Organization Reporting Overview

Use the Organization Reporting feature to create individual "organizations" in your company.

For example, if your company is divided into regions and offices, you may create a separate organization for each region and office, and maintain information for each of these segments of your business.

You set up the Organization Reporting feature in Configuration > Organization.

Related topics:

  • When to Use Organization Reporting
    Consider using Organization Reporting if your firm includes multiple units that operate independently in certain important respects.
  • Organization Reporting Structure
    Organization Reporting allows you to divide your firm into distinct units and then track data separately for each unit.
  • Organization Labels
    By default, Ajera CRM uses the label "organization" wherever your individual business entities appear on screens or reports. During installation, you can change the default "organization" label for your firm. For example, you may want to call your organizations business units.
  • Organization Subcodes
    When you set up Organization Reporting, you must set up separate subcodes for each level in your organization structure. You can then combine the subcodes to create the codes that identify your organizations.
Parent Topic: Concepts Overview