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Active Members
Active Members View
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The Active Members view lists all active members based on the Member Type and Dues Paid Thru fields on the Companys record.
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Active Members Near Expiration
Active -Members Near Expiration View
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The Active Members Near Expiration view displays the member companies whose membership will expire within the next 90 days (based on the company's Dues Paid Thru date). This is a hierarchal view that also displays a company's associated Persons and Subscriptions.
Company Hierarchy
Company Hierarchy View
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The Company Hierarchy view lists companies and each company's subsidiaries in a hierarchical view.
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Company Lookup
Company Lookup View
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The Company Lookup view is a prompted view to locate Companies based on Name. When prompted, start to enter the name of the Company (the full name is not necessary) and click OK to load the view.
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Companies Modified Last 24 Hours
Companies Modified Last 24 Hours View
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The Companies Modified Last 24 Hours view displays all Companies records that were recently modified (within the last 24 hours).
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Companies w/Orders Last 12 Months
Companies w/Orders View
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The Companies w/Orders Last 12 Months view lists all companies who placed orders within the last 12 months.
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Prior Customer, Not In Last 12 Months
Prior Customer, Not In Last 12 Months View
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The Prior Customer, Not In Last 12 Months view lists all companies that have placed orders in the past but not within the last 12 months.
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Average Revenue/Member By Country
Average Revenue/Member By Country View
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The Average Revenue/Member By Country chart view is a bar chart of a sub-set of countries and the average revenue for companies in those countries. When you select an item in the chart the By Revenue Category (Page 127) pivot table loads.
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Avg. Rev. Per Member By Country (Drill Down)
Avg. Rev. Per Member By Country (Drill Down) View
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The Average Revenue Per Member By Country (Drill Down) column chart view displays the average company revenue by country. Clicking a column in this view opens the By Rev. Category/Co. Type (Page 128) pivot table for the selected Country's companies.
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Avg. Rev. Per Member By Country (Western Europe)
Avg. Rev. Per Member By Country (Wester Europe) View
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The Average Revenue Per Member By Country column chart is a graphical representation of the average company revenue by only Western European Countries. Clicking a column in this view opens the By Rev. Category/Co. Type (Page 128) pivot table for a country's Companies.
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By Join Year/Member Type
By Join Year/Member Type VIew
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The By Join Year/Member Type line chart is a graphical representation that displays members grouped by their respective join year.
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By Member Type
By Member Type View
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The Count By Member Type chart view is a 3-D pie chart that groups companies by member type.
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By Revenue Category/Company Type
By Revenue Category/Company Type View
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The By Revenue Category/Company Type view is a Doughnut chart that displays the number of companies by company type and revenue category.
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Count By Company Type (Pie Chart)
Count By Company Type View
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The Count By Company Type chart view is a 3-D pie chart of companies grouped by company type. Clicking one of the areas within the chart opens the Avg. Rev. Per Member By Country (Drill Down) (Page 119) column chart for the selected company type.
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Members By Country (Pie Chart)
Members By Country View
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The Members By Country chart view is a Pie Chart that shows a breakdown of member companies (Member Type of Corporate Member) broken down by their country.
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Members By Country/State
Members By Country/State View
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The Members By Country/State chart view is a stacked bar graph of corporate members broken down by Country and then State.
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New Members By Qtr/Year
New Members By Qtr/Year View
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The New Members By Qtr/Year column chart displays the number of new corporate members who joined the organization by quarter and year.
Pivot Table ViewsThe following sample Pivot Tables are contained within the Companies service:
- By Revenue Category
- By Rev. Category/Co. Type
- Companies w/Active Committee Participation
- Top 10 Customers - Last 12 Months
- Top 10 Customers Overall
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By Revenue Category...
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The By Revenue Category pivot table displays companies grouped by revenue, revenue category, and Company Type.
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By Rev. ...
Category/Co. Type
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The By Revenue Category/Co. Type pivot table groups companies by company type and revenue category (revenue category is sorted in descending order).
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Companies w/Active Committee Participation
Companies w/Active Committee Participation View
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The Companies w/Active Committee Participation pivot table lists companies that are linked to a person who is a member of a committee term with active committee participation.
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Top 10 Customers By Revenue, Last 12 Months
Top 10 Customers By Revenue, Last 12 Months View
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The Top 10 Customers - Last 12 Months pivot tables shows the top 10 customers in terms of sales for the last 12 months.
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Top 10 Customers By Revenue Overall
Top 10 -Customers By Revenue Overall View
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The Top 10 Customers Overall pivot table shows the top ten customers in terms of sales over the history of the system to date.
Calendar ViewThe following Calendar view is found within the Companies service:
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Calendar of Member Expirations
Calendar of Member Expirations View
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The Calendar of Member Expirations is a calendar view that shows all upcoming member expirations based on the member's Dues Paid Through date.