Engagement Data Export

This report produces information in regards to engagements on record for a client organizations.

The Billing Rate Type Detail Report supports BYOK encryption. See Bring Your Own Key Encryption.

This report produces the following columns:
  • Request #
  • Engagement #
  • Requisition Type
  • Requisition Status
  • Client
  • Operational Unit
  • Manager - Displays client manager name for client manager delegate.
  • Manager Email - Displays client manager email address for client manager delegate.
  • Manager GUID
  • Manager External ID
  • Time&Expense Approver - Displays approver name for client manager delegate.
  • T&E Approver Email - Displays approver email address for client manager delegate.
  • Department
  • Department Number
  • Supplier
  • Worker
  • Worker Nickname
  • Worker Email
  • Start Date
  • Est. End Date
  • Actual End Date
  • Job Category
  • Job Hierarchy
  • Job Title - For project request/engagements.
  • Job Code
  • Glider Test Name
  • Glider Test Score
  • Project Name - For project request/engagements.
  • Bill Rate
  • OT Bill Rate
  • DT Bill Rate
  • Pay Rate
  • Initial Budget Amount
  • State/Province
  • City
  • Contractor Manager - For project request/engagements.
  • Piece Bill Rate
  • Piece Pay Rate
  • Supplier Bill Rate - Null if no value exists.
  • Allocation Name
  • Allocation Value
  • Allocation Value Aux 1-5
    • One column is produced for each auxiliary value configured for the client organization.
    • Supplier users cannot view Allocation Value Aux 4 and 5.
  • Parent Project Eng #
  • # of Interviews - Number of candidates who were invited to interview (not total number of interviews).
  • % of Interviews
  • Total # of Resumes Passed by MSP
  • Multiple Rate section - Displays values if an engagement has multiple rates active.
  • Request Description section
    • Status Reason
    • Reason
    • Reason Detail
    • Reason for Term
    • Time to Fill
    • Days to Fill
    • Number of Suppliers
    • Number of Resumes
    • Number of Interview
    • Filled Within 24 Hours
    • Department Parent - Null if client organization has only one department level.
    • Duties
    • Description
    • Skills
    • Experience
    • Education
    • Skills Required - If more than one skill exists, then each value is departed by a comma and a space.
    • Skills Additional
    • Languages
    • Certifications & Licenses
    • Patents
    • Publications
    • Veteran Status
    • Latest Note
    • All Notes
  • Position Location section
    • Onsite
    • Client Address
    • Client Postal Code
    • Client Country
    • Client Building Code
    • Offsite Address
    • Offsite City/Town
    • Offsite State/Province
    • Offsite Postal Code
    • Offsite Country
    • Tax Location State
    • Tax Loc Postal Code
    • Tax Location Country
    • Work Address
    • Work City/Town
    • Work State/Province
    • Work Postal Code
    • Work Country
    • Work Building Code
  • Position Schedule section
    • Duration in Weekday
    • Weeks to Date - Number of weeks rounded to 1 decimal point.
    • Weeks Left - Number of weeks left rounded to 1 decimal point.
    • Duration in weeks - Number of weeks rounded to 1 decimal point.
    • Hours Per Week
    • Hours Per Day
    • Confirm Est. End Date
    • Total Hours - Number of weeks rounded to 1 decimal point.
    • Total Days - Number of weeks rounded to 1 decimal point.
    • Non-Billable Granted
    • Non-Billable Used
    • Schedule Notes
  • Position Financials section
    • Min Rate
    • Max Rate
    • Submitted Bill Rate
    • Negotiated Bill Rate
    • Estimated Cost
    • Currency
    • FLSA Classification
    • H-1B
    • Sub-Contractor Name
    • Sub-Contractor Pay Rate
    • Mark Up
    • Invoice Option
    • Client Job Title
    • Low Range
    • Client %
    • Client Rate
    • High Range
    • Client Description
    • TEI
    • Work Schedule
    • Rate Application
    • OT Rule
    • Time Source
    • Shift
    • Shift Type
    • Value - For specific days, this field displays the day of the week. For time spans, this field displays the start time.
    • % BR
    • Spend to Date
    • Last E/D Billed
    • Job#
    • Contractual Markup
    • Req OT Mod
    • Req DT Mod
    • Req Hdy Mod
    • Req MSP Up%
    • Req MSP Dn%
    • Req VAT%
    • Valid Until
    • Tax Type 1
    • Tax Rate 1
    • Tax Type 2
    • Tax Rate 2
    • Tax Type 3
    • Tax Rate 3
    • Tax Type 4
    • Tax Rate 4
    • Original Submitted Rate
    • Violation Reason
    • Rate Violation
    • MSP Up Fee Bill Rate
  • Worker Info section
    • Worker #
    • Worker Status
    • Worker GUID
    • Worker External ID
    • Worker Original Start Date
    • Previous Employee
    • FTE - From
    • FTE - To
    • FTE - Supervisor
    • Contractor - From
    • Contractor - To
    • Contractor - Supervisor
    • Family Member Works for Client
    • Applicant Portal
    • Talent Network Fill
    • Candidate Origin
    • Candidate Channel
    • Worker Phone Number - Worker's mobile telephone number.
    • Worker Primary Phone #
  • Purchase Order section
    • Prim. PO Number
    • Prim. Currency
    • Prim. Initial Amount
    • Prim. Available Funds
    • Prim. Date Active
    • Prim. Status
    • Prim. Inactive
    • Prim. PO Line #
    • Prim. Description
    • Prim. Quantity
    • Prim. Unit of Measure
    • Prim. Amount
    • Prim. Valid Until
    • Aux. PO Number
    • Aux. Currency
    • Aux. Initial Amount
    • Aux. Available Funds
    • Aux. Date Active
    • Aux. Status
    • Aux. Inactive
    • Aux. PO Line#
    • Aux. Description
    • Aux. Quantity
    • Aux. Unit of Measure
    • Aux. Amount
    • Aux. Valid Until
    • PO Billing to Date
    • Average Weekly Billing
    • PO Est Wks Remaining
    • PO % of Funds Used
    • Additional Funds Amount
    • PO Total Amount
    • Req PO Billing to Date
    • Req PO % of Funds Used
    • Primary PO Indicator
  • Project Quote section
    • Milestone Name
    • Milestone Description
    • Milestone Due Date
    • Milestone Amount
    • Milestone Balance Amount
    • Material Name
    • Material Quantity
    • Material Price
    • Material Amount
    • Material Balance Amount
    • Position Name
    • Position ID
    • Position Worker Name
    • Position Bill Rate
    • Position Estimated Hour
    • Position Amount
    • Position Rate Application Type
    • Position Balance (Hours)
    • Position Balance Amount
    • Position Expense Amount
    • Position Expense Balance
    • Worker e-mail
    • Worker Phone
    • Worker Start Date
    • Worker End Date
    • Worker Onsite
    • Relationship to Supplier
    • Time Entry Interface
    • Time Source
    • Work Period
  • Project Worker section - Only displays if client organization has enabled Project Worker engagements.
    • Worker e-mail
    • Worker Phone
    • Worker Start Date
    • Worker End Date
    • Worker Onsite
    • Relationship to Supplier
    • Time Entry Interface
    • Time Source
    • Worker Period
  • Contact Info section
    • MSP Contact
    • MSP Phone
    • Manager Phone
    • HR Contact
    • Supplier Expense Contact Email
    • Additional Contact
    • Additional Phone
    • Additional Email
    • Supplier Phone
    • Original Supplier Acceptor - MSP or supplier user.
    • Original Acceptance Date
    • Acceptance Decision
  • Professional Service Info section
    • Prof.Svcs.Customer
    • Prof.Svcs.Address1
    • Prof.Svcs.Address2
    • Prof.Svcs.City
    • Prof.Svcs.State
    • Prof.Svcs.Zip
    • Prof.Svcs.Country
    • Prof.Svcs.Contact
    • Prof.Svcs.Contact Phone
    • Prof.Svcs.Contact Fax
    • Prof.Svcs.Contact Email
  • Timeline Info section
    • Date Created
    • Date Pending
    • Date Client Approved
    • Date Supplier Accepted
    • Date Filled
    • Date Closed - Value includes user who closed the engagement.
    • Date Cancelled
    • Original Start Date - Applicable if the start date on an engagement is changed by the MSP.
    • Parent Request Date Created
    • Calendar months from original start date
  • Operational Parameters section
    • Validate Billing Custom
    • Re-allocate Billing Custom
    • Sup Submit Billing
    • Include Invoicing
    • Include VDisc
    • Old Calculate Taxes
    • Include Billing Transfer
    • Tax Calculation Method
    • Apply Tax To - Valid values are 'Supplier', 'MSP', or 'Pay Supplier Only'. These values depend on the affiliation of the MSP Organization (Configuration > MSP > Configuration > Configuration section).
  • Sourcing Options section
    • Want Interviews
    • Receive Calls
    • Filter Resumes
    • Filter Quotes
    • Quote Submittal Limitation
  • Payroll Data section
    • Office#
    • Client Number
    • CA Pay Group
    • Non CA Pay Group
    • SetID
    • Skill Code
    • Skill Number
  • Survey Dates section
    • Survey Type - Each survey displays on a separate line.
    • Survey Sent Date
    • Survey Submitted Date - Reminder dates are captured on this line.
  • Budget section
    • Fund Tracking Type
    • Budget Code
    • Allocated %
    • Allocated Amount
    • Expense Allotment
    • Total Budget - Only displays if client organization has Funds Tracking Type='Multiple Budget'
    • Available amount
    • Total Billed - Only displays if client organization has Funds Tracking Type='Master Budget'
    • Budget Owner- Only displays if client organization has Funds Tracking Type='Master Budget'
    • Budget Cost Center
    • Budget Actual Remaining
    • UnBilled Amount
    • Budget Approver 1
    • Budget Approver 2
    • Budget Approver 3
    • Budget Approver 4
    • Budget Approver 5
    • Budget Approver 6
    • Initial Budget Amount
    • Total Budget Amount - For project engagements, this field includes Estimated MSP Up Fee and Budget Amount.
    • Estimated MSP Up Fee
    • Budget Adjustment
    • Available Funds
    • Expires On
    • Billing to Date
    • Average Weekly Billing
    • Est. Wks Remaining
    • % Of Funds Remaining
    • VAT to Date
    • Additional Fund Amount
    • Master Budget Start Date
  • Billing Approver section
    • Approver 1
    • Approver 2
    • Approver 3
  • Daily Prorated Parameters section
    • Minimum Threshold
    • Maximum Threshold
    • Slope Modifier
    • Super Maximum
    • Hourly Rate
  • Supplier Work Order section
    • Work Order ID
    • Work Order Status
    • Work Order Date Sent
    • Work Order Sent By
    • Work Order Sent By Email
    • Work Order Date Completed
    • Work Order Cancelled By
    • Work Order Cancelled By Email
    • Work Order Comments
    • Work Order Version
    • Work Order Signatory
    • Work Order Signatory Email
    • Work Order Signatory Type
    • Work Order Signatory Status
    • Work Order Signatory Sent
    • Work Order Signatory Action Date
    • Work Order Signatory Comments
  • Requisition Custom Fields section
    • Section displays all Requisition type custom fields configured for the client organization.
    • The application prepends the operational unit name to the custom field column header label.
    • If custom fields are encrypted, they display as asterisks (****).
  • Count in Supplier Scorecard
  • E/D Position Details section
    • Position Effective Date
    • Position E/D Justification
    • Position E/D Modified By
  • E/D Schedule section
    • Schedule Effective Date
    • Schedule E/D Justification
Filter Description
Operational Unit Filter the report output by the operational unit on the engagement. Select the configured OpUnit from a list. This field is set to 'All' by default.

If a parent OpUnit is selected, then data from all child OpUnits is included in the report output.
Division Filter the report output by a level 2 company or division. This field is set to 'All' by default.
Note: This filter does not display for client organizations with only one configured department level.
Cost Center Filter the report output by a cost center or department. This field is set to 'All' by default.
WorkerEnter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Supplier Filter the report output by the supplier/vendor assigned to the engagement. This field is set to 'All' by default.
ManagerSelect the client manager name associated with the engagement. This field is set to 'All' by default.
Time&Expense Approver Filter the report output by the time & expense approver assigned to the engagement. This field is set to 'All' by default.
Client Country Filter the report output by the configured client country (work site) for the engagement. This field is set to 'All' by default.
State/Province Filter the report output by the configured client state or province (work site) for the engagement. This field is set to 'All' by default.
City Filter the report output by the configured client city (work site) for the engagement. This field is set to 'All' by default.
Requisition TypeSelect the engagement type. This field is set to 'All' by default.
Requisition StatusSelect the status of the engagement to report on.
Requisition Status Reason Filter the report output by the configured status reason on the engagement.
Invoice OptionSelect the invoice option for the engagement. This field is set to 'All' by default. See Invoicing.
Req Date Created From the drop down, select the date that the request/engagement was created. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates.

You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Start Date From the drop down, select the date that the engagement started. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates.

You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Filled Date From the drop down, select the date that the engagement was filled. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates.

You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Est. End Date From the drop down, select the estimated end date for the engagement. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates.

You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Closed Date From the drop down, select the date that the engagement was closed. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates.

You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Actual End Date From the drop down, select the actual date that the engagement was closed. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates.

You can also click the calendar icon to open a calendar pop up that allows you to select the date.
DirectSource PRO / Talent Network Fill Filter the report output by fill source. You can select from the following:
  • All
  • DirectSource PRO - Only candidates from the DSPRO application.
  • Talent Network - Only candidates from the Talent Network.
  • DirectSource PRO and Talent Network
Survey Type Filter the report output by the last type of survey completed for the engagement. This field is set to 'All' by default.
Fund Tracking Type Filter the report output by the fund tracking type used on the engagement. This field is set to 'All' by default.

Funds (budget) tracking is added to the engagements financials section. For more information about enabling funds tracking, see Funds Tracking Configuration.
Allocation Name Filter the report output by a configured allocation name and value pair. If you enable this filter, you can select an allocation name, and an allocation value for that name, or all values for that name.

For more information about cost allocation, see Cost Allocation for Billing.
Job Category Filter the report output by a configured job category. This field is set to 'All' by default.