Reporting and Employee Multicompany

The most commonly run reports for Employee Multicompany are Employee and Payroll reports. These reports can be company-specific or can display information for one or more associated companies.

Report Options

When you use the Multicompany feature, additional fields become available when you select the report options and selection criteria. Use these options to include company details on your reports. For example, you can include an employee's home company information when running a Timesheet Audit Detail report.

When you specify report options, the Sorting/Grouping and Columns tabs include home company options. If selected on the Sorting/Grouping tab, the home company displays first on the report. If selected on the Columns tab, the Home Company and Home Company Name fields are added to the report as columns.

Employee Reports

Employee reports allow you to view employee information for the active company, the home company, and/or associated companies. For example, if an employee's home company is in the United States but they also have two associated companies in Canada, the employee would potentially have separate currency, accrual schedules, and other information that Vision maintains for each company. You could generate the Employee Accrual report three times, to display the employee's information separately for each company.

By using Vision's different report filters, you can tailor the report information to match your specific requirements. In addition, you can save your favorite report criteria for personal use, or share it with other users within your security role or your firm.

To specify the companies whose data you want to view on the report, click the Selection field on the Reporting grid. On the Employee lookup, set the Search Field option to Company and then set the Operator option to one of the following settings:
  • Active Company
  • Is Home Company
  • Is Not Home Company

Payroll Reports

Company-specific reports include details for a single company. For example, employee payroll reports allow you to view an employee's payroll information for each individual company. You can only run a payroll report for one company at a time.