Analyze Report: Company Info

October 02, 2026 17:35

The Company Info report provides a comprehensive overview of company records in AviontéBOLD. Use it to quickly access, filter, and export company data — including contact details, status, assigned representatives, and categories.

Accessing the Report

Click the Analyze tab.
The Reports sub-tab is selected automatically.
In the Search Reports field, type Company Info.
Click the Company Info report tile.

Understanding This Report

What This Report Shows You

The Company Info report displays one row per company record, pulling data from the front office system. Each row captures the company's organizational details (division, region, office), contact information, status, assigned representatives, and custom categories, tags, and sources. The report reflects the current state of each company record at the time it is run.

Why Use This Report

Use this report to answer day-to-day questions about your company records:

Which companies are active in a specific region or office?
Which representative is assigned to a given company?
What companies were added within a specific date range?
Which companies belong to a specific category or have a particular tag?
When was a company last contacted?
What is the status distribution across companies in a division?

Who Benefits From This Report

Different roles use this report to support specific needs:

Account Managers: Quickly pull contact details, representative assignments, and last-contacted dates to prepare for outreach and manage their book of business.

Recruiters: Filter by company category or source to identify target accounts and prioritize engagement efforts.

Operations Managers: Monitor company record quality, verify status accuracy, and ensure data is current across divisions and offices.

Executive Leadership: Review company distribution across regions and offices to support territory planning and growth decisions.

Using Filters

Filters appear on the right side of the screen. All filters default to showing all available data when you first open the report.

Available Filters

Filter Name	What It Does	When to Use It
Division	Filters by the employer/division associated with the company.	Use when you need results scoped to a specific division or employer entity.
Region	Filters by the geographical region assigned to the company.	Use to compare company data across regions or focus on a specific territory.
Office	Filters by the office location associated with the company.	Use when you want results tied to a specific office.
Company	Filters by company name.	Use to look up a specific company or a defined set of companies.
Status	Filters by company status (e.g., Active, Inactive).	Use to isolate active accounts or audit inactive records.
Representative	Filters by the assigned company representative.	Use to pull a rep's full book of business or review assignment distribution.
Company Categories/Details	Filters by company category and detail, formatted as Category: Detail.	Use to segment companies by classification type or custom detail values.
Company Tags	Free-text filter that searches company tags. Use % as a wildcard to match all available tags.	Use when companies are tagged with custom identifiers you want to filter by.
Company Sources	Filters by the data source associated with the company record.	Use to track where company records originated.
Date From	Sets the start of a date range for company creation date.	Use with Date To to limit results to companies created within a specific window.
Date To	Sets the end of the date range for company creation date.	Used in combination with Date From.
Date Range	Predefined date range options (Yesterday, Last Week, This Month, etc.).	Use as a quick alternative to manually entering Date From and Date To.

Note: When Date Range is selected, the Date From and Date To fields disable automatically. Use either Date Range or Date From/Date To — not both.

Applying Your Filter Selections

Click the edit icon next to any filter name to expand it.
Make your selections using checkboxes or dropdowns.
Click Apply to update the report.
Click Cancel to discard changes and return to the previous filter state.

Reading the Data

The Company Info report displays each company as a separate row with comprehensive details about its organizational structure, contact information, and custom data. The full field list allows you to export exactly the information you need.

Field Details

Field Name	Description
Company Division	The employer/division associated with the company.
Company Region	The region assigned to the company.
Company Office	The office location associated with the company.
Company ID	The company's unique ID in AviontéBOLD.
Company Name	The company's name as it appears in the system.
Status	The company's current status (e.g., Active, Inactive).
Website	The company's website URL.
Phone	The company's primary phone number.
Fax	The company's fax number.
City	The city listed on the company record.
State/Province	The state or province listed on the company record.
Zip/Postal Code	The zip or postal code listed on the company record.
Industry	The industry code assigned to the company.
Created Date	The date the company record was created in the system.
Last Contacted	The most recent message date recorded for the company.
Representative	The representative(s) assigned to the company. Multiple values display as comma-separated.
Company Categories/Details	The categories and details assigned to the company, formatted as Category: Detail. Multiple values display as comma-separated.
Company Tags	Tags associated with the company record. Multiple values display as comma-separated.
Company Sources	The data sources associated with the company. Multiple values display as comma-separated.

Practical Applications

The Company Info report supports a wide range of day-to-day workflows. Account managers can pull a full list of their assigned companies filtered by status and region to prepare for territory reviews. Operations teams can audit record quality — checking for missing contact details, outdated statuses, or unassigned representatives — and export results for cleanup. Leadership can use division and region filters to understand how accounts are distributed across the organization. For agencies tracking company acquisition over time, filtering by Created Date gives a clear view of growth by period. The report's breadth of fields makes it equally useful for targeted lookups and large-scale data exports.

Exporting Your Data

Export report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.

Apply any filters you want reflected in the export.
Click the three-dot menu icon (⋮) in the top right corner of the report area.
Select your preferred format from the Download submenu:
- Image: A visual snapshot of the report as currently displayed.
- CSV File: Raw data compatible with Excel, Google Sheets, and database tools.
- PDF File: A formatted document suitable for printing or distribution.

Note: Your export includes only the data visible based on your current filter selections. To export all company records, ensure all filters are set to their default state before downloading.

Additional Export Options

The three-dot menu also provides options to repeat rows, merge rows, and adjust other display settings. These affect how the report appears both on screen and in exports.