Monthly Bookings Finance Report

Data Source

• Information within this report is pulled from the course bookings

Report Purpose

• The information provided will give you details on which courses have been booked to take place over the date range you require along with costs and booking reason

Details Required for Running Report

• As a minimum the system requires you to input the below information for the report to be extracted;

  • Start Date

  • End Date

The Ignore Date Range filter is not available for this report

• The report is also filterable via the below options;

  • Client/Organisation

  • Project/Location/Site (Delegate Shift)

  • Job Role

  • Delegate Name

  • Course Name

  • Employment Company

  • Contracting Company

• You also have the option to;

  • Include Leavers

  • Include Archived (accounts)

Report Information Output

• Client/Organisation Name

• Course Name

• Delegate Name

• NI Number

• Employee Number

• Employment Company

• Contracting Company

• Start Date (of course)

• End Date (of course)

• Delegate Shift/Location/Project

• Net (cost of course)

• Vat (cost if applicable)

• Gross (cost of course)

• Third Party or AIS Survivex course booking

• Job Role

• Booking Reason

• Organisation/Client