The Export to Excel feature in the Companies section allows you to quickly generate and download detailed reports of all companies in your environment. These reports can be used for audits, compliance checks, or internal tracking.
How to export a Company Report
Navigate to the Companies menu item from the left-hand navigation bar.
At the top right corner of the screen, click on the three-dot menu.
Select Export to Excel.
An Excel file will be generated and downloaded automatically.
Understanding the Report
The exported Excel file contains the following columns:
ID: Unique system identifier of the company.
Name: Company name.
Description: Description provided during company setup.
Type ID: Internal identifier for the company type.
Type: The company type (e.g., Basic Company, VCA checked company, etc..).
Status: The current status of the company (e.g., Accepted, In Review, Archived, Blocked).
Unique ID: Automatically assigned system identifier for traceability.
Created At: Date when the company was first created in the platform.
Updated At: Date when the company information was last updated.