Kavi® Members Help

Chapter 49. Company Data Report

Overview

The Company Data Report tool is used to create customized reports of company data according to search criteria input by a report admin. The online report will list all companies that meet the search criteria. Download the report to view all available data for these companies.

Use the Company Data Report page to:

  • Create real-time company data reports for your organization.

  • Generate a downloadable or print-ready report of this information.

  • Download information for use with the Upload Data tool.

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How to use the Company Data Report tool

Search

Search for a company or set of companies by setting any or all of the optional fields to refine the search criteria. To view all available companies, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show companies that match all search criteria.

Note

Depending on the path you took to this page, the Search and Select steps may have been accomplished through another tool, in which case you will not see the forms described in these first two steps.

Options

Company

Enter a full or partial value for the company name. The default is 'Any Company'.

Company Type

Set this value to search for companies with this specific type, or use the default value 'All Company Types' to retrieve all types of companies.

Purpose

Set this value to search for companies with a specific purpose: 'Member Company', 'Company for Individual Members', 'Nonmember' or 'Staff or Administration'. If set to the default, 'Any Purpose', the search results will not be restricted by purpose.

Current Status

Set this value to search for companies with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive companies.

Done

A Company Data Report is displayed according to the search criteria you provided. To see all the information available for each company, download the report. Company data downloaded from this report shows one company per line. Each column heading shows the name of a field as it is recorded in the database. Most field names are similar to the labels seen on Kavi Members pages.

item_key

Used to create a unique entry for each company in the database.

status

This will be 'active' or 'inactive', indicating whether users from this company can access protected areas of the site.

display_publicly

1 indicates a 'Yes' answer to the question 'Privacy Option', and 0 indicates a 'No'.

deactivation_date

The date on which this company's account was deactivated.

last_modified

The last time the company's information was changed in the database.

Report Options

Options available on the report are:

Print-Ready

Removes the look and feel of the web site surrounding the report and scales the displayed report for printing.

Download

Select a file format and download the data in this report to a file on your computer.

Available file formats are:

Comma-Separated-Values (CSV)

File format used to transfer data from one application to another. Each record comprises one line, with values for that record separated by commas (e.g., first name, last name, email address).

Excel Spreadsheet

Spreadsheet file created by, and which can be opened and manipulated by, Microsoft Excel.

Pipe Delimited (available on most reports)

File format used to transfer data from one application to another. Each record comprises one line, with values for that record separated by pipes, (e.g., first name | last name | email address).

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