The Company report is a one-page overview of your company for a year: a yearly chart, payroll totals, account sales, projected payouts and headcount. Open it in the Admin view under Reports > Company. It has no export. To download numbers, use the Sales or Payroll reports.
Who can do this: Admins whose permission group includes Reports > Company > View. It is also available to companies on the SequiPay product. Managers without the Admin view don't get this report; they use Reports > Office in the Worker view.
Use the filters
In the Admin view, open Reports > Company.
Pick an office, or leave all offices.
Pick a rep in All Reps, or leave everyone. Disabled reps are included and marked.
Pick the period: a year from 2020 to this year, or Last 12 Months.
What each section shows
Section | What is in it |
Yearly Overview | A chart of Accounts Sold, Accounts Installed (Accounts Serviced for pest and fiber companies), One-Time Payments and Payroll Executed. Switch between All Types, Payments and Accounts. |
Payroll Totals | Wages / Salaries, Overtime, Commissions, Overrides, Adjustments, Reimbursements, Deductions and Accruals, Custom Fields, Employee Taxes, Employer Taxes and Net Payout. Select View Report next to Total paid by office or Total paid by Position for a breakdown. |
Account Sales | Total Sold, Installed (Funded for mortgage companies), Pending and Cancelations, with Total Accounts in the middle. This card has its own Select Period dropdown. |
Projected Payouts | Projected Commissions and Projected Overrides. |
Personnel Summary | Active Contractors, Active Employees and Total Workforce. |
On the mobile app
The Company report isn't in the mobile app. Use a web browser.
Troubleshooting
A card says it couldn't load
For example, "We couldn't load Payroll Totals. Please try again." Retry that card before you treat its numbers as zero.
I can't find an Export button
The Company report has none. Export from the Sales report, the Sales Report Builder, the Payroll report or the Payroll Report Builder.
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Still stuck? Getting help from Sequifi Support.