Enhanced Standard Reporting Availability
Enhanced Standard Reporting is now available as an optional feature for your system.
Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.
Customizing and Sharing This Report
Columns: Use the column selector to show, hide, or reorder columns to match your workflow.
Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.
Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.
Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.
The Comprehensive Company Report gives you a detailed view of your client company accounts, combining profile, billing, credit, payroll, and invoicing information in a single row per company. Use this report to review company setup, monitor credit exposure and AR aging, verify billing and pay configurations, and track invoice and hours totals across the current and prior two years.
Accessing the Report
- Click the Analyze tab.
The Reports sub tab will automatically be selected. - In the Search Reports field, type COMPANY.
- Click Comprehensive Company from the results list.
Understanding This Report
What This Report Shows You
The Comprehensive Company Report displays each client company as a separate row, bringing together profile details, address and contact information, credit and AR aging balances, billing and invoicing configuration, pay and time settings, agency and markup terms, and multi-year invoice and hours totals — all in one place.
Why Use This Report
This report helps your billing, credit, and account management teams answer critical questions:
- Which companies are approaching or exceeding their credit limit?
- How much outstanding balance does a company carry, and how is it distributed across aging buckets?
- What are a company's billing, pay, and invoicing settings?
- Which companies are on hold, and what's the reason?
- How has a company's invoice and hours volume trended over the last three years?
- Which companies work through an agency, and what fee or markup applies?
- When was a company last contacted?
Who Benefits From This Report
Different roles use this report to address specific operational needs:
Billing Managers: Verify invoice style, grouping, delivery, and payment terms are configured correctly for each company, and confirm statement and print settings before a billing run.
Credit and Collections Teams: Monitor credit limits, warning thresholds, hold codes, and AR aging balances to prioritize outreach and reduce risk exposure.
Account Managers: Review company profile, contact, and last-contact information alongside billing and pay setup before client conversations.
Finance Teams: Analyze multi-year invoice and hours totals to track account growth or decline and support financial forecasting.
Sales and Operations Managers: Review agency relationships, markup percentages, and VMS fees to evaluate account profitability and structure.
Using Filters
Filters appear on the right side of your screen and help you focus on specific segments of your data. All filters default to "Include all" when you first open the report.
Available Filters
| Filter Name | What It Does | When to Use It |
|---|---|---|
| Division | Filters results to companies tied to a specific employer or division. | Use to review companies within a single business unit or employer entity (not all accounts have divisions enabled). |
| Region | Narrows results to companies associated with a specific region. | Use to compare company activity or billing patterns across territories. |
| Office | Filters by the office associated with the company. | Use when reviewing account portfolios or billing setup at the branch level. |
| Company Name | Filters by company name (free text search). | Use to pull a full profile and billing setup for a specific company. |
| Extra Value | Filters by company extra values. | Use to analyze companies tagged with specific custom extra values for targeted reporting. |
| Date Entered | Filters companies by the date their record was entered into the system, using a quick-select period (for example, Last Month). | Use to review companies whose record was created within a specific time frame, such as newly added accounts. |
| First Invoice Date | Filters companies by the date of their first invoice. | Use to identify newer accounts or review companies by when billing began. |
| Last Invoice Date | Filters companies by the date of their most recent invoice. | Use to find companies with recent billing activity or flag accounts that have gone inactive. |
| Invoice Date | Filters companies by invoice date. | Use to review companies billed within a specific period. |
| First Paycheck Date | Filters companies by the date of their talent's first paycheck. | Use to review companies by when payroll activity for their talent began. |
| Last Paycheck Date | Filters companies by the date of their talent's most recent paycheck. | Use to identify companies with recent payroll activity or flag accounts that have gone inactive. |
| Paycheck Date | Filters companies by paycheck date. | Use to review companies with payroll activity within a specific period. |
Applying Your Filter Selections
- Click the edit icon next to any filter name to expand it.
- Make your selections by checking boxes or entering search text.
- Click Apply to update the report with your filtered view.
- Click Cancel to discard changes and return to the previous filter state.
Reading the Data
The Comprehensive Company Report displays each company as a single row with a wide range of fields spanning profile, credit, billing, pay, and financial history. The extensive field list lets you export exactly the information you need for account reviews, credit audits, or billing verification.
Key Field Categories
The report organizes information into logical categories to help you find what you need:
Organizational Information: Company Employer, Company Region, Company Office
Company Identification & Profile: Company ID, BO Company ID, Company, Company Link, Company Representative, Company Status, Company Industry, Company Revenue, Company Employees, Company Stock Symbol
Company Address & Contact: Company Address 1, Company Address 2, Company City, Company State, Company Province, Company Zip, Company Main Phone, Company Website
Credit & Risk: Credit Limit, Hold Code, Warning Value Type, Warning Value, AR Invoice Total Balance, Current Age Total Balance, AR Age 0-30 Days Total Balance, AR Age 31-60 Days Total Balance, AR Age 61-90 Days Total Balance, AR Age Over 90 Days Total Balance
Invoicing & Billing Setup: First Invoice Date, Last Invoice Date, Invoice To Department, Invoice Style, Invoice Separate By, Invoice Group By, Email Invoice To, Automatically Email Monthly Statements, Email Statements To, Print Invoice, Statement Letter Day, Billing Period, Billing Cycle, Default Billing Cycle, Payment Terms, Max Invoice Amount
Pay & Time Settings: Pay Period, Pay Cycle, Check Delivery, OT Plan, Weekend Day, Generate Daily Time Entry, Daily Pay Options, Time Capture Method, Rate Type, Default Overtime Rule
Financial Totals: LTD Total Invoice Amount, Total Sales Tax Amount, Total Discount Amount, Total Payment Amount, Total Invoice Amount - Current Year, Total Invoice Amount - One Year Ago, Total Invoice Amount - Two Years Ago, Total Hours - Current Year, Total Hours - One Year Ago, Total Hours - Two Years Ago
Agency & Markup: Agency, Agency Fee, Default WC Code, Default Mark Up, VMS Fee %, Contract Markup %, Permanent Markup %
Activity & Extras: Last Contact Date, Extra Values
| Field Category | How to Use It |
|---|---|
| Credit & Risk | Credit Limit sets the debt ceiling before a company must lower its balance to keep using services. Warning Value Type and Warning Value work together to flag when a company approaches that limit — as either a percentage or a specific dollar amount. The four AR Age buckets (0-30, 31-60, 61-90, Over 90 Days) break the AR Invoice Total Balance down by how long each invoice has been outstanding, while Current Age Total Balance shows the remaining balance owed. |
| Invoicing & Billing Setup | Invoice Style, Invoice Separate By, and Invoice Group By determine the format and grouping of a company's invoices (for example, by Department or Office). Automatically Email Monthly Statements, Email Statements To, and Print Invoice indicate how and where statements and invoices are delivered. Billing Period and Billing Cycle define how often and during which week of the month a company is billed. |
| Pay & Time Settings | Pay Period and Pay Cycle define how often and during which week of the month a company's talent is paid. Time Capture Method (for example, Timesheet or Batch Hours) and Rate Type (for example, Hourly) show how time and pay are captured and calculated by default for the company. |
| Financial Totals | The Total Invoice Amount and Total Hours fields for the Current Year, One Year Ago, and Two Years Ago let you compare invoice and hours volume across the current year and the two prior years. These column labels advance automatically each year. |
| Agency & Markup | Agency and Agency Fee identify companies connected through a third-party agency and the fee charged for that relationship. Default Mark Up, VMS Fee %, Contract Markup %, and Permanent Markup % show the profit and fee percentages applied when billing the company. |
Understanding What You're Seeing
Multi-year totals: The Total Invoice Amount and Total Hours fields for the Current Year, One Year Ago, and Two Years Ago always reflect the current year and the two years prior — the column labels shift forward automatically as each new year begins.
Blank warning or hold fields: If Warning Value Type, Warning Value, or Hold Code are blank, the company does not currently have a credit warning threshold or hold in place.
AR aging buckets: The four AR Age Total Balance columns (0-30, 31-60, 61-90, and Over 90 Days) divide up the AR Invoice Total Balance based on how long each outstanding invoice has been unpaid.
Dynamic Extra Values: The Extra Values field displays whichever custom extra values are configured for each company and populates dynamically based on the companies in your filtered results.
Practical Applications
Credit Risk Monitoring
Credit and collections teams can review Credit Limit, Warning Value, and the AR Age Total Balance columns together to identify companies approaching their limit or carrying significant balances in the oldest aging buckets, then prioritize outreach accordingly.
Billing and Invoice Setup Verification
Billing managers can confirm Invoice Style, Invoice Separate By, Invoice Group By, and delivery settings (Email Invoice To, Print Invoice, Automatically Email Monthly Statements) are configured correctly for each company before a billing run.
Account Management and Relationship Reviews
Account managers can pull a single company's profile, contact, and Last Contact Date fields to prepare for client conversations, and cross-reference Company Representative to confirm account ownership.
Multi-Year Trend Analysis
Finance teams can compare the Total Invoice Amount and Total Hours fields for the Current Year, One Year Ago, and Two Years Ago to spot growing or declining accounts and support forecasting and account planning.
Agency and Profitability Review
Sales and operations managers can filter to companies with an Agency assigned and review Agency Fee, Default Mark Up, VMS Fee %, Contract Markup %, and Permanent Markup % to evaluate the profitability and fee structure of each account.
Exporting Your Data
Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.
- Apply any filters you want included in your 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: Creates a visual snapshot of the report as currently displayed.
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools.
- PDF File: Generates a formatted document suitable for printing or formal distribution.
Additional Export Options
The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.
Refreshing the Report
Report data refreshes automatically in the background. However, if you want to see the most current company, billing, or credit information immediately after making changes, you can manually refresh.
- Locate the circular arrow icon above the filter panel on the right side of the screen.
- Hover over the icon to see it expand and display the word "UPDATE."
- Click the icon to re-run the report based on your current filter selections.
The report will reload with the latest company data from your database, reflecting any new invoices, payments, credit updates, or profile changes since you last viewed it.
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