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Reporting

  • Margin Report

    Margin Report A new Margin Report has been added to the software and will be available after version 1.00.17.213 The report will allow users to generate a report showing the TOTAL Margin between two d...

  • SQL Query Tool

    SQL Query Workbench A new reporting tool has been added to the system after release 1.00.17.052  It allows users to write SQL queries and return results from the database. These results can then be ex...

  • Compliance - Job Specific Compliance Items

    Job Specific Compliance Items It is possible to setup compliance items to apply to a specific Work Type so that it will only apply to Role Codes which have been assigned to this Work Type. It is also ...

  • Favourite Views

    Favourite views Favourite views are a quick and easy way to setup particular views of the database and also allow users to easily export data in the form of lists or reports. By selecting suitable fil...

  • How Do I - Use and Produce KPI Data

    Your Influence software has an in-built KPI (Key Performance Indicator) reporting function. This allows users to analyse figures stored by the system for rates such as Candidates added, Clients added,...

  • Setting Consultant Targets

    This document explains how to set the targets that are used on the meters seen on the Home Page for each consultant. For a guide in how to configure the specific data the targets use please click HERE...