A simple report to extract information from offers sent in your system.
This report will include regular offers sent from a project as well as offers related to jobs sent to customers and employees.
Candidate agreements
The report will not include offers/agreements sent to candidates/employees directly from the candidate card.
The report can be customized to include additional information about the offer itself, the employee, and/or the job. Read descriptions for each of these further down in this article.
The period criteria consider the date when offers were created.
Below is a description of each column in the report.
| Title | Description |
|---|---|
| Offer no. | Offer number. |
| Offer | Offer name. |
| Date created | When the offer was created. |
| Co-worker | By whom the offer was created. |
| Contact person | Contact person set as receiver of the offer. |
| Has signature | Whether the offer has a signature. |
| Status | Status of the offer. Signed, not signed or canceled. |
| Date signed | When the offer was signed. |
| Signing time (days) | Amount of days between Date created and Date signed. |
| Invoiced | If an invoice has been generated for this offer. |
| Offer type | Offer type. |
| Department | Department connected to Project. |
| Customer no. | Customer number. |
| Company | Company name. |
| Project no. | Project number. |
| Project | Project name. |
| Job no. | Job number. |
| Responsible co-worker | Responsible co-worker on Project. |
Include offer information
If the offer has additional information, the following may be included.
| Title | Description |
|---|---|
| Delivery date | Delivery date. |
| Min value | Minimum value. |
| Max value | Maximum value. |
| Estimated value | Estimated value. |
| Probability % | Probability in percent. |
| Total | Estimated value * Probability / 100. |
Include employee information
If the offer has a logical connection to an employee, the following may be included.
| Title | Description |
|---|---|
| Employee no. | Employee number. |
| Employee | Employee name. |
| Employment | Name of employment. |
| Position percent | Position percent on employment. |
| Employee condition | Employee condition. |
| Active status | Whether is set as active. |
Include job information
If the offer has a logical connection to a job, the following may be included.
| Title | Description |
|---|---|
| Job | Job name. |
| Responsible co-worker | Responsible co-worker on Job. |
| Start date | Job start date. |
| End date | Job end date. |
| Collective agreement | Collective agreement name. |
| Salary type | Salary type. |
| Unit salary | Salary unit value. |
| Unit invoice | Invoice unit price. |
| Month salary | Salary month value. |
| Month invoice | Invoice month price. |
| Holiday pay rate | Holiday pay rate. |
| Salary matrix | Name and number of the salary matrix. |
