Partner reports: what's available and how to run them

Last updated: August 27, 2026

The Ascen partner portal includes a full suite of reports scoped to your agency's own data — covering timesheets, payroll, invoices, onboarding, and more — that you can run, download, and schedule for automatic email delivery.

Who can run reports

Reports are available to partner users with a billing-capable role: Owner, Admin, Manager, Finance, or Recruiter. Users with a timesheet-only or document-verifier role cannot access the reports section.

How to run a report

In the left-hand menu, click Finance, then Reports.
Select the report you want from the list.
Use the filters (date range, client, contractor, state, purchase order, and others) to narrow the results.
Click Run Report. Larger reports run asynchronously and are emailed to you when ready.
To download results as a CSV, click Export Report once the report has finished.

Report catalog

Reports are grouped below by theme. Every report shows only your agency's own data.

Workforce and assignments

Report	What it shows / when to use it
Assignments	Full list of your assignments with job details, pay and bill rates, timelines, and end reasons — useful for a complete workforce snapshot or auditing placement details.
Hours Worked	Hours logged by active and recently ended contractors, with flags for workers with missing hours — use this to catch unpaid or under-reported hours before payroll closes.
Partner Timesheets	Filtered view of timesheets with hours, approximate bill amount, and assignment details — good for a quick timesheet summary across your book.
Timesheets and Expenses	Combined timesheet and expense detail in one export — handy when you need a single file for client billing review.
Payroll Timesheets	Timesheets cross-referenced to a specific payroll run — use this to reconcile what was paid in a given period.
Contractor Turnover	Turnover statistics across your contractor population — useful for retention tracking over time.
Contractor Accruals	PTO and leave accrual balances for your contractors — helpful when a worker asks about their available time off.

Onboarding and compliance

Report	What it shows / when to use it
Onboarding	Onboarding progress by sub-step across live assignments — run this to see which workers are stuck and at what step.
Missing Direct Deposit	Workers who have not yet set up direct deposit — use this to follow up with contractors before payroll runs so no one receives a delayed payment.
Missing Credentials	Contractors with incomplete license or credential data — useful for compliance checks before an assignment starts.
Stipend Changes	History of stipend changes across your assignments — use this to audit compensation adjustments over time.

Financial and invoicing

Report	What it shows / when to use it
Partner Payroll	Payroll summary for your agency for a given period — a good starting point for period-end reconciliation.
Payroll	Detailed payroll data across your contractors — use this for deeper payroll analysis or client reporting.
Invoice	Invoice detail across your client accounts — use this to review outstanding and paid invoices.
Accounting Invoice	Invoice data formatted for accounting purposes — export this when syncing to your accounting system.
Payment Allocations	Breakdown of how payments were applied across invoices — helpful when researching a specific payment.
Purchase Order	Purchase order data linked to assignments and invoices — use this when clients track spend against POs.
Commissions	Your commission and distribution detail by period — run this to review earnings from your placements.
Transaction Items	Line-item transaction breakdown — use this for detailed financial reconciliation.
Journal Entry	Accounting journal entries for your activity — intended for export to your accounting system.

Projected and actual

Report	What it shows / when to use it
Projected	Estimated payroll, revenue, and cost estimates based on current time and expenses in the system (regardless of whether they are invoiced or paid).
Actual (by Assignment)	Post-period actuals broken out by assignment — compare against projected to understand variance at the placement level.
Actual (by Invoice)	Post-period actuals broken out by invoice — use this for invoice-level financial review after billing.

Client and credit

Report	What it shows / when to use it
Credit Limit	Your agency's credit usage against its limit — check this to stay aware of available capacity.
Client Credit	Credit data for each of your clients — use this when evaluating a client's payment reliability.

Regulatory (if applicable)

Report	What it shows / when to use it
SF HCSO	San Francisco Health Care Security Ordinance data for your San Francisco-based contractors — required if you have workers covered by the ordinance.

Scheduling a report for automatic email delivery

You can set any report to run on a recurring schedule and deliver results to your team by email.

Go to Finance > Reports and open the Scheduled tab.
Click New Schedule (or the equivalent button in your portal).
Choose the report, set the frequency (daily, weekly, monthly, or a custom cadence), and enter the recipient email addresses.
Save the schedule. The report will run automatically and email results to the recipients you listed.

To edit or remove a schedule, return to the Scheduled tab, find the entry, and update or delete it.

Tip: Scheduling the Missing Direct Deposit report to run before each payroll period is a quick way to make sure every active worker has payment set up.

Questions or missing data

If a report shows unexpected results or you believe data is missing, email support@ascen.com. Reports always reflect your agency's own data and cannot include workers or assignments from other agencies.