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Custom Reporting for Linked Companies

Custom Reporting for Linked Companies

This course will go over how to create custom reports for multiple companies.

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Course Overview

If you're an admin of multiple companies, you have the ability to link all company profiles through a Company Hub - this gives you the ability to run reports across all company profiles. In this course we will review how to access each company dashboard and create, run, and manage custom reporting for multi-accounts. Click on the link below and tag along while we cover this topic. 

(4 min.)

Curriculum4 min

  • Let's Dive In!
  • Multi-Account Custom Reporting 4 min
  • Final Step

Course Overview

If you're an admin of multiple companies, you have the ability to link all company profiles through a Company Hub - this gives you the ability to run reports across all company profiles. In this course we will review how to access each company dashboard and create, run, and manage custom reporting for multi-accounts. Click on the link below and tag along while we cover this topic. 

(4 min.)

Curriculum4 min

  • Let's Dive In!
  • Multi-Account Custom Reporting 4 min
  • Final Step