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Coupa Success Portal

Advanced Reports - Standard Reports

Overview

CCW's new Advanced Reports provide deeper insight into a contingent workforce thanks to more data sources and enhanced configuration and customization options. The easiest way to get started with Advanced Reports is to review the standard reports provided right out of the box. These reports give you a 360 degree view of your contingent workforce - from Candidates to Contingent Workers, Requisitions, SOWs and Timesheets - and should provide all the data you need in many cases. When deeper analysis is needed, the standard reports can serve as a starting point to be copied and customized (depending on the specific access rights assigned to your role) using the new data sources and customization options available with Advanced Reports. 

Note that a limited number of these standard reports, containing a subset of the data, is made available to supplier users. For details on the report versions suppliers can access, please see the Supplier Versions of Standard Reports section below.

Roles and Permissions

Please review Roles and Rights for Advanced Reporting. The following two rights are needed to access each report category listed in this article:

  • View Only – the right to view and export, but not modify, reports under the category
  • View & Save – the right to view, export, edit, copy and save reports under the category.

Standard Reports Available

Below are descriptions of each standard report along with their default data sources, fields and filters. Navigate to Advanced Reports and select a category. Your access rights determine the reports available in each category.

Note that only data subjects meeting the search criteria in each report are included in the report. For example, a Contingent Worker Extension report only returns data for workers who have been issued a contract extension during the selected date range. Workers with no extensions are excluded.

Candidates

Candidate Activity

Includes all of the actions captured for candidates, along with the user(s) that took each action and the date(s). 

  • Filters: Requisition Number, Requisition Status, Candidate Status,Candidate Action and Action Date.
  • Data sources: Candidate Activity Log, Candidate Details, Requisition Profile, and Requisition Status Master.
  • Fields: Requisition Number, Requisition Status, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Type Of Service Group, Justification to Hire, Reason To Hire, Work Location, Work Location Address, Rate Type Name, Low Bill Rate, High Bill Rate, Estimated Contract Value Amount, Requisition Issue Date, Candidate Number, CCW Candidate Identifier, Candidate Type, Candidate Queue Status, Candidate Status, Candidate First Name, Candidate Last Name, Supplier, Candidate Availability Date, Candidate Submission Date, Former Retiree Flag, Former Gov/Military Employee Flag, Candidate Personal Email, Employment Type, Recruiter First Name, Recruiter Last Name, Recruiter Email, Candidate Status at Time of Action, Candidate Action, Action User First Name, Action User Last Name, Action User Email, Candidate Action Comment, Action Date, and Candidate Queue Status at Time of Action.

Candidate Interview 

Captures details of scheduled candidate interviews, including all managers on a given interview, the options for the interview and the confirmed interview times.

  • Filters: Supplier, Needed Start Date, and Interview Confirmed Date.
  • Data sources: Candidate Details, Candidate Interview Manager Details, Candidate Interview Schedule Details, and Requisition Profile.
  • Fields: Interview Sequence Number, Candidate Last Name, Candidate First Name, Requisition Number, Requisition Status, Candidate Number, Candidate Status, Candidate Not Available After Date, Job Title, Candidate Availability Date, Supplier, Training Start Date, Needed Start Date, Engaging Manager First Name, Engaging Manager Last Name, Engaging Manager Email, Confirmed Interview Date, Confirmed Interview Time, Confirmed Interview Time Zone, Supplier Selected Interview Date, Supplier Selected Interview Time, Supplier Selected Interview Time Zone, Interview Method, Confirmed Interview Method, Interview Requested By First Name, Interview Requested By Last Name, Interview Requested By User Email, Interview Request Date, Requestor Comment, Interview Confirmed Flag, Interview Confirmed Date, Interview Status, Interview Schedule Selected By Supplier Flag, Interview Phone Number 1, Interview Phone Number 2, Interview Address, Interviewer First Name, Interviewer Last Name, Interviewer Email, Rejection Reason, and Cancelled Flag.

Candidate Offers

Includes information captured during an issue to hire, such as Requisition and Candidate information, as well as Offer Issue Date, Preferred Start Date and Proposed Rates.

  • Filters used: Requisition Number, Requisition Status, Candidate Status, Offer Issue Date, and Requisition Start Date.
  • Data sources: Candidate Details, Candidate Offer Details, Requisition Profile, and Requisition Status Master.
  • Fields: Requisition Number, Requisition Status, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Type Of Service Group, Justification to Hire, Reason To Hire, Work Location, Work Location Address, Site Location Code, Site Location Name, Location Name, Cost Center Number, Cost Center Name, Service Method Name, Department Name, Department Code, GL Account Number, GL Name, Organization Name, Program Name, Project Name, Project Code, Rate Type Name, Low Bill Rate, High Bill Rate, Estimated Contract Value Amount, Requisition Issue Date, Candidate Number, CCW Candidate Identifier, Candidate Type, Candidate Queue Status, Candidate Status, Candidate First Name, Candidate Last Name, Supplier, Former Employee Flag, Candidate Availability Date, Candidate Submission Date, Former Retiree Flag, Former Gov/Military Employee Flag, Former Intern Flag, Former Contractor Flag, Candidate Personal Email, Employment Type, Individual Corporation Flag, Recruiter First Name, Recruiter Last Name, Recruiter Email, Offer Issue Date, Preferred Start Date, Offer End Date, Proposed Regular Pay Rate, Proposed OT Pay Rate, Proposed DT Pay Rate, Final Regular Bill Rate, Final OT Bill Rate, Final DT Bill Rate, Proposed Final Regular Bill Rate, Proposed Final OT Bill Rate, Proposed Final DT Bill Rate, and Total Contract Value Amount.

Candidate Work Order Details

Includes all details captured on the Candidate Work Order page on CCW, such as Requisition and Candidate information, as well as Work Order related rates.

  • Filters used: Requisition Status, Requisition Number, Candidate Status, Work Order Issue Date, and Requisition Start Date.
  • Data sources: Candidate Details, Candidate Work Order Details, Requisition Profile, and Requisition Status Master.
  • Fields: Requisition Number, Requisition Status, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Type Of Service Group, Justification to Hire, Reason To Hire, Work Location, Work Location Address, Site Location Code, Site Location Name, Location Name, Cost Center Number, Project Code, Cost Center Name, Service Method Name, Department Name, Department Code, GL Account Number, GL Name, Organization Name, Program Name, Project Name, Rate Type Name, Low Bill Rate, High Bill Rate, Estimated Contract Value Amount, Requisition Issue Date, Candidate Number, CCW Candidate Identifier, Candidate Type, Candidate Queue Status, Candidate Status, Candidate First Name, Candidate Last Name, Supplier, Former Employee Flag, Candidate Availability Date, Candidate Submission Date, Former Retiree Flag, Candidate Personal Email, Former Gov/Military Employee Flag, Former Intern Flag, Former Contractor Flag, Employment Type, Individual Corporation Flag, Recruiter First Name, Recruiter Last Name, Recruiter Email, Work Order Issue Date, Work Order Number, Customer Tracking Number, Candidate Needed Start Date, Preferred Start Date, End Date, CW User Flag, Regular Pay Rate, OT Pay Rate, DT Pay Rate, Supplier Regular Bill Rate, Supplier OT Bill Rate, Supplier DT Bill Rate, Final Regular Bill Rate, Final OT Bill Rate, and Final DT Bill Rate.

Submitted Candidates

Includes all candidate information captured in CCW through the candidate submittal process, as well as information on all relevant Requisitions where the candidate(s) were submitted.

  • Filters used: Requisition Status, Requisition Number, Candidate Status, and Candidate Submission Date.
  • Data sources: Candidate Details, Requisition Profile, and Requisition Status Master.
  • Fields: Requisition Number, Requisition Status, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Type Of Service Group, Justification to Hire, Reason To Hire, Work Location Name, Work Location Address, Site Location Code, Site Location Name, Location Name, Cost Center Number, Cost Center Name, Service Method Name, Department Name, Department Code, GL Account Number, GL Name, Organization Name, Program Name, Project Name, Project Code, Rate Type Name, Low Bill Rate, High Bill Rate, Estimated Contract Value Amount, Requisition Issue Date, Candidate Number, CCW Candidate Identifier, Candidate Type, Candidate Queue Status, Candidate Status, Candidate First Name, Candidate Middle Name, Candidate Last Name, Supplier, Former Employee Flag, Candidate Availability Date, Candidate Submission Date, Former Retiree Flag, Candidate Personal Email, Former Gov/Military Employee Flag, Former Intern Flag, Former Contractor Flag, Employment Type, Individual Corporation Flag, Recruiter First Name, Recruiter Last Name, and Recruiter Email.

Contingent Worker

CW Charge Number

Captures all charge numbers associated with a given CW.

  • Filters used: CW Active Flag, CW Number and Contract Charge Number.
  • Data sources: Contingent Worker Charge Number and Contingent Worker Details.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location Name, Work Location Address, Total Contract Value Amount, Cost Center Name, Project Name, Project Code, Currency Code, Rate Type Name, CW Contract Week Start Day Number, CW Chart of Account Name, CW Charge Number, CW Account Allocation, CW Account Currency Code, CW Account Currency Amount, CW Base Currency Amount, Is Primary CW Account, Charge Number Active Flag, CW Charge Number Record Effective Date, CW Charge Number Record End Date, and Is Charge Number Primary Flag.

CW Detail

Captures data from the CW Details page on CCW, including the associated reference data and rates. 

  • Filters used: CW Active Flag, CW Number, CW Original Start Date, and CW Original End Date.
  • Data sources: Contingent Worker Contract Rates and Contingent Worker Details.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location Name, Work Location Address, Total Contract Value Amount, Cost Center Name, Project Name, Project Code, Rate Type, CW Week Start Day Number, Pay Code, Currency Code, Rate Effective Start Date, Rate Effective End Date, CW Regular Pay Rate, CW Over Time Pay Rate, CW Double Time Pay Rate, Supplier Regular Bill Rate, Supplier Over Time Bill Rate, Supplier Double Time Bill Rate, Final Regular Bill Rate, Final Over Time Bill Rate, and Final Double Time Bill Rate.

CW Extension

Captures information collected regarding assignment extensions for a CW(s), including CW Details as well as Extension Status, Additional Contract Value Amount, New End Date, New Rates and more.

  • Filters used: CW Active Flag and Extension Effective Date.
  • Data sources: Contingent Worker Details and Contingent Worker Extension Details.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Active Flag, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location Name, Work Location Address, Total Contract Value Amount, Cost Center Name, Project Name, Project Code, Currency Code, Rate Type Name, Extension Status, Extension Queue Status, Additional Contract Value Amount, New Job Title, Extension Effective Date, Extension Effective End Date, New Final Regular Bill Rate, and Extension Sequence Number.

CW Extension Comments

Captures comments entered with a CW Extension, including the commenting user and timestamp.

  • Filters used: CW Active Flag and Extension Effective Date.
  • Data sources: Contingent Worker Details, Contingent Worker Extension Comments, and Contingent Worker Extension Detail.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Active Flag, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, Work Location Name, Current Extension Status, Current Extension Queue Status, Additional Contract Value Amount, New Job Title, Extension Effective Date, Extension Effective End Date, New Final Regular Bill Rate, Extension Sequence Number, CW Extension Queue Status, CW Extension Event, CW Extension Comment, and Comment Date.

CW PO Details

Captures Purchase Order (PO) data associated with CWs, for customers who track their CW spend through POs generated on Coupa Core.

  • Filters used: CW Active Flag, CW Delete Flag, CW Number, CW Start Date, Active Record Flag, Delete Flag Work Location Name, PO Classification Name 
  • Data sources: Contingent Worker Details, Purchase Order Details
  • Fields:  CW Number, CW First Name, CW Last Name, Type of Service, CW Start Date, CW End Date, Hiring Manager Name, PO Number, Customer PO Number, Coupa PO Version Number, PO Classification Name, PO Description, PO Amount, PO Spent Amount, PO Start Date, PO End Date, Work Location Name, MSP Name, Supplier Name, Supplier Number, Currency Name, Currency Code, Source PO Header Active Flag, Source PO Master Active Flag, PO Master Line Item Number, PO Date, PO Line Amount, Site Location Name, PO Master Date Created, Vendor Name, Coupa PO Status Name, Coupa PO Version Date

CW Rate Change

Captures information collected regarding a rate change for a CW(s), including the approver and time of the rate change, as well as the new rates and next approver.

  • Filters used: CW Number, CW Active Flag, and Rate Change Effective Date.
  • Data sources: Contingent Worker Details and Contingent Worker Rate Change Details.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Active Flag, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type Of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location Name, Work Location Address, Total Contract Value Amount, Cost Center Name, Project Name, Project Code, Currency Code, Rate Type Name, Rate Change Status, Rate Change Queue Status, Rate Change Action, Current Approver, Next Approver, Action Date Time, New Effective Date, New End Date, New Regular Bill Rate, New Overtime Bill Rate, New Double Time Bill Rate, Total Impact Amount, and Rate Change Justification.

CW Rate Change Comments

Captures all comments entered with a Rate Change for a CW(s), along with timestamp(s).

  • Filters used: CW Active Flag, CW Number, and Rate Change Effective Date.
  • Data sources: Contingent Worker Details, Contingent Worker Rate Change Comments, and Contingent Worker Rate Change Details.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Active Flag, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, Work Location Name, Current Rate Change Status, Current Rate Change Queue Status, Rate Change Effective Date, Rate Change Effective End Date, New Regular Bill Rate, New Overtime Bill Rate, New Double Time Bill Rate, Total Impact Amount, Rate Change Justification, CW Action, CW Rate Change Comment, and Comment Date.

CW Rates

Captures all rates associated with a worker since they were confirmed as a CW, including the Rate effective start and end dates, to help understand when the rates line items were active.

  • Filters used: CW Active Flag and CW Number.
  • Data sources: Contingent Worker Contract Rates and Contingent Worker Details.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Effective Start Date, CW Effective End Date, Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location Name, Work Location Address, Total Contract Value Amount, Cost Center Name, Project Name, Project Code, Currency Code, Rate Type Name, CW Contract Week Start Day Number, Pay Code, Rate Effective Start Date, Rate Effective End Date, Regular Pay Rate, Over Time Pay Rate, Double Time Pay Rate, Supplier Regular Bill Rate, Supplier Over Time Bill Rate, Supplier Double Time Bill Rate, Final Regular Bill Rate, Final Over Time Bill Rate, and Final Double Time Bill Rate.

CW Savings

Includes all fields manually entered under the Savings tab when a CW record was created.

  • Filters used: CW Active Flag and CW Number.
  • Data sources: Contingent Worker Details and Contingent Worker Savings.
  • Fields: CW Number,Customer Tracking Number, CW First Name,CW Last Name,  CW Status, CW Record Effective Begin Date,CW Record Effective End Date,Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location, Work Location Address, Total Contract Value, Cost Center Name, Project Name, Currency Code, Rate Type, CW Week Start Date, Savings Effective Start Date, Savings Effective End Date, Savings Percentage Number, One Time Saving Amount, Regular Time Saving Amount, Over Time Saving Amount, Pay Rate Saving Amount, Bill Rate Saving Amount, Supplier Bill Rate Saving Amount, Over Time Pay Rate Saving Amount, and Over Time Supplier Bill Rate Saving Amount.

CW-SOW Association

Includes all CWs associated with a Statement of Work (SOW) project, including CW Details along with relevant information found on the SOW Profile page in CCW. Multiple line items are included for CWs associated with more than one SOW.

  • Filters used: CW Active Flag, CW Number, SOW Project Number and Task Order Number.
  • Data sources: Contingent Worker Details, Contingent Worker SOW Relationship, SOW Profile, and Task Order Profile.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location Name, Work Location Address, Total Contract Value Amount, Cost Center Name, Project Name, Project Code, Currency Code, Rate Type Name, SOW Project Number, SOW Project Title, SOW Identifier, SOW Status, SOW CW Effective Start Date, SOW CW Effective End Date, SOW CW End Reason, Task Order Number, and Task Order Name.

CW Termination

Includes CWs that have gone through the termination process, along with the individual(s) who processed the termination(s), whether each CW was added to the Will Hire list, the termination date and reason(s).

  • Filters used: CW Active Flag, Termination Status, and Termination Date.
  • Data sources: Contingent Worker Details and Contingent Worker Termination Details.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW, Status, CW Active Flag, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location Name, Work Location Address, Total Contract Value Amount, Cost Center Name, Project Name, Project Code, Currency Code, Rate Type Name, Termination Status, Termination Queue Status, CW Action, Action User Last Name, Action User First Name, Will Rehire Flag, Termination Date, Termination Reason, Submit To Do Not Hire List Flag, Rehire Reminder Flag, Rehire Reminder Month Quantity.

CW Termination Comments

Captures all comments added with terminations, along with termination status, termination queue status, who added the comment(s) and when.

  • Filters used: Termination Status and Termination Date.
  • Data sources: Contingent Worker Details and Contingent Worker Termination Details.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Work Location Name, Termination Queue Status, Will Rehire Flag, Termination Reason, Submit To Do Not Hire List Flag, Rehire Reminder Flag, Rehire Reminder Month Quantity, Termination Status, Termination Date, Termination Action, Termination Comment, Comment Date, and Comment Type.

CW Timesheet Approver

Captures all Timesheet Approvers that have been added to a CW Profile. The report will include multiple line items for CWs with more than one Timesheet Approver.

  • Filters used: CW Active Flag and Cw Number.
  • Data sources: Contingent Worker Details and Contingent Worker Timesheet Approver.
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Active Flag, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, CW Program Name, CW Department Name, CW Department Code, Service Method, Type of Service, Organization Name, Requisition Type, Hiring Manager, Alternate Hiring Manager, Work Location Name, Work Location Address, Total Contract Value Amount, Cost Center Name, Project Name, Project Code, Currency Code, Rate Type Name, CW Contract Week Start Day Number, Timesheet Approver First Name, Timesheet Approver Last Name, Timesheet Approver Email, Timesheet Approver Employee Id, Timesheet Approver Effective Date, and Timesheet Approver Effective End Date.

Rehire Eligibility

Captures candidates or CWs that have been marked as Rehire Eligible, including associated description(s) and comment(s).

  • Filters used: Log Date, Requisition Number, and CW Number.
  • Data sources: Candidate Details, Contingent Worker Details, Contingent Worker Rehire Eligibility, Requisition Profile, and Requisition Status Master.
  • Fields: Log date, Effective End Date, CW Number, Requisition Number, Requisition Work Location, Requisition Status, CW First Name, CW Last Name, Rehire Status, Rehire Eligibility Comment.

Expense

Expense Detail

Captures details related to worker expenses.

  • Filters used: Expense Status, Expense Effective Begin Date
  • Data sources: Expense, MSP Invoice Detail
  • Fields: Expense Number, Expense Title, Batch Number, Invoice Number, CW Number, CW Last Name , CW First Name, Amount, Approved Date, Charge Number, Expense Amount Billed, Expense Cancelled Flag, Expense Date, Submitted To Admin Date, Submitted To Customer Date, Expense Reason, Expense Sent Flag, Expense Status Display Name, Expense Status Event Type, Supplier Name, Supplier Number, GL Account Name, GL Number, Original Expense Number, Currency Code, Rejected Date, Reject Reason, Item Date, Item Description Text, Item Amount, Item, Reimbursable Flag, Item Type Name, Item Category, Item Payment Type Name, Item Charge Number, Item Quantity, Item Is Adjusted Flag, Original Item ID, Item Adjustment Date, Item Adjusted Amount, Item Original Amount, Item Converted Amount, Item Currency Code, Item Purchase Order Number, Item Purchase Order Number Line Item, Item Default Unit Price, Item Foreign Currency Code, Purchase Order Line Item, Department Name, Department Code

Invoice

Invoice Detail

Captures details related to invoice batches, including timesheet and expense data.

  • Filters used: Invoice Date, Invoice Number
  • Data sources: Invoice, Contingent Worker Details
  • Fields: Invoice Date, Invoice Number, Batch Number, Invoice Status, Invoice Reference, Internal Invoice Tracking, Currency Code, Batch Created Date, Item ID, Adjustment Flag, Invoice Billable Flag, Source Delete Flag, Invoice Line Item Payable Flag, PO Number, Supplier Name, Supplier Number, Rate Type Name, Adder Type Name, Adder Rate, Sales Tax Name, Charge Number, Pay Code, Pay Code Hours Type, CW Number, CW Last Name, CW First Name, CW Start Date, CW End Date, CW Status, Job Title Name, CW Email, CW Active Flag, Work Location Name, RegularHoursQuantity, OverTimeHoursQuantity, DoubleTimeHoursQuantity, CW Regular Pay Rate, CW OverTime Pay Rate, CW Double Time Pay Rate, Final Regular Bill Rate, Final Over Time BillRate, Final Double Time Bill Rate, Total CW Pay Amount, Total Supplier Amount, Total Final Amount, Task Order Number, SOW Number, Timesheet Date, Billing Supplier, PO Classification Name, Billing Supplier Amount, Department Name, Department Code

Requisitions

Requisition Activity Log

Captures all actions for requisitions. Adjust the action date filter to see what action took place during a given time frame for all, or specific requisitions, including the action(s), date(s), user(s) that confirmed the action(s), action status(es), action queue status(es) and action comment(s).

  • Filters used: Current Requisition Status, Requisition Number, Action, and Action Date.
  • Data sources: Requisition Activity Log, Requisition Profile, and Requisition Status Master.
  • Fields: Requisition Number, Current Requisition Status, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Action, Action Date, Action User First Name, Action User Last Name, Action User Email, Action Status, Action Queue Status, and Action Comment.

Requisition Broadcast 

Displays broadcast details for requisitions, along with the supplier information. This can be a lot of data as requisitions are typically broadcast to many suppliers, so it is recommended to specify a time frame. With no specific time frame, the report could take a while to render.

  • Filters used: Requisition Status, Requisition Number, and Broadcast Date.
  • Data sources: Requisition Broadcast Details, Requisition Profile, and Requisition Status Master.
  • Fields: Requisition Number, Requisition Status, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Broadcast Date, Broadcast Recipient Last Name, Broadcast Recipient First Name, Broadcast Recipient Email, Currency Code, Minimum Bill Rate, Maximum Bill Rate, Location Name, Distribution List Name, Tier Name, Supplier Number, and Supplier Name.

Requisition Decline Detail

Captures information regarding requisitions that were declined by a supplier after broadcast. Includes requisition status, type, start date needed, resources required, supplier name and number, decline date and comment.

  • Filters used: Requisition Status, Requisition Number, Supplier Name, and Declined Date.
  • Data sources: Requisition Decline Details and Requisition Profile.
  • Fields: Requisition Number,Requisition Status,Requisition Type,Type Of Service,Job Title Name,Needed Start Date,Resources Required Quantity,Supplier Name,Supplier Number,Declined Date,Decline Comment, and Rollback Decline Comment.

Requisition Detail

Shows requisition details, including reference data captured, requisition status and type, high and low bill rate and resources required.  

  • Filters used: Requisition Status, Requisition Number, and Requisition Issue Date.
  • Data sources: Requisition Profile and Requisition Status Master.
  • Fields: Requisition Number, Requisition Issue Date, Requisition Status, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Justification to Hire, Reason To Hire, Work Location Name, Work Location Address, Site Location Name, Location Name, Cost Center Number, Cost Center Name, Service Method Name, Department Name, Department Code, GL Account Number, GL Name, Organization Name, Program Name, Project Name, Rate Type Name, Low Bill Rate, High Bill Rate, and Estimated Contract Value Amount.

SOW

SOW Location

Includes data related to all locations on a SOW project, as well as standard fields captured in the location portion of the SOW Profile page.

  • Filters used: SOW Project Number, Location, and SOW Project Status.
  • Data sources: SOW Location and SOW Profile.
  • Fields: SOW Project Number, Location, Location City, Location State, Location Country, Location Continent Code, Location Country Code, SOW Project Title Text, SOW Project Status, SOW Project Queue Status, Proposed Start Date, SOW Project End Date, SOW Project Due Date, Created User Email, and SOW Project Created Date, Department Name, Department Code.

SOW Manager

Covers the manager-related fields seen on the standard SOW Profile page. Note that a manager record may be shown without a SOW Project Number if the SOW is still in Draft mode. Once submitted, a SOW Project Number is assigned.

  • Filters used: SOW Project Number, SOW Project Status, and Proposed Start Date.
  • Data sources: SOW Managers Details and SOW Profile.
  • Fields: SOW Project Number, Manager First Name, Manager Last Name, Manager Email, Manager Role, Prime Manager Flag, SOW Number, SOW Title Text, SOW Status, SOW Queue Status, Work Location, Type Of Service, Proposed Start Date, SOW Project End Date, SOW Project Due Date, Budget Amount, Cost Center Name, Work Location Address, Service Method Name, Department Name, Department Code, Site Location Name, Site Location Code, Site Address Name, and Location Name.

SOW Profile

Covers the standard fields seen on the standard SOW Profile page.  

  • Filters used: SOW Project Number, SOW Project Status, and Proposed Start Date.
  • Data sources: SOW Managers Details and SOW Profile.
  • Fields: SOW Number, SOW Title, SOW Status, SOW Queue Status, Country, Work Location, Work Location Address, Work Location State, Type Of Service, Priority Number, Proposed Start Date, SOW Project End Date, SOW Project Due Date, Created User Email, SOW Project Created Date, Budget Amount, Cost Center Name, Service Method Name, Zero Budget Project Flag, Program Manager Last Name, Program Manager First Name, Program Manager Email, Program Name, Justification, Site Name, and Site Address Name, Department Name, Department Code.

SOW Skill Catalog Supplier

Captures the standard fields seen on the SOW Skill Catalog page, which can include multiple Skill Catalogs, each containing multiple Suppliers.

  • Filters used: SOW Project Number, SOW Project Status, Skill Catalog Number, and Supplier Name.
  • Data sources: SOW Profile and SOW Skill Catalog.
  • Fields: SOW Project Number, SOW Project Title, SOW Project Status, SOW Project Queue Status, Skill Catalog Number, Supplier Name, Supplier Number, Work Location Name, Location Name, Job Title Main Category, Job Title Sub Category Name, Job Title, Job Description, Mandatory Skill Description, Skill Level Name, Number Of Resources Required, Estimated Effort Hour Quantity, and Skill Catalog Status, Department Name, Department Code.

SOW Supplier

Includes line items for each supplier on a SOW project, as well as the standard fields from the SOW Profile page.

  • Filters used: SOW Project Number, SOW Project Status, and Supplier Name.
  • Data sources: SOW Profile and SOW Supplier.
  • Fields: SOW Project Number, SOW Project Name, SOW Project Status, Supplier Number, Supplier Name, Supplier Legal Name, Supplier Approval Required Flag, Department Name, Department Code, and SOW Supplier Approved Flag.

SOW Task Order

Captures all Task Orders assigned to a SOW, as well as all standard fields from the SOW Task Order.

  • Filters used: SOW Project Number, SOW Project Status, Task Order Number, and Task Order Start Date.
  • Data sources: SOW Profile and Task Order Profile.
  • Fields: SOW Project Number, SOW Project Title, SOW Project Status, Proposed Start Date, SOW Project End Date, SOW Project Due Date, Budget Amount, Task Order Number, Task Order Name, Supplier Name, Supplier Number, Supplier Legal Name, Total Contract Amount, Task Order Status Name, Task Order Description, Task Order Hiring Manager Name, Task Order Hiring Manager Email, Task Order Start Date, Task Order End Date, Task Order Bid Type Number, Department Name, Department Code, and Supplier Site Name.

SOW Task Order PO Details

Captures all Purchase Order (PO) details associated with Task Orders assigned to a SOW, as well as all standard fields from the SOW Task Order, for customers who track their SOW spend through POs generated on Coupa Core..

  • Filters used: PO Classification Name, Task Order Number, Task Order Start Date, Task order Status Name
  • Data sources: Task Order Profile, Purchase Order Details
  • Fields: Task Order Name, Task Order Number, Task Order Start Date, Task Order End Date, Task Order Status Name, PO Number, Coupa PO Version Number, PO Classification Name, PO Description, PO Amount, PO Spent Amount, PO Date, PO Line Amount, PO Master Line Item Number, PO Master Date Created, Coupa PO Status Name, Coupa PO Version Date, Total Contract Amount, Accounting Detail, Task Order Description, TM Cost Amount, Work Location Name, Supplier Name, Supplier Number, Currency Name, Currency Code

SOW Work Package Supplier

Captures all line items on a Work Package under a given SOW. Each Work Package can include multiple suppliers. 

  • Filters used: SOW Project Number, SOW Project Status, Work Package Number, Work Package Due Date, and Supplier Name.
  • Data sources: SOW Profile and SOW Supplier Work Package Profile.
  • Fields: SOW Project Number, SOW Project Name, SOW Project Status, Work Package Number, Work Package Name, Work Package Status, Work Package Description, Work Package Due Date, Work Location Name, Work Location Code, Work Package Charge Number, Effort Estimate Amount, Percent Of Total Work Package, Budget Amount, Budget To Supplier Flag, Currency Code, Supplier Name, Supplier Number, Billing Type, Department Name, Department Code, Work Package Supplier Work Location Name, and Work Package Supplier Type Of Service Name.

Timesheet

Timesheet Details

Includes all timesheet line items entered in CCW. Timesheet-related data is refreshed every 30 minutes and CW-related data is refreshed daily.

  • Filters used: Timesheet Number, Timesheet Status, Start Work Date, CW Active Flag, CW Deleted Flag, Timesheet Active Flag, SOW Deleted Flag, CW Active Record Flag and SOW Active Record Flag.
  • Data sources: Contingent Worker Details, Current Timesheet Details, and SOW Profile.
  • Fields: Timesheet Number, CW Number, CW Active Flag, CW Last Name , CW First Name , Supplier Name, Timesheet Status, Adjustment Flag, Work Date, Period End Date, Regular Hours, OT Hours, DT Hours, Total Hours, Pay Code Name, Pay Code Reporting Hours Type, Rate Type Name, Regular Pay Rate, OT Pay Rate, DT Pay Rate, Supplier Regular Bill Rate, Supplier OT Bill Rate, Supplier DT Bill Rate, Final Regular Bill Rate, Final OT Bill Rate, Final DT Bill Rate, Total Amount, Charge Number, Timesheet Created Date, Timesheet Create User Email, Timesheet Create User Last Name, Timesheet Create User First Name, Timesheet Submitted For Approval Date, Timesheet Submitted User Email, Timesheet Submitted User First Name, Timesheet Submitted User Last Name, Timesheet Approved Date, Timesheet Approver User Email, Timesheet Approver User Last Name, Timesheet Approver User First Name, Current Version Flag, Task Order Number, SOW Project Number, Department Name, and Department Code.

Supplier Versions of Standard Reports

Suppliers can access some of the standard reports listed above, however the suppliers' versions of these reports contain a limited subset of the data accessible by client users. Following are the standard reports accessible by suppliers including the fields and/or data sources available to them:

CW Detail

  • Filters used: CW Active Flag, CW Number, CW Effective End Date, and CW Effective Start Date
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Effective Start Date, CW Effective End Date, Supplier Name, Supplier Number, Requisition Number, Type of Service, Requisition Type, Work Location Name, Work Location Address, Currency Code, Rate Type Name, CW Week Start Day Number, Pay Code, Rate Effective Start Date, Rate Effective End Date, Regular Pay Rate, Over Time Pay Rate, Double Time Pay Rate, Supplier Regular Bill Rate, Supplier Over Time Bill Rate, and Supplier Double Time Bill Rate.

CW Rates

  • Filters used: CW Active Flag and CW Number
  • Fields: Currency Code, Customer Tracking Number, CW Active Flag, CW Contract Week Start Day Number, CW Effective End Date, CW Effective Start Date, CW First Name, CW Last Name, CW Number, CW Status, Double Time Pay Rate, Over Time Pay Rate, Pay Code, Rate Effective End Date, Rate Effective Start Date, Rate Type Name, Regular Pay Rate, Requisition Number, Requisition Type, Supplier Double Time Bill Rate, Supplier Name, Supplier Number, Supplier Over Time Bill Rate, Supplier Regular Bill Rate, Type of Service, Work Location Address, and Work Location Name.

CW Charge Number 

  • Filters used: CW Charge Number, CW Number, CW Active Flag, and Charge Number Active Flag
  • Fields: CW Number,Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Effective Start Date, CW Effective End Date, Supplier Name, Supplier Number, Requisition Number, Type of Service, Requisition Type, Work Location Name, Work Location Address, Currency Code, Rate Type Name, CW Week Start Day Number, CW Chart of Account Name, CW Charge Number, CW Account Allocation, CW Account Currency Code, CW Account Currency Amount, CW Base Currency Amount, Is Primary CW Account, Charge Number Active Flag, CW Charge Number Record Effective Date, and CW Charge Number Record End Date.

CW SOW Association 

  • Filters used: CW Active Flag, CW Number, SOW Project Number, and Task Order Number
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Effective Start Date, CW Effective End Date, Supplier Name, Supplier Number, Requisition Number, Type of Service, Requisition Type, Work Location Name, Work Location Address, Currency Code, Rate Type Name, CW Contract Week Start Day Number, SOW CW Effective Start Date, SOW CW Effective End Date, SOW CW End Reason, SOW Project Number, Task Order Number, and SOW Status.

CW Extension 

  • Filters used: CW Active Flag and Extension Effective Date
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Active Flag, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, Type of Service, Requisition Type, Work Location Name, Work Location Address, Currency Code, Rate Type Name, Extension Status, Additional Contract Value Amount, New Job Title, Extension Effective Date, New End Date, and Extension Sequence Number.

CW PO Details

  • Filters used: CW Active Flag (Hidden), CW Delete Flag (Hidden), CW Number, CW Start Date, PO Classification Name, Work Location Name
  • Data Sources: CW Details, PO Details
  • Fields:  CW Number, CW First Name, CW Last Name, Type of Service, CW Start Date, CW End Date, PO Number, Customer PO Number, Coupa PO Version Number, PO Classification Name, PO Description, PO Amount, PO Spent Amount, PO Start Date, PO End Date, Work Location Name, MSP Name, Supplier Name, Supplier Number, Currency Name, Currency Code, Source PO Header Active Flag, Source PO Master Active Flag, PO Master Line Item Number, PO Date, PO Line Amount, Site Location Name, PO Master Date Created, Vendor Name, Coupa PO Status Name, Coupa PO Version Date

CW Termination 

  • Filters used: CW Active Flag, Termination Status, Termination Date, 
  • Fields: CW Number, Customer Tracking Number, CW First Name, CW Last Name, CW Status, CW Active Flag, CW Record Effective Begin Date, CW Record Effective End Date, Supplier Name, Supplier Number, Requisition Number, Type of Service, Requisition Type, Work Location Name, Work Location Address, Currency Code, Rate Type Name, Termination Queue Status, Termination Status, Termination Date, and Will Rehire Flag.

Expense Detail

Captures details related to worker expenses. Expense-related data is refreshed every 30 minutes.

  • Filters used: Expense Status, Expense Effective Begin Date
  • Data sources: Expense, MSP Invoice Detail
  • Fields: Expense Number, Expense Title, Batch Number, Invoice Number, CW Number, CW Last Name, CW First Name, Amount, Approved Date, Charge Number, Expense Amount Billed, Expense Cancelled Flag, Expense Date, Submitted To Admin Date, Submitted To Customer Date, Expense Reason, Expense Sent Flag, Expense Status Display Name, Expense Status Event Type, Supplier Name, Supplier Number, GL Account Name, GL Number, Original Expense Number, Currency Code, Rejected Date, Reject Reason, Project Name, Project Code

Invoice Detail

Captures details related to invoice batches, including timesheet and expense data. Invoice-related data is refreshed every 30 minutes.

  • Filters used: Invoice Date, Invoice Number
  • Data sources: Invoice, Contingent Worker Details
  • Fields: Invoice Date, Invoice Number, Batch Number, Invoice Status, Invoice Reference, Internal Invoice Tracking, Currency Code, Batch Created Date, Item ID, Adjustment Flag, Invoice Billable Flag, Source Delete Flag, Invoice Line Item Payable Flag, PO Number, Supplier Name, Supplier Number, Rate Type Name, Adder Type, Adder Rate, Sales Tax Name, Charge Number, Pay Code, Pay Code Hours Type, CW Number, CW Last Name, CW First Name, CW Start Date, CW End Date, CW Status, Job Title Name, CW Email, CW Active Flag, Work Location Name, RegularHoursQuantity, OverTimeHoursQuantity, DoubleTimeHoursQuantity, CW Regular Pay Rate, CW OverTime Pay Rate, CW Double Time Pay Rate, Final Regular Bill Rate, Final Over Time BillRate, Final Double Time Bill Rate, Total CW Pay Amount, Total Supplier Amount, Total Final Amount, Task Order Number, SOW Number, Timesheet Date, Billing Supplier, PO Classification Name, Billing Supplier Amount

Timesheet Detail 

  • Filters used: Timesheet Number, Timesheet Status, and Start Work Date.
  • Fields: Current Version Flag, Timesheet Number, CW Number, CW Active Flag, CW Last Name , CW First Name , Supplier Name, Timesheet Status, Adjustment Flag, Start Work Date, End Date, Work Date, Period End Date, Regular Hours, OT Hours, DT Hours, Total Hours, Pay Code Name, Pay Code Reporting Hours Type, Rate Type Name, Regular Pay Rate, Over Time Pay Rate, Double Time Pay Rate, Supplier Double Time Bill Rate, Supplier Over Time Bill Rate, Supplier Regular Bill Rate, Total Amount, CW Charge Number, Timesheet Created Date, Timesheet Create User Email, Timesheet Create User Last Name, Timesheet Create User First Name, Timesheet Submitted For Approval Date, Timesheet Submitted User Email, Timesheet Submitted User First Name, Timesheet Submitted User Last Name, and Timesheet Approved Date.

Requisition Decline Detail 

  • Filters used: Requisition Number, Requisition Status, and Declined Date
  • Fields: Requisition Number, Requisition Status, Requisition Type, Type of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Supplier Name, Supplier Number, Declined Date, Decline Comment, and Rollback Declie Comment.

Submitted Candidates 

  • Filters used: Requisition Number, Requisition Status, Candidate Status, and Candidate Submission Date
  • Fields: Requisition Number, Requisition Status, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Work Location Name, Work Location Address, Rate Type Name, Low Bill Rate, High Bill Rate, Candidate Number, CCW Candidate Identifier, Candidate Type, Candidate Queue Status, Candidate Status, Candidate First Name, Candidate Middle Name, Candidate Last Name, Candidate Personal Email, Candidate Availability Date, Candidate Submission Date, Supplier Name, Former Retiree Flag, Former Employee Flag, Former Gov/Military Employee Flag, Former Intern Flag, Former Contractor Flag, Employment Type, Individual Corporation Flag, Recruiter First Name, Recruiter Last Name, and Recruiter Email.

Candidate Offers 

  • Filters used: Requisition Status, Requisition Number, Candidate Status, Offer Issue Date, and Start Date.
  • Fields: Current Information Flag, Requisition Status, Requisition Number, Candidate Status, Offer Issue Date, Candidate Submission Date, Requisition Type, Type Of Service, Job Title Name, Needed Start Date, Resources Required Quantity, Work Location Name, Work Location Address, Rate Type Name, Low Bill Rate, High Bill Rate, Estimated Contract Value Amount, Requisition Issue Date, Candidate Number, CCW Candidate Identifier, Candidate Type, Candidate First Name, Candidate Last Name, Supplier, Candidate Availability Date, Candidate Personal Email, Former Employee Flag, Former Retiree Flag, Former Gov/Military Employee Flag, Former Intern Flag, Former Contractor Flag, Employment Type, Individual Corporation Flag, Recruiter First Name, Recruiter Last Name, Recruiter Email, Preferred Start Date, Offer End Date, Proposed Regular Pay Rate, Proposed OT Pay Rate, Proposed DT Pay Rate, Final Regular Bill Rate, Final OT Bill Rate, and Final DT Bill Rate.

Candidate Work Order 

  • Filters used: Requisition Status, Requisition Number, Candidate Status, Work Order Issue Date, Work Order Preferred Start Date
  • Fields: Requisition Number, Requisition Status, Requisition Type, Type Of Service, Job Title Name, Resources Required Quantity, Work Location, Work Location Address, Rate Type Name, Low Bill Rate, High Bill Rate, Requisition Issue Date, Candidate Number, CCW Candidate Identifier, Candidate Type, Candidate Status, Candidate First Name, Candidate Last Name, Supplier, Candidate Availability Date, Candidate Submission Date, Candidate Personal Email, Former Employee Flag, Former Retiree Flag, Former Gov/Military Employee Flag, Former Intern Flag, Former Contractor Flag, Employment Type, Individual Corporation Flag, Recruiter First Name, Recruiter Last Name, Recruiter Email, Work Order Issue Date, Preferred Start Date, Customer Tracking Number, Needed Start Date, Work Order End Date, Regular Pay Rate, Over time Pay Rate, Double Time Pay Rate, Supplier Regular Bill Rate, Supplier Over Time Bill Rate, Supplier Double Time Bill Rate, and Current Information Flag.

SOW Task Order PO Details

Captures all Purchase Order (PO) details associated with Task Orders assigned to a SOW, as well as all standard fields from the SOW Task Order.

  • Filters used: PO Classification Name, Task Order Number, Task Order Start Date, Task order Status Name
  • Data sources: Task Order Profile, Purchase Order Details
  • Fields: Task Order Name, Task Order Number, Task Order Start Date, Task Order End Date, Task Order Status Name, PO Number, Coupa PO Version Number, PO Classification Name, PO Description, PO Amount, PO Spent Amount, PO Date, PO Line Amount, PO Master Line Item Number, PO Master Date Created, Coupa PO Status Name, Coupa PO Version Date, Total Contract Amount, Accounting Detail, Task Order Description, TM Cost Amount, Work Location Name, Currency Name, Currency Code.
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