This report provides a summary of an agency or agencies by pulling basic information and pay history for the previous three years.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
|
Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
CHAPTERSLegend |
Legend
Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type AGENCY
- Click on the Comprehensive Agency Report
Logic
This report provides a summary of an agency or agencies by pulling basic information and pay history for the previous three years.
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employers list | Use this filter to refine Agency's Employer | |
| Region | All available Region list | Use this filter to refine Agency's Region | |
| Office | All available Office list | Use this filter to refine Agency's Office | |
| Date Type | Options: Date Entered, First Paycheck Date, Last Paycheck Date, Paycheck Date | Use this filter to refine agencies by Date Type | |
| Agency Type | All available Agency Types | Use this filter to refine Agency's Type | |
| Agency Status | All available Agency Status | Use this filter to refine Agency's Status | |
| Agency Name | Free Text | Filters agencies name | |
| Extra Value | All available Extra Values | Use this filter to refine Agency's Extra Values | |
| Date From | Use this filter to refine Agencies falling under the date range as per the date type selected | ||
| Date To | Use this filter to refine Agencies 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 |
| Agency Employer | Agency's Employer | |
| Agency Region | Agency's Region | |
| Agency Office | Agency's Office | |
| Agency ID | Agency ID | |
| Agency | Agency's Name | |
| Short Name | Agency's Short Name | |
| Department | Agency's Department | |
| Agency Status | Agency's Status | |
| Agency Type | Agency Type | |
| Reference ID | Agency's Reference ID | |
| Street 1 | Agency's Address 1 | |
| Street 2 | Agency's Address 2 | |
| City | Agency's City | |
| State | Agency's State | |
| Zip | Agency's ZipCode | |
| Geo Code | Agency's GeoCode | |
| Country | Agency's Country | |
| FEIN | Agency's FEIN | |
| First Paycheck Date | Agency's First Paycheck Date | |
| Last Paycheck Date | Agency's Last Paycheck Date | |
| Outstanding Transactions | Displays 'Yes' if there are transactions which has AgencyCost and Paycheck has not been issued. | Only if Agency is setup with PayNotRequired = 0. |
| Active Direct Deposits | Displays 'Yes' if the Agency has Active Bank. | |
| Invoice Pay Required | Indicates the payment option for indicating invoice pay required. | |
| Payment Delay In Days | Indicates the no. of days delay during the payment. | |
| Pay Beginning Date | Indicates the beginning date of the payment | |
| Pay Not Required | Indicates the payment option for indicating pay not required. | |
| 1099 Not Required | Indicates the payment option for indicating 1099 not required. | |
| Net Pay (Current Year) | Total net pay of an agency in current year. The column year advances annually. | |
| Net Pay (Current Year - 1) | Total net pay of an agency in last year. The column year advances annually. | |
| Net Pay (Current Year - 2) | Total net pay of an agency in year before last year. The column year advances annually. | |
| Agency Contact Method | Dynamically displays Agency's Contact Methods. | |
| Agency User | Dynamically displays Agency's User Types | |
| Agency Date | Dynamically displays Agency's Date types | |
| Extra Value | Dynamically displays Agency's Extra Value as selected in the Extra Value Parameter. | |
| Dates: Entered Date | Date Entered | |
| User: Entered By | User who made the entry |
Comments
0 commentsPlease sign in to leave a comment.