Run Report - Company

The Company List By Property report provides a list of properties and the companies that are associated with them.

Companies that do not have a property associated with them are not included in this report.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Property – Click the Select link to run the report for a particular property.
• Region – Select a value to run the report for a particular region. If you select a property, this field is not displayed.
• Company Name – Enter a value to find documents that contain the specified characters in their company name. This search is not case-sensitive. The search is done on the entire word or phrase entered, not on individual words. You can enter part of a word (for example, entering "ca" will find both car and California).
• Address 1 – Enter a value to run the report for companies that contain the specified characters in their first address field. This criterion will search in the Address 1 field only, not the Address 2 field. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• City – Enter a value to run the report for companies that contain the specified characters in their city name. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• State – Click the Select link to run the report for companies that are located in a particular state/province and country.
• Primary Contact Name – Enter a value to run the report for companies that contain the specified characters in their primary contact's name. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered. For example, if you enter "John," companies with both John Smith and Amy Johnson as the primary contact will be returned.
• Vendor Code – Enter a value to run the report for companies that contain the specified characters in their vendor code, typically an accounting system identification number for the company. The system searches on the value in the Vendor Code field only, not the Vendor Code 2 field. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• Category – Select a value to run the report for companies that belong to a particular category (for example, Architects, Cleaning Contractors, or Electrical Contractors).
• SIC – Enter a value to run the report for companies that have Standard Industry Classification (SIC) code listed as their as their primary type of business. Only companies that have an exact match to the value entered are returned. For example, if "7" is entered, companies whose SIC codes begin with 7 will not be returned.
• Vendor – Select a value to find documents that are associated with vendors only or with all companies.
• Minority – Select a value to run the report for all companies or minority-owned companies only.
• Woman-Owned – Select a value to run the report for all companies or woman-owned companies only.
• Preferred Vendor – Select a value to run the report for all companies or for preferred vendors only.
• Status – Select a value to run the report for either Active or Inactive companies.

Report Output

The generated report contains one row for each property/company pair. The results include:

• Property – the property the company is associated with
• Company – the name of the company
• Address 1 – the street address of the company
• Address 2 – further definition of the company's address
• City – the city where the company is located
• State – the state where the company is located
• Zip – the zip code for the company's location
• Country – the country where the company is located
• Phone – the main phone number for the company
• Fax – the fax number for the company
• Emergency Phone – an emergency phone number for the company; usually the primary contact's emergency number
• Primary Contact Name – the name of the main contact for the company
• Pager - the pager number for the primary contact
• Preferred - Yes if the company is a preferred vendor
• Minority Owned? – Yes if the company is minority owned
• Company Email – the primary email address for the company
• Contract Type – the type of work contract this company uses (for example, service agreement or hourly rate)
• Category – the category that classifies the type of company

The Company Listing report lists all companies that are defined in the system and provides a summary of their basic company detail information.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Property – Click the Select link to run the report for a particular property.
• Region – Select a value to run the report for a particular region. If you select a property, this field is not displayed.
• Company Name – Enter a value to find documents that contain the specified characters in their company name. This search is not case-sensitive. The search is done on the entire word or phrase entered, not on individual words. You can enter part of a word (for example, entering "ca" will find both car and California).
• Address 1 – Enter a value to run the report for companies that contain the specified characters in their first address field. This criterion will search in the Address 1 field only, not the Address 2 field. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• City – Enter a value to run the report for companies that contain the specified characters in their city name. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• State – Click the Select link to run the report for companies that are located in a particular state/province and country.
• Primary Contact Name – Enter a value to run the report for companies that contain the specified characters in their primary contact's name. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered. For example, if you enter "John," companies with both John Smith and Amy Johnson as the primary contact will be returned.
• Vendor Code – Enter a value to run the report for companies that contain the specified characters in their vendor code, typically an accounting system identification number for the company. The system searches on the value in the Vendor Code field only, not the Vendor Code 2 field. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• Category – Select a value to run the report for companies that belong to a particular category (for example, Architects, Cleaning Contractors, or Electrical Contractors).
• SIC – Enter a value to run the report for companies that have Standard Industry Classification (SIC) code listed as their as their primary type of business. Only companies that have an exact match to the value entered are returned. For example, if "7" is entered, companies whose SIC codes begin with 7 will not be returned.
• Vendor – Select a value to find documents that are associated with vendors only or with all companies.
• Minority – Select a value to run the report for all companies or minority-owned companies only.
• Woman-Owned – Select a value to run the report for all companies or woman-owned companies only.
• Preferred Vendor – Select a value to run the report for all companies or for preferred vendors only.
• Status – Select a value to run the report for either Active or Inactive companies.
• Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).

Report Output

The generated report contains one row for each company. The results include:

• Company – the name of the company
• Address 1 – the street address of the company
• Address 2 – further definition of the company's address
• City – the city where the company is located
• State – the state where the company is located
• Zip – the zip code for the company's location
• Country – the country where the company is located
• Phone – the main phone number for the company
• Fax – the fax number for the company
• Emergency Phone – an emergency phone number for the company; usually the primary contact's emergency number
• Primary Contact Name – the name of the main contact for the company
• Pager - the pager number for the primary contact
• Vendor – Yes if the company is a vendor
• External Company ID – ID number that assists with communication to a third party system
• Internal Vendor Code – internal vendor ID number; typically associated with an accounting system
• Internal Vendor Code 2– an additional internal vendor ID number; typically associated with an external system
• Allow Time Cards? – Yes if the company uses the Time Card module
• Company Email – the primary email address for the company
• Web Site – the Internet address for the company's website
• Minority Owned? – Yes if the company is minority owned
• Category – the category that classifies the type of company
• Contract Comments – any comments associated with the company's primary contract
• Risk Rating – rating of the risk associated with doing business with this company
• Type of Access – whether supervised or unsupervised access to properties is allowed
• Authorized to Use Subcontractors – Yes if this company is authorized to subcontract work to other companies
• W-9 on File – Yes if this company's W-9 is on file; No if it is not, or Unknown

The Company Insurance Report By Property report provides Certificate of Insurance (COI) information for the companies who are tracking COIs on the Vendor Company-Property Details page. Installations utilizing Company Documents to track certificates of insurance will not utilize this report. For information on COI reporting through company documents, see the Documents page.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Property – Click the Select link to run the report for a particular property.
• Region – Select a value to run the report for a particular region. If you select a property, this field is not displayed.
• Company Name – Enter a value to find documents that contain the specified characters in their company name. This search is not case-sensitive. The search is done on the entire word or phrase entered, not on individual words. You can enter part of a word (for example, entering "ca" will find both car and California).
• Address 1 – Enter a value to run the report for companies that contain the specified characters in their first address field. This criterion will search in the Address 1 field only, not the Address 2 field. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• City – Enter a value to run the report for companies that contain the specified characters in their city name. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• State – Click the Select link to run the report for companies that are located in a particular state/province and country.
• Primary Contact Name – Enter a value to run the report for companies that contain the specified characters in their primary contact's name. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered. For example, if you enter "John," companies with both John Smith and Amy Johnson as the primary contact will be returned.
• Vendor Code – Enter a value to run the report for companies that contain the specified characters in their vendor code, typically an accounting system identification number for the company. The system searches on the value in the Vendor Code field only, not the Vendor Code 2 field. This criterion is not case-sensitive but will only return companies that contain the entire word or phrase entered.
• Category – Select a value to run the report for companies that belong to a particular category (for example, Architects, Cleaning Contractors, or Electrical Contractors).
• SIC – Enter a value to run the report for companies that have Standard Industry Classification (SIC) code listed as their as their primary type of business. Only companies that have an exact match to the value entered are returned. For example, if "7" is entered, companies whose SIC codes begin with 7 will not be returned.
• Vendor – Select a value to find documents that are associated with vendors only or with all companies.
• Minority – Select a value to run the report for all companies or minority-owned companies only.
• Woman-Owned – Select a value to run the report for all companies or woman-owned companies only.
• Preferred Vendor – Select a value to run the report for all companies or for preferred vendors only.
• Status – Select a value to run the report for either Active or Inactive companies.

Report Output

The generated report contains one row for each company. The results include:

• Property – the property the company is associated with
• Company – the name of the company
• Address 1 – the street address of the company
• Address 2 – further definition of the company's address
• City – the city where the company is located
• State – the state where the company is located
• Zip – the zip code for the company's location
• Country – the country where the company is located
• Primary Contact Name – the name of the main contact for the company
• Phone – the main phone number for the company
• Fax – the fax number for the company
• Company Email – the primary email address for the company
• Insurance Certificate? – Yes if the company is maintaining their certificate of insurance on the Vendor Company-Property Details page
• Ins Cert Expiration – the expiration date of the certificate of insurance
• Ins Cert Desc - a description of the certificate of insurance
• First Name – the first name of the individual from this company that arrives on-site to perform work
• Last Name– the last name of the individual from this company that arrives on-site to perform work
• Contact Phone – the phone number of the individual from this company that arrives on-site to perform work
• Other Rules?– Yes if other vendor-specific rules apply for this company
• Other Rules Description– a description of any vendor-specific rules, for example "only licensed electricians"
• Category – the category that classifies the type of company
• External Company ID – ID number that assists with communication to a third party system

The Company Documents report provides detailed information about the documents on file for the specified companies.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

• Company Name - Enter a value to run the report for a specific company.
• Search Text – Enter a value to find documents that contain the specified characters in either their description or their document ID number. This search is not case-sensitive. The search is done on the entire word or phrase entered, not on individual words.
• Property – Click the Select link to run the report for a particular property.
• Region – Select a value to run the report for a particular region. You can select a property or a region, but not both.
• Document Type – Select a value to find documents of a particular type from the drop-down menu (for example, lease or contract).
• Contract Type – If the document is a contract, select a value to find contracts of a particular type (for example, hourly or fixed bid).
• Category – Select a value to run the report for companies that belong to a particular category (for example, Architects, Cleaning Contractors, or Electrical Contractors).
• Document Status – Select a value to find documents in a particular status (for example, pending or approved).
• Minority – Select a value to run the report for all companies or minority-owned companies only.
• Woman-Owned – Select a value to run the report for all companies or woman-owned companies only.
• Expiration Date – Enter two date values to find documents that expire within the specified date range.
• Preferred Vendor – Select a value to run the report for all companies or for preferred vendors only.
• Contract Manager – Click the Select link to find documents associated with a particular contract manager.
• Status – Select a value to run the report for either Active or Inactive companies.
• Vendor – Select a value to find documents that are associated with vendors only or with all companies.
• Master Agreement – Select Yes to run the report for documents that are classified as master agreements.

Report Output

The generated report contains one row for each document to property relationship. Since documents can be associated with multiple properties, there may be several rows for the same document. The results include:

• Status – the status of the document (for example, pending, or approved)
• Status Comments – any comments about the document status
• Expires – the date when the document expires
• Document# – the document identifier
• Company – the name of the company the document is associated with
• Vendor – Yes if the company is a vendor
• External Company ID – any external company ID defined for the company the document is associated with
• Internal Vendor Code – internal vendor ID number; typically associated with an accounting system
• Property – the property the document is associated with (this is not the property the company is associated with)
• Primary Contact Name – the name of the main contact for the company
• Phone – the main phone number for the company
• Emergency Phone – an emergency phone number for the company; usually the primary contact's emergency number
• Mobile Phone – a mobile phone number associated with the company
• Company Email – the primary email address for the company
• Master Agreement – Yes if the document is classified as a master agreement
• Type – the document type (for example, lease or contract)
• Contract Type – if the document is a contract, the type of contract
• Description – the description of the document
• Project – the name of any project associated with the document
• Cost Amount – the cost amount associated with the document
• Terms – any additional cost terms associated with the document
• Contact – the name of the contact person for the document
• Contact Phone – the phone number of the document contact person
• Contact Alt Phone – any alternate phone number for the document contact person
• Contact Address – the address of the document contact person
• Fax – the fax number of the document contact person
• Email – the email address of the document contact person
• Company Category – the category that classifies the company associated with the document
• Secondary Category – any secondary category that classifies the company associated with the document
• Contract Manager – the name of the contract manager for the company associated with the document
• Send Email – Yes if the Send Manual Email flag for the document is set to Yes
• Risk Rating – rating of the risk associated with doing business with this company
• Type of Access – whether supervised or unsupervised access to properties is allowed
• Authorized to Use Subcontractors – Yes if this company is authorized to subcontract work to other companies
• W-9 on File – Yes if this company's W-9 is on file; No if it is not, or Unknown