Analyze Report: Company Info

The Company Info Analyze Report provides a comprehensive overview of the information available for a company in the front office system. This report is designed to assist users in quickly accessing and filtering data related to companies, enabling them to make informed decisions and manage company-related information efficiently.

Key Takeaways 

• Efficient Data Filtering: The Company Info Analyze Report offers a wide range of filter options, such as division, region, office, status, and more. Users can efficiently narrow down their search results to access specific company information that meets their criteria. This feature simplifies data retrieval and enhances productivity.

• Comprehensive Field Details: The report provides detailed field information about each company, including division, region, contact details, and more. This comprehensive set of data fields ensures that users have access to all the essential information they need to make informed decisions and effectively manage company-related data.

• Date Range Flexibility: Users have the flexibility to specify date ranges for company creation, allowing for historical data analysis or focusing on recent additions. The inclusion of predefined date ranges simplifies the process while still accommodating custom date range selections, enabling users to refine their data queries effectively.

Report Filters

The Company Info Analyze Report offers several filter options that allow users to refine their search results based on specific criteria. Here are the available filter options along with their descriptions:

Division

• Options: All available Employer list
• Description: Use this filter to refine the selection of companies based on their division or employer.

Region

• Options: All available Region list
• Description: Use this filter to narrow down companies by their geographical region.

Office

• Options: All available Office list
• Description: Refine your search by selecting a specific office location associated with a company.

Company

• Options: All available Company list
• Description: Use this filter to search for a company by its name.

Status

• Options: All available list of Company Status
• Description: Refine the results based on the status of the company.

Representative

• Options: All available list of Company Representative
• Description: Narrow down companies based on their assigned representatives.

Company Categories/Details

• Options: All available list of Categories and details of Company, formatted as Category: Detail
• Description: Use this filter to search for companies based on specific categories and details.

Company Tags

• Options: A free textbox
• Description: Refine your search by entering specific tags associated with a company. Use '%' to refer to all available tags.

Company Sources

• Options: All available list of Company Sources
• Description: Filter companies based on their data sources.

Date From

• Options: None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month, etc.
• Description: Use this filter to specify a date range for filtering companies created within a specific time frame. When "Date Range" is selected, "Date From" and "Date To" will be automatically disabled. Users can choose either a predefined date range or enter custom date ranges.

Date To

• Options: (Dependent on "Date From" selection)
• Description: This field complements the "Date From" filter, allowing users to specify the end date of the date range.

 

Field Details

The Company Info Analyze Report provides the following field details for each company in the search results:

Company Division

• Description: Company’s Employer/Division

Company Region

• Description: Company’s Region

Company Office

• Description: Company’s Office

Company ID

• Description: Company’s ID

Company Name

• Description: Company’s Name

Status

• Description: Company’s Status

Website

• Description: Company’s Website

Phone

• Description: Company’s Phone

Fax

• Description: Company’s Fax Phone

City

• Description: Company’s City

State/Province

• Description: Company’s State and Province

Zip/Postal Code

• Description: Company’s Zip Code

Industry

• Description: Company’s Industry Code

Created Date

• Description: Company’s Created Date

Last Contacted

• Description: Recent Message date for a company

Representative

• Description: Company’s representative (If multiple, displayed as a comma-separated value)

Company Categories/Details

• Description: Company’s categories and details (Value has been formatted as Category: Detail. If multiple, displayed as a comma-separated value)

Company Tags

• Description: Company’s tags (If multiple, displayed as a comma-separated value)

Company Sources

• Description: Company’s sources (If multiple, displayed as a comma-separated value)