Provides a summary of Company.
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
- Click on the Comprehensive Company Report
Logic
Provides a summary of Company.
Filter Options
| Parameter Name | Options | Description | |
| Division | All available Employers | Filters Companies Employer | |
| Region | All available Regions | Filters Companies Region | |
| Office | All available Offices | Filters Companies Office | |
| Company Name | Filters Companies Name | ||
| Extra Value | All available Extra Values | Filters Companies Extra Values | |
| Date Type | Date Entered, Hire Date, First Paycheck Date, Last Paycheck Date, Paycheck Date | ||
| Date From | Filters the company based on date type and which falls under the given date range | ||
| Date To | |||
| Date Range | 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'. |
Graphs/Widgets
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 Employer | |
| Company Region | Company Region | |
| Company Office | Company Office | |
| Company ID | Company ID | |
| BO Company ID | Company ID from Back Office (Classic) | |
| Company | Company Name | |
| Company Representative | Available users of company in a comma separated form | |
| Company Status | Company Status | |
| Company Address 1 | Company Address 1 | |
| Company Address 2 | Company Address 2 | |
| Company City | Company City | |
| Company State | Company state | |
| Company Province | Company Province | |
| Company Zip | Company Zip Code | |
| Company Main Phone | Company Main Phone | |
| Company Website | Company Website | |
| Company Industry | Company Industry Code | |
| Company Revenue | Company Revenue | |
| Company Employees | Company Employees | |
| Company Stock Symbol | Company Stock Symbol | |
| Credit Limit | A dollar amount debt ceiling at which the company may no longer use the staffing service without first lowering the amount owed. | |
| Hold Code | Reason of why the service has been on hold to the company | |
| Warning Value Type | The warning is generated when the company approaches a credit limit. The warning value type is designated as a percentage or specific amount of money owed. | |
| Warning Value | The warning value is the value which is expressed as a percentage or dollar amount based on the Warning Value Type. | |
| First Invoice Date | First Date of Invoice generated for the company | |
| Last Invoice Date | Recent Date of Invoice generated for the company | |
| Invoice To Department | Companies Department Name to which the invoices are sent | |
| Invoice Style | Format of the invoice Report sent to the company | |
| Invoice Separate By | Methods which separate the invoice | E.g; Department, Office |
| Invoice Group By | Methods to group the invoice | E.g; Department, Office |
| Email Invoice To | Show the email address of that company to which the invoice is sent | |
| Automatically Email Monthly Statements | Yes / No | Checks whether the companies monthly invoices are sent automatically or not |
| Email Statements To | Email Address of that Company to which the statement is sent | |
| Print Invoice | Yes / No | Checks whether the invoice can be printed or not |
| Statement Letter Day | Day of the month when the statement letter is generated | |
| Billing Period | Date Range over which the company is billed | E.g; Weekly , Bi- Weekly |
| Billing Cycle | Week of the month when a company is billed | E.g; First week , second week or last week |
| Pay Period | Frequency of the company's talent pay period | E.g. Weekly |
| Pay Cycle | Week of the month when a company pays its talent | E.g; First week , second week or last week |
| Check Delivery | Method through which the company distributes the talent pay | |
| OT Plan | Company's Default Ovetime Plan | |
| Weekend Day | Day of the week indicating what is considered a weekend for overtime calculation. | |
| Generate Daily Time Entry | Yes / No | Checks whether the company generates a daily amount of talent's time for daily pay |
| Daily Pay Options | Payment methods to those talents who receive payment on daily basis | |
| Payment Terms | Lending terms applied when a company repays an invoice | |
| Max Invoice Amount | Maximum amount of Invoice | |
| LTD Total Invoice Amount | Total amount invoiced to a company since the launch of the of the Employer - Company relationship | |
| Total Sales Tax Amount | Total amount of sales tax invoiced to the company | |
| Total Discount Amount | Total amount discounted to the company | |
| Total Payment Amount | Total amount paid to the company | |
| AR Invoice Total Balance | Balance owed to repay sent invoices | |
| Current Age Total Balance | Remaining Balanced owed on invoices | |
| Agency | Agency Name Which connects the Employer and Company | |
| Agency Fee | Fee charged by the agency for connecting Employer and Company | |
| Default WCCode | Default Workers Compensation Code | |
| Default Markup | Default profit value applied when the Employer charges the Company | |
| Last Contact Date | Recent Message date for a company | |
| Time Capture Method | Time Capture Method | E.g; Timesheet, Batch Hours |
| Rate Type | Default Rate Type | E.g: Hourly |
| Default Billing Cycle | Default week of the month when a company is billed | |
| Default Overtime Rule | Default Overtime Rule | |
| [Current year] Total Invoice | Total amount invoiced to the company in the year shown. The column year advances annually. | |
| [Current Year -1 ] Total Invoice | Total amount invoiced to the company in the year shown. The column year advances annually. | |
| [Current Year -2] Total Invoice | Total amount invoiced to the company in the year shown. The column year advances annually. | |
| AR Age 0 30 Days Total Balance | Balance remaining on invoices 0 - 30 days old | |
| AR Age 31 60 Days Total Balance | Balance remaining on invoices 31 - 60 days old | |
| AR Age 61 90 Days Total Balance | Balance remaining on invoices 61 - 90 days old | |
| AR Age Over 90 Days Total Balance | Balance remaining on invoices older than 90 days | |
| [Current Year ] Total Hours | Total talent's hours worked during the year shown. The column year advances annually. | |
| [Current Year - 1 ] Total Hours | Total talent's hours worked during the year shown. The column year advances annually. | |
| [Current Year - 2] Total Hours | Total talent's hours worked during the year shown. The column year advances annually. | |
| VMS Fee % | VMS Fee % | |
| Contract Markup % | Contract Markup % | |
| Permanent Markup % | Permanent Markup % | |
| Extra values | Dynamically show the available companies extra values | |
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