Organization Object – Custom Report Template Fields

Modified on Sat, 28 Jun at 5:08 PM

The Organization Object in customer reporting enables you to generate detailed reports related to companies, brokers, vendors, and customers within your network. This template supports operational visibility, partner management, and external reporting.

Below are the available fields when using the Organization Object in a custom report.

Organization Identification

Organization Name – The name of the organization or entity.
Organization Type – Classification (e.g., Customer, Carrier, Broker, Vendor).
External ID – Unique identifier used in external systems or integrations.
Organization Status – Current status (Active, Inactive, etc.).
Profile Created Date – The date the organization record was created in the system.

Contact & Location Information

Primary Contact Name – Main point of contact for the organization.
Email – Primary email address for correspondence.
Phone Number – Primary phone number.
Address – Main business address associated with the organization.
City – City of the organization’s address.
State – State of the organization’s address.
ZIP Code – Postal code.
Country – Country of the organization.

Operational & Relationship Data

Assigned CSR – Customer Service Representative responsible for the organization.
Branch – Branch associated with the organization.
Tags – Labels used to categorize or filter organizations.
Billing Terms – Terms set for invoicing and payments.
Payment Method – Preferred payment method (ACH, Check, etc.).
Credit Status – Credit standing or limits associated with the organization.

Custom & Optional Fields

Custom Fields – Any custom attributes configured for the organization, such as service level, region, or internal codes.

Use Cases

Generate client/vendor contact directories.
Track and manage partner compliance and status.
Segment organizations by type, region, or credit status.
Audit organization creation and change history.