This information was compiled from a break-out session presented at the 2012 FRS Experience User Conference
“Measurement is the first step that leads to control and eventually to improvement. If you can’t measure something, you can’t understand it. If you can’t understand it, you can’t control it. If you can’t control it, you can’t improve it.”
– H. James Harrington
FRS was designed from Day 1 with this principal in mind. As owners and managers of your screening business, you must be able to measure your business, report those measurements to your clients and track your processes in order to improve and grow your business.
The team at FRS also sees reporting as a valuable tool. You have built your businesses around the operational efficiencies in FRS. The true value comes into play with the large number of reports and tracking features that FRS provides so that you can provide the vital information contained within FRS to your clients, your vendors, your management and your staff.
Over the years, FRS has grown to now contain more than 250 different reports to allow you to operate more efficiently, measure your key performance indicators and gain valuable insight into the tremendous amount of information contained within FRS.
This breakout session has been designed to allow you to learn more about the plethora of incredible reporting features built into your FRS system so that you can better utilize them in your daily operations.
The 250+ reports available in FRS have been broken down for you into 17 categories:
> DAILY OPERATIONS
> DAILY OPERATIONS – SUBJECT AND PROFILE PROCESSING
> DAILY OPERATIONS – RESEARCHERS
> DAILY OPERATIONS – RESEARCH REQUESTS AND RESULTS DELIVERY
> DAILY OPERATIONS – RESULTS REPORTING
> DAILY OPERATIONS – SEARCH LISTS
> DAILY OPERATIONS – SPECIAL FEATURES
> DAILY OPERATIONS – TRACKING
> BILLING AND FINANCIAL
> BUSINESS PRODUCTIVITY ANALYSIS
> EMPLOYEE ANALYTICS
> ONLINE AUTOMATION AND INTEGRATIONS
> UTILITIES – EMAIL AND FAX
> UTILITIES – WEBSITE
> UTILITIES – GENERAL
> CUSTOMIZABLE REPORTS
> GRAPHS
DAILY OPERATIONS
• Daily Activity Report
• Daily Status Report
• Incomplete Executive Summaries Report
• Annual MVRs Listing
DAILY OPERATIONS – SUBJECT AND PROFILE PROCESSING
• Employment Verification Form
• Education Verification Form
• Professional License Verification Form
• Verification Researcher Workload Assignments
• MyVerifications Assigned Report
• Criminal/Civil/Federal/Other Results Report Preview
• Profile Breakdown by State
• Subject Work Order Report
DAILY OPERATIONS – RESEARCHERS
• Overdue Tracer Reports
• Overdue Tracer Generation Log
• Researcher Assignment Report
• Researcher Assignment Log
• Researcher List – Geographical Coverage Report
• Researcher Coverage – Geographical Areas Not Covered
• Researcher Listing Report
• Researcher Details Report
• Verification Research Assignments
• Supplemental Research Assignments
• Researcher Assignment Log
DAILY OPERATIONS – RESEARCH REQUESTS AND RESULTS DELIVERY
• One-Touch Search List Distribution of Results
• One-Touch Search List Distribution of Research
• Consumer Letters
• Pre-Adverse and Adverse Action Letters
• Results Reporting History
DAILY OPERATIONS – RESULTS REPORTING
• Results Report – Deluxe Format
• Results Report – All-In-One Format
• Results Report – Individual Reports format
• Results Reports – 45 Individual Reports to provide ultimate flexibility
DAILY OPERATIONS – SEARCH LISTS
FRS comes with 21 individual Search List report styles to provide extreme flexibility in sending out all of the different search types in a multitude of formats to meet the unique needs of each research source or vendor
DAILY OPERATIONS – SPECIAL REPORTS FOR ADJUDICATION AND ADVERSE ACTION
• Adjudication Summary Report
• Adjudication Summary Status
• Adverse Action Letter
• Pre-Adverse Action Letter
• Adverse Action Letters Tracking
• Adverse Action Dispute Report
DAILY OPERATIONS – TRACKING
• Subject Record Calculator Report
• Outstanding Searches Snapshot Report
• Detailed Pendings Report
• Criminal / Civil Orders by State
• Criminal / Civil Jurisdiction Listing
• Total Criminal Counties Ordered Summary
• Other Search Types Breakdown Report
BILLING AND FINANCIAL
• Monthly Invoice (4 different reports make up this collection designed to provide the many unique invoice reporting options that FRS provides
• Daily Invoice
• Master Invoice
• Billing Lists / Summary of Charges (8 different reports make up this collection designed to provide the many unique options in reporting these charges to your clients with each invoice)
• Revenue / Research Cost Report
• Revenue / Research Cost Report – Other Search Type Breakdown
• Revenue / Research Cost Report – Criminal / Civil Breakdown
• Financial Activity Report
• Comprehensive Billing Code List
• Billing Code Assignment Report
• Master Billing Codes List
• Court Fee Assignments List
• Billing Codes Needed Report
• Client’s Billing Codes/Pricing List
• Complete Client Billing Detail List
• Web Billing Packages List
• Supplemental Charges Report
• Client Charges Summary
• Credit Card Receipt
• Credit Card Charges Listing
• Client’s Credit Card Setup Listing
• Credit Card Charged to an Invoice Listing
• Invoice History Report
• Past Due Invoices Collection Report (30/60/90 Days)
• Sales Commission Report
• Sales Tax Report
• Out-of-Package Billing Report
• Possible Extra Charges Discrepancies Report
• Un-invoiced Subjects Report
• Billing Codes Matching Other Search Type Descriptions
BUSINESS PRODUCTIVITY ANALYSIS
Business Productivity Analysis – 27 Individual Reports are available to provide ultimate flexibility and 1000’s of combinations of detailed and summary reports and Excel spreadsheet export options for accurately measuring, tracking and reporting your key performance indicators
EMPLOYEE ANALYTICS
• Audit Tracking Summary
• Login/Logout Activity Summary
• Login/Logout Activity Details
• Login/Logout Activity – All Login Records
• Verifications Processing – Volume and Turnaround Summary
• Verifications Processing – Volume and Turnaround Details
• Subject Completion Summary
ONLINE AUTOMATION AND INTEGRATIONS
• On-Line Services Posted back to Subjects Listing
• Email Log Listing
• Fax Log Listing
• FRS PASST Transaction Log
• FRS PASST Alerts Listing
• FRS PASST Errors Log
• Instant PASST Canceled Orders Listing
• FRS InstaCrim Transaction Log
• FRS InstaCrim Detailed Listing
• FRS InstaCrim ROI – Return on Investment Projections
• FRS MVR X-Changes Transaction Log
• MVR Results Summary Listing
• FRS MVR X-Changes Errors Log
• FRS i-Credit Transaction Log
• FRS DataLinX Transaction Log
• DataLinX Results Summary Listing
• FRS DataLinX Detailed Listing
• FRS Form I-9 Transaction Log
• ReferencePro Transaction Log
• National Student Clearinghouse Transaction Log
• The Work Number Transaction Log
UTILITIES – EMAIL AND FAX
• Email Message Detail Report
• Email Broadcast Report
• Fax Cover Page – CONFIDENTIAL!
• Fax Broadcast Report
UTILITIES – WEBSITE
• Website Administration Login Accounts
• Client Requests Entered at Website
• Current Client Results at Website
• Web Login Account Listing
• Web Searches Ordered based on Unique Order Number
UTILITIES – GENERAL
• Results Loaded through LinXml
• Requests Loaded through LinXml
• Possible Duplicates Loaded from LinXml Requests
• Audit Tracking List
• Other Search Types Listing
• All Subjects Ordering a Particular Other Search Type
• Missing Other Search Type Listing
• Background Re-Checks Listing
• Background Re-Checks Problems Encountered
• Client Listing Report
• Client Details Report
• Client Assignments Within Your System
• Subject History Listing Report
• FRS States Listing Table
• County Listing Report
• Federal District Listing Report
• FRS i-Credit Account Setup Form
• Equifax Setup Form
• Experian Setup Form
• TransUnion Setup Form
• On-Line Services Error Detail Report
• Vendor-Net Fax Hits Report
CUSTOMIZABLE REPORTS
The following reports can be customized to provide your company with a unique look-and-feel or to meet special requirements for your business:
• Custom Deluxe Report for reporting your results
• Custom Search List for unique requesting requirements for certain vendors or research sources
• Custom Employment Verification Forms sent to employers with your logo to verify a subject
• Custom Education Verification Forms sent to schools with your logo to verify a subject
• Custom Professional License Verification Forms sent to licensing boards with your logo to verify a subject
• Custom Invoices to provide a different look-and-feel and uniqueness to your client’s invoices
• Custom Master Invoices to provide a different look-and-feel and uniqueness to you’re the Master Invoices you send out
• MyReports – With the MyReports option (available on the right-side of the Report Menu in the Ribbon), we can develop unique reports for your business to provide any information that is not already reportable in these 250+ FRS reports or in the many graphs detailed on the next page.
NOTE: All customizable reports will be developed specifically for you and your company and will be charged at our standard custom programming rates
GRAPHS
From the “Management” tab in the FRS Intelli-Flow Workspace, you can have the following graphs generated each night for review by your management team:
• Average Turnaround Days by Client
• Average Turnaround Time by Client
• Bottom 20 Client Sales in Past Month
• Bottom 20 Client Sales in Past Year
• Gross Sales Margins – Last 12 Months
• Gross Sales Margins – Prior 12 Months (the year before)
• Gross Sales by Client in the Past Year
• Gross Sales by Month in the Past Year
• Price Breakdown by Other Search Types in Past 12 Months
• Price Breakdown by Other Search Types in Past 30 Days
• Price Breakdown by Screening Type in the Past 12 Months
• Price Breakdown by Screening Type in the Past 30 Days
• Revenue vs. Research Costs in Past 12 Months
• Revenue vs. Research Costs in Prior 12 Months (the year before)
• Revenue vs. Research Costs by Client
• Subjects Completed by Month
• Top 20 Client Sales in the Past Month
• Top 20 Client Sales in the Past Year
NOTES:
• Display of these graphs require that you have the FRS Data Manager running and have these graphs enabled to be re-built each night
• Only users with Administrative Rights + Management Reports and Graphs will be able to see these graphs
• In addition to these 18 built-in graphs, we can build custom graphs for you which will be charged at our standard custom programming rates
