Discovery The Reports Library tab shows a My Reports Library and Standard Reports

3 My Reports Library In the My Reports Library, managers can add reports that they use regularly by clicking on the Star to the left side of the report in the Standards Reports section. Those reports that are Starred automatically move to the My Reports Library. To remove a report from the My Reports Library, a user simply needs to click on the highlighted star to the left of the report and it will disappear from the My Reports Library. To generate and view a report, a user simply needs to click on the report name, which opens up a new window that contains a list of different data/field options. The report can be generated as a: Web Page PDF Unformatted Excel File Viewing Reports All available FLEX reports will be listed below the My Reports Library in a section called Standard Reports. The reports are organized alphabetically, to find a specific report you can use the search bar above the list of reports. You may also sort by clicking on any of the column headings (Report Name, Category, Description, etc.) Additionally, you can filter reports using the two drop down menu s to the right of the search bar. The Starred drop down will allow you to look at all the reports with or without stars. The Category drop down menu will allow you to sort the reports based on what category of report you need. The available categories include: All Billing Biz Val Client Export Invoicing Supplier Worker

4 Standard Reports Identifying and Using Standard Reports Once a manager has identified which Standard report to use, the manager will click on the Report Name to begin generating the report. The standard reports will bring up several lists of filters. The list of filters will be different depending on the report being generated. Standard reports are generated per-use and cannot be saved. At the bottom of the Standard Report, managers will be given options on how the report is to be generated. They can be sent via or exported via the button options ( Run Report as Web Page, Run Report as Excel, etc). Some Standard Reports will show different export options. Customizable Reports Identifying and Using Customizable Reports Once a manager has identified the Customizable Report, they simply click on the Report Name to initiate the report-generation process. The left side of the screen opens a list of filtering options the enable managers to sort the report to match their business requirements. Some of the sort option categories include: Operational Unit Company Cost Center Worker Name Supplier

5 Report actions are listed on the upper right side of the screen. These include: 1. Add/Remove Columns a. This feature allows you to add or remove information columns from the selected report b. Not all columns will be on a default report 2. Schedule a. This feature will allow you to run a report at an interval of your choice. Ex: Daily, Weekly, Every Tuesday, Monthly, etc. b. You can schedule up to 15 reports 3. Save As a. After customizing a report, you can save it with a specific name b. You can access the saved report from the My Reports Library Section 4. Export a. This feature will take the report from FLEX and open in it in the desired format (excel, pdf, or view your recent export history) 5. Run Report a. This will update your report for any information you may have changed b. If you select new columns, or adjust filters please press this button before exporting

6 Billing Reports Reports Library A list of all reports within FLEX and their functions *indicates the report is one of the top used reports from page 2 Billing Reports Billing Line Item* Billing* Project Engagement Financials Customized Billing Report Expense Trend Funds Depletion- Budgeted Amount* Funds Depletion- PO Amount Monthly Billing Accrual Monthly Billing Summary Overtime Billing Report* Pending Expense* Rejected Billing Total Spend Category Total Spend Department Total Spend Location Total Spend Manager Total Spend Summary* Total Spend Supplier Provides an overview of billing line items from its creation through invoicing and includes pending invoices to be billed. Provides an overview of billing information related to invoiced timecards in either a summarized or detailed view. The Project Engagement Financial Report summarizes the quote, budget and invoicing of project engagements The Billing Report is a comprehensive overview of billing information related to invoiced timecards Allows NIKE Manager to track trends on expenses submitted Details the depletion of funds for active engagements. Provides funds depletion information on active orders for PO s Listing of billing accrual information for a designated month and year Provides billing data summarized by manager or department and selected month. Provides the overtime hours and overtime dollar amounts invoiced for the date range specified. Identifies expenses that have been entered in FLEX that are awaiting either supplier approval, receipts, or final NIKE approval. Shows all time entries that have been rejected by the NIKE Manager Shows spend broken down by category Shows spend broken down by department Shows spend broken down by location Shows spend broken down by manager Shows spend broken down by summary Shows spend broken down by supplier

7 Worker Reports Worker Project Worker Managed Services Worker Skill Assessment Working Staffing/Direct Hire Overview of workers that are or were contacted to filled project requisitions Overview of workers that are or were contacted to filled managed services requisitions Listing of workers and their corresponding YourSource and Rating information Overview of workers that are or were contacted to staffing/payroll filled requisitions Business Validation Reports Compliance Listing Compliance Overview Provides details on completed business validation screenings with optional details information on documentation and screening data Listing of BizVal screenings where NIKE chose to override the FLEX recommendation NIKE Client Reports Client Delegates Overview of delegates that have been assigned by managers to perform tasks on their behalf Export Reports Approval Billing Batch Export Approval Listing Report* Candidate Export* Extension Approval Tracking LEGACY: Requisition Data Export Requisition Data Export* Overview of all approval billing batch related information Provides detailed data for engagements with exception approvals that are pending, completed, or denied. Candidate information related to the resume submission process, outlining workers submitted for manager requests, supplier comments, bill rate & status of subsequent outcome Provides summary and detail overview of the end date extensions that are taking place The old version of the requisition data export report. Overview of all requisition related information An overview of all request & engagement related information.

8 Requisition Reports Incomplete Requisition Interview Information Project Billing Activity Report Requisition Activity by Week Requisition Activity Overview Requisition Change Request* Requisition Project Requisition Sourcing Managed Services Requisition Sourcing Project Report* Requisition Sourcing Staffing Report* Requisition Staffing Provides a list of requisitions that have a status of incomplete and are queued for system Provides a detailed listing of scheduled interviews. Use this report to follow up with appropriate parties or to obtain interview feedback. Overview of project billing information related to Milestones, Materials, and Positions Provides a weekly view of the requisitions activity by Supplier, Location, and Category Provides an overview of the requisitions activity by Supplier, Location and Category Displays all extension requests and bill rate change requests made by managers through FLEX during the specific date range Used to view detailed information of requisitions that have candidates assigned Used to review requisitions throughout their sourcing lifecycle prior to a candidate being assigned Used to review project requisitions throughout their sourcing lifecycle prior to a candidate/quote being accepted. It can be used to review resumes, interviews, and sourcing activity that occurred on the requisition. Used to review supplier sourced requisitions throughout their sourcing lifecycle prior to a candidate being accepted. It can be used to review resumes, interviews, and sourcing activity that occurred on the requisition. Used to view detailed information of requisitions that have candidates assigned Resume Overview Filled/Closed Resume Overview Pending Search Criteria Provides detailed resume information for filled and closed requisitions Provides detailed resume information for pending requisitions