View companies

You can view a list of companies on the marketplace on the Companies page. This page includes a table that displays a summary of information for each company, including company status, date created, number of users, and so on. By default, the company that was added most recently is listed first. To view the details for a specific company, see View and manage company details.

You can use filters to display specific companies, and you can download a one-time Companies report. If you generate a Companies report from the Companies page, you don’t have access to all of the options and filters that are available on the Create Reports page (see Create reports), but you can apply filters to refine the scope of the report.

You can also increase or decrease the number of rows displayed using the row count selector. The options available are 5 rows, 10 rows, and 20 rows per page. New density icon allows you to toggle the table layout instantly between three views:

• Spaced: Maximum legibility and breathing room.
• Normal: The standard balanced view.
• Compact: High-density view to see more data on screen at once.

If your marketplace has V2 users enabled (for all marketplaces created after October 11, 2019) you can also create a new lead or purchase directly from the user details page. If V2 is not enabled, the New Lead or Purchase button is not visible on the page.

📝 Note: This documentation page may refer to Manage > Marketplace in navigation steps. If the Manage option is not available in your navigation, click the grid icon on the top-left corner of your header and click Marketplace.

To view companies and download a Companies report

1. Go Manage > Marketplace > Dashboard > Home | Companies.

2. The list page table displays the following information:

   • Company Name — Displays the name of the company.
   • Created On — Displays the date on which the company is created.
   • Access — Displays the access that the company has (for example, Customer Access, Marketplace Access, Reseller Access or Referral Access).
   • Status — Displays if the company is active or if activation is pending.
   • Organization Number — Displays the ID provided by the customer.
   • Users — Displays the number of users in the company.

3. (Optional) Select from the available filters to display companies. The available filters include - Status, Date Range, and Company Access.

   📝 Note: The Company Access filter is not available to Resellers and Reseller Managers.

4. (Optional) Click Company Name or Created On to sort data in ascending or descending order.

5. (Optional) To download a report, click Download Report. If you applied filters in the previous step, the report is based on those filters. Otherwise, the report includes data for all companies, with no defined date range. A message notifies you that you will receive a notification when the report is ready. After the report is generated, a notification confirms that the report is available, and it includes links to download the report from the Companies page, or from the Download Reports page. For more information about downloading reports, see Download reports.

To create a new company or a new quote

1. Click Create Company or New Quote. The relevant page opens.
2. For detailed procedure, see Create Companies, Create opportunities.