This report provides all the information related to the company's document.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type COMPANY DOCUMENT
- Click on the Company Document Report
Logic
This report provides all the information related to the company's document.
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employers list | Use this filter to refine Company's Employer | |
| Region | All available Region list | Use this filter to refine Company's Region | |
| Office | All available Office list | Use this filter to refine Company's Office | |
| Date Type | All available Date types list | Options in the dropdown: Company Entered Date, Document Entered Date, Document Expiration Date. Use this filter to refine the Date Type of Company and Company Documents | |
| Date From | Use this filter to refine Company documents falling under the date range as per the date type selected | ||
| Date To | Use this filter to refine Company documents falling under the date range as per the date type selected | ||
| Date Range | Options in the dropdown: None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month,etc. | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Field Details
- Click here to go to the Sales Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Notes |
| Company Employer | Company's Employer | |
| Company Region | Company's Region | |
| Company Office | Company's Office | |
| Company ID | Company ID in Front Office/BOLD | |
| BO Company ID | Company ID in Back Office/Classic | |
| Company | Company's Name | |
| Company Status | Company's Status | |
| Company Address 1 | Company's Address 1 | |
| Company Address 2 | Company's Address 2 | |
| Company City | Company's City | |
| Company State | Company's State | |
| Company Provice | Company's Provice | |
| Company Zip | Company's ZipCode | |
| Company Phone | Company's Phone | |
| Company Entered Date | Company's Entered Date | |
| Document Name | Company 's Document Name | |
| Document Entered Date | Company's Document Entered Date | |
| Document Expiration Date | Company's Document Expiration Date | |
| Document Privacy | Company's Document Privacy | |
| Document Type | Company's Document Type |
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