Company Info with Company Types Report

October 02, 2026 17:35

The Company Info with Company Types report extends the standard Company Info report with the ability to distinguish between Standard and Parent company records. Use it to filter, view, and export company data segmented by company type — including which parent company each standard company is linked to.

Note: This report is available only to organizations with the Company Types feature enabled. Access also requires the Company Info with Company Types user permission, found under Operational Reports in User Settings or User Types.

Accessing the Report

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

Understanding This Report

What This Report Shows You

The Company Info with Company Types report displays one row per company record, combining all the fields available in the standard Company Info report with two additional columns: Company Type and Linked Parent Company. Company Type identifies each record as either Standard or Parent. Linked Parent Company shows the name of the parent company associated with a standard company record, or displays blank if no parent is linked.

Why Use This Report

Use this report to answer questions that require visibility into your company structure:

Which companies in a given region are Parent accounts vs. Standard accounts?
Which standard companies are linked to a specific parent company?
How many parent company records exist across divisions or offices?
Which standard companies have no linked parent assigned?
What is the full contact and status detail for all companies of a given type?

Who Benefits From This Report

Different roles use this report to support specific needs:

Account Managers: Understand the full parent-child structure of their accounts and confirm which standard companies roll up to which parent — without manual record-by-record review.

Operations Managers: Audit company type assignments, verify parent linkages are accurate, and export structured data for record quality reviews.

Recruiters: Filter by company type when researching accounts to ensure they're engaging the right level of the organization.

Executive Leadership: Review the distribution of parent and standard company records across the organization to support account structure planning.

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 Type	Filters by company type: All, Standard, or Parent.	Use to isolate parent company records, standard company records, or view both together.
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 with Company Types report displays each company as a separate row. All fields from the standard Company Info report are included, along with two additional columns that identify each company's type and its linked parent company.

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.
Company Type	Identifies the company record as Standard or Parent.
Linked Parent Company	The name of the parent company associated with this record. Displays blank if no parent company is linked.
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 with Company Types report gives account teams a clear view of how their company records are structured. Use the Company Type filter to pull a focused list of parent accounts for executive-level outreach, or filter for standard companies and review which ones have a linked parent — and which don't. Operations teams can export the full dataset to audit type assignments and validate that parent linkages are accurate across all records. For organizations managing complex account hierarchies, this report makes it straightforward to confirm that your data structure reflects your real-world relationships before running territory reviews or account planning sessions.

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.