ReportingThe problem: the client pack takes all of Friday

One button, one polished pack.

The numbers a board, a branch manager and a client each ask for, built from the same records the desks use. TalentCore does the assembling. You walk in and have the conversation.

Talk to us See how it works

19 presetsOperations, compliance and finance.
3 formatsCSV, Excel and PDF, with filters written on.
On a scheduleDaily, weekly or monthly, by email.

Example Foods

3 sites · 64 workers this month

MI ReportPack built

Management Information

Executive Summary

64Headcount97%Fulfilment

Page 1

Management Information

Fulfilment & Spend

Page 2

Management Information

Year-to-Date Fulfilment

Page 3

Management Information

People & Leaver Reasons

Page 4

Example Foods, October 2026Pack built. PDF ready to download.

Screens are drawn from the real product with made-up data.

What it doesThe problem: every question becomes a new spreadsheet

The same data, cut for whoever is asking.

Client packs, standard reports, one-off questions and the weekly numbers.

Client MI packBuilt from one button
Scheduled deliveryDaily, weekly or monthly
19 preset reportsOperations, compliance and finance
Ask in plain EnglishMira builds the one-off
Management accountsThe week's numbers
Board packSet up around yours
Smart insightsThe dashboard says what changed

A client MI pack you built in a minute

From a client record, one button builds a multi-page pack, from an executive summary with a written narrative to a compliance snapshot.

Pick a period: latest week, month to date, last month, quarter to date, year to date, or any dates.
One site, or all sites.
Download as a PDF, in that client's colours.

What is in the pack

Executive summary with a written narrative
Headcount
Starters and leavers
Spend and hours
Weekly and year to date fulfilment
Shift pattern by day of week
Skill mix
Top workers
Reasons for leaving
Compliance snapshot

Latest WeekMonth to DateLast MonthQuarter to DateYear to DateAll Sites

Management InformationExample Foods
October 2026

Executive Summary

Headcount: 64 distinct workers in period
Starters: 9 first-time shifts here
Leavers: 3 no shifts in 30+ days
Permanent: 1 placement in period

Latest Week Spend	£9,456.00
Latest Week Hours	520.0 hrs
Avg reliability	96/100

Weekly Fulfilment Trend

RequestedFilled

Prepared by Example RecruitmentPage 1

The monthly pack goes without you remembering

Set a frequency, a period and a recipient on a client's MI report. When it is due, TalentCore builds it again from that day's data and emails a link. Your own reports work the same way: save one with its filters, share it with the team, and have it land in an inbox.

Daily, weekly or monthly, for client packs and for saved reports.
Managers get the same report, cut the same way, every period.

Schedule Example Foods

FrequencyMonthly

Period coveredLast month

Recipientops at Example Foods

Next send: 1 December, covering November.

EExample Recruitment1 NovTo: ops at Example Foods

Your October report is ready

Management information

All sites, 1 to 31 October
Built this morning from live data

Open the report

Usually it is already a button

Nineteen preset reports cover operations, compliance and finance, each with its own filters. Each one exports to CSV, Excel or PDF.

The answer to "can you send me a list of" is usually a preset.

When it is not a preset, ask in plain English

Reporting Centre

CSVExcelPDF

WorkersClientsSubcontractorsBookingsVacancy ageingCancellationsSource qualityHoursComplianceAWRHoliday balancesRevenueClient profitabilityPerm placementsPayrollAdvert responseSocial mediaActivityNPS

Worker	Entitled	Taken	Remaining	Holiday Pay Held
Kay D.	18.5 days	6	12.5 days	£812.40
Tia F.	11 days	5	6 days	£232.38
Raj K.	16 days	9	7 days	£406.25

For anything else, ask in plain English

Describe the report in plain English and Mira builds it from your data. Like a preset, it exports to CSV, Excel or PDF.

The one-off question does not need a data analyst.

What Mira can do, and the limits on her

AI Report Builder

Describe what you need and Mira will build it from your data

Workers at Depot 1 whose licence expires before Christmas

Mira built this from the worker and compliance records. 3 rows.

Worker	Document	Expiry Date	Days Left
Omar S.	Reach truck	2 Dec 2026	21
Dev C.	Driver card	14 Dec 2026	33
Lou B.	Counterbalance	19 Dec 2026	38

The week's numbers, without waiting for month end

Management accounts show revenue, cost of sale, gross profit and margin week by week, with a year to date strip and an export for accounts. Filter by branch and by date. Managers see only the branches they have access to.

A weekly financial picture built from operational data.
A profit and loss view from the same figures.

Management Accounts

NorthYear to date

Revenue, year to date£2.14m

Gross profit£246k

Margin11.5%

Gross profit by week

£5.9k

8 weeks agoWeek ending 8 Nov

Week ending	Revenue	Cost of sale	Gross profit	Margin
8 Nov	£49,820	£43,910	£5,910	11.9%
1 Nov	£48,140	£42,690	£5,450	11.3%
25 Oct	£46,300	£41,330	£4,970	10.7%

Example, illustrative figures.

A board pack that builds itself

Where a weekly pack is still re-typed by hand, TalentCore can be set up around yours. Upload the weekly payroll summary, add the few figures that arrive separately, and it produces the management accounts workbook, a PDF and a branch league table. What it read is shown and checked against the source before anything is saved.

League table ranked on gross profit, with gross profit per cent, for the month and the year to date.
Kept behind its own permission, separate from general finance access.
Tailored to each customer's pack layout. It is set up with you, not switched on.

1Payroll summary
2Weekly figures
3Pack

Read 4 branches, 38 lines. Totals agree with the source workbook.

Weekly figures added. The few numbers that arrive separately, typed in once.

#	Branch	Gross profit, month	GP %
1	North	£21,480	11.6%
2	Central	£18,920	12.4%
3	East	£12,310	9.8%
4	West	£9,640	10.2%

Example, illustrative figures.WorkbookPDFEmail it to me

The dashboard says what changed

A dashboard card watches for falling margin, fill rate dropping, documents about to expire, sharp moves in revenue, assignments ending and clients booking less. Each insight links to the screen where you can act. The performance dashboard also ranks branches by gross profit, so you can see which are climbing and which are slipping.

Fill rate alert below 80%.
Compliance alert for documents expiring within 14 days.

Smart Insights 3 trends

Fill Rate Below 80%This week's fill rate is 76%. Check availability and recruitment pipeline.
Open availability grid
4 Workers Approaching Non-ComplianceThese workers have documents expiring within 14 days.
Open compliance hub
Sample Retail: Booking Volume Declining31 bookings this month vs 52 last month (40% drop).
Review client account

Nothing is typed twice, so nothing disagrees.

Data quality and auditThe problem: nobody can say who changed the record

Clean records, and a record of everything done to them.

A report is only as good as the data under it. TalentCore finds the faults and keeps the trail. People put it right and answer for it.

Data QualityA health check on the records
Audit logWho did what, and when
Export provenanceEvery export says what it is

A health check on the records

Data Quality finds workers who share a mobile, an email or a National Insurance number. It lists active workers with no booking in 90 days or more, and worker and client records missing critical fields. Each issue links straight to the record.

Duplicates are found before they cause a wrong match or a bounced text.
It has its own permission, because it shows personal details.

Duplicate Groups3

Stale Records41

Workers Missing Fields12

Clients Missing Fields2

Shared	Value	Workers
Mobile	07700 900412	Dom K. Dominic K.
Email	a.t at example.com	Ana T. Anna T.
NI Number	•• •• •• 41 C	Sam W. Samuel W.

Stale Records. Longest inactive first: Kit O., last booking 14 June.

Who did what, and when

Creates, updates, deletes, exports and views of sensitive records are logged with the person and the time. Search it, filter it, download it as CSV. A full access log pack brings sign-ins and other access events together in one download, for when a customer or an auditor asks.

Exporting the log is recorded in the log.
If something on a record changed, you can find out how without a blame game.

How access is controlled

When	User	Action	Details
10:44	Jo M.	ExportAudit log, CSV, 214 rows	Audit log, CSV, 214 rows
10:42	Jo M.	ViewLicence number revealed, Alex L.	Licence number revealed, Alex L.
10:31	Sam P.	UpdateWorker Kay D., mobile changed	Worker Kay D., mobile changed
10:14	Jo M.	UpdateMargin line marked checked	Margin line marked checked
09:58	Priya R.	CreateBooking, Example Foods, Depot 1	Booking, Example Foods, Depot 1

Every export says what it is

Every CSV, Excel and PDF export carries a block of metadata: the report, the person, the time, the system version, the filters applied and the row count. The spreadsheet you sent last month can be explained. One used as evidence in a contract review can be trusted, because its filters are written on it.

1	Worker	Remaining	Holiday Pay Held
2	Kay D.	12.5 days	£812.40
3	Tia F.	6 days	£232.38
…	184 more rows
190	Export	Holiday Balances
191	System	TalentCore v2026.11
192	Generated	11 Nov 2026, 10:47
193	Generated by	Jo M.
194	Filter: Branch	North
195	Filter: Status	Active
196	Rows	187

Why it matters

The pack builds itself. You bring the conversation.

For recruiters and for leaders

For recruiters

Walk into the review with the pack already made.

A professional client pack you built in a minute.
Your Monday list is in your inbox before you sit down.
Your branch's numbers, without waiting for month end.

TalentCore for recruiters

For business leaders

One version of the numbers, and the evidence behind it.

Client reporting becomes a reason to stay with you, and the evidence behind every renewal.
Standard reporting without a data analyst, and problems raised while they are small.
A defensible answer to "who had access to this and what did they do".

TalentCore for business leaders

The specifics

What you can count on.

8 facts

Each line is how the product behaves today.

19presets: From workers and bookings to AWR, holiday balances, client profitability and NPS.
3formats: Every report exports to CSV, Excel and PDF, with its filters written on it.
6periods: Client MI: latest week, month to date, last month, quarter to date, year to date, or any dates.
90days: An active worker with no booking for this long is listed as stale.
80%: Fill rate below this raises an insight on the dashboard.
14days: Documents expiring within this raise a compliance insight.
Daily, weekly or monthly: Delivery by email, for saved reports and client MI packs.
The log logs itself: Exporting the audit log is recorded in the audit log.

How it connects

Reports read the records the desks write.

6 links

Tell us which report takes you all Friday.

Ask us, and the reply comes from a person who knows recruitment. We will show you the button that replaces it.

Talk to us info@talentcorecrm.com