Reports for Management

Overview

This article reviews some of the top reports for your staffing management team. Whether you are a branch manager or an owner, the following reports can help you manage your user and review your database content. For an overview on how to find & run reports check out Welcome to Reports

*Note* You will need the correct Security Role in Enterprise or Security Group permissions in Beyond in order to view these reports. For more information, check out Reports & Administrators


Front Office Management Reporting

The following reports help track and manage your users that are interacting with employee, customer, order, and/or assignment records. 

  • If you are looking to review changes made to a certain record, utilize the Change Log Reports
  • Use the Message Productivity Report to show which users have been logging what kind of messages. This is a great resource to see how many calls, emails, communications have been made by different service reps. 
    • Check out the full list of productivity reports here.
  • If you are looking for an overview of current assignments, check out the Assignment Register Report
  • Utilize the Task Register Report to help manage tasks. 


Back Office Management Reporting

The following reports help track and manage payroll/billing related information. Check out Reports for Payroll & Billing for a more comprehensive list of reports for all back office users. 

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