Companies Report

The Companies report provides a list of companies and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.

The columns available for the report include both standard fields and user-defined fields that are used in the Companies area.

Fields that exist in both the Vendor Info Center and the Client Info Center only appear once in the column selection list. That is true for both standard fields and identical user-defined fields. User-defined fields are considered identical if they are the same type of field and have exactly the same field name. Fields that exist in one of those Info Centers but not the other are also available for selection. Be aware, however, that those columns on the report will always be blank for companies from the Info Center in which the field does not exist.

If a vendor record is linked to a client record in Ajera CRM, the assumption is that they are the same company, and only the client displays on the report and in report filter lists. Vendor records that have no associated client record do appear on the report.

If you select the Mine search for the report, the report only displays companies with which you are associated as a team member. In that case, the report includes only clients because you cannot associate employees with vendors in either Ajera CRM or iAccess.

When you apply a custom search to the report, you have the option to select one or more company types that you want to include. If you select Client, Competitor, or Government Agency, the report includes clients for which the corresponding check box is selected on the Add/Edit Company form. If you select Vendor, the report includes both clients for which that check box is selected and vendors that have no associated client record.

The access to clients and vendors defined for your security role in Ajera CRM determines if you can display this report and, if you can display it, which clients and vendors you can view. In addition, if your security role is denied access to specific fields in Ajera CRM, you cannot view those fields on this report.

Default Columns

The first time you display the Companies report, it contains these columns in this order by default. If you select other columns or change the order of columns, iAccess saves that modified report as your new default format.

Field	Description
NAME (Market)	This column displays the name of the company, along with the general market in which the company participates. Click the name to display a tooltip containing company information: market, primary location, phone number, and company status. Click More in the tooltip to display the full company record on a separate browser tab.
STATUS	This column displays the company status: Active, Inactive, or Dormant.
MOST RECENT OPPORTUNITY	This column displays the name of the most recent opportunity with which this company is associated. The most recent opportunity is the opportunity with the most recent open date for the period up to and including the current date. Opportunities with open dates in the future are not considered. Click the opportunity name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click More in the tooltip to display the full opportunity record on a separate browser tab.
OPPORTUNITY ROLE	This column displays the company's role for its most recent opportunity.
LAST TOUCHPOINT	This column displays any notes entered for the last touchpoint with which this company is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.
TOUCHPOINT DATE	This column displays the date of the last touchpoint with which this company is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.

Other Columns

These additional standard columns are available for the report, along with columns for any user-defined fields that are used in the Companies area. Click above the upper-right corner of the report to add or remove columns.

Field	Description
8(a)	This column displays a check if the company is eligible for the 8 (a) business development program for small and minority-owned businesses.
ALASKA NATIVE	This column displays a check if the company is eligible for the Alaska Native business development program for small and minority-owned businesses.
ANNUAL REVENUE	This column displays the company's annual revenue.
CLIENT	This column displays a check if Client is one of the company types selected for the company,
COMPANY ID	This column displays the company ID.
COMPETITOR	This column displays a check if Competitor is one of the company types selected for the company,
CREATED BY	This column displays the user name of the person who created the company record.
CREATED ON	This column displays the date the company record was created.
DESCRIPTION	This column displays a description of the company,
DISADVANTAGED BUSINESS	This column displays a check if the company is eligible for the Disadvantaged Business business development program for small and minority-owned businesses.
EMPLOYEES	This column displays the number of employees in the company.
GOVERNMENT AGENCY	This column displays a check if Government Agency is one of the company types selected for the company,
HBCU OR MINORITY INSTITUTION	This column displays a check if the company is eligible for the HBCU or Minority Institution business development program for small and minority-owned businesses.
HUB ZONE	This column displays a check if the company is eligible for the HUB Zone business development program for small and minority-owned businesses.
LAST UPDATED	This column displays the user name of the person who made the last changes to the company information.
LAST UPDATED ON	This column displays the date the company information was last changed.
LINKED VENDOR	If the company is a client in Ajera CRM and is linked to a vendor in Ajera CRM, this column displays that vendor ID.
MARKET	This column displays the general market in which the company participates (for example, Commercial, Health Care, or Federal Government).
MINORITY OWNED	This column displays a check if the company is eligible for the Minority Owned business development program for small and minority-owned businesses.
NAME	This column displays the name of the company.
PRIOR WORK	This column displays a check if the company has been involved in prior work that your firm has done.
RECOMMEND	This column displays a check if the company is recommended.
RELATIONSHIP	This column displays the company's relationship with your firm. For example, for a client company, the field could contain Existing or Former.
SERVICE DISABLED VETERAN OWNER	This column displays a check if the company is eligible for the Service Disabled Veteran Owner business development program for small and minority-owned businesses.
SMALL BUSINESS	This column displays a check if the company is eligible for the Small Business business development program for small and minority-owned businesses.
SPECIALTY	This column displays the type of service or product in which the company specializes.
SPECIALTY NOTES	This column displays any notes related to the type of service or product in which the company specializes.
SUBCONSULTANT	This column displays a check if Subconsultant is one of the company types selected for the company. This column is also checked if the company is set up as a vendor in Ajera CRM and has no associated client record.
VETERAN OWNED	This column displays a check if the company is eligible for the Veteran Owned business development program for small and minority-owned businesses.
WEBSITE	This column displays the company's Web site URL.
WOMAN OWNED	This column displays a check if the company is eligible for the Woman Owned business development program for small and minority-owned businesses.