Understanding Company vs. Consultant in Reports and Filters

Let's clarify the distinction between company and consultant'options in report summaries, including historical context and current usage.

You might have noticed both company and consultant as options in reports or filters. Here’s what they mean and how they work today.

What does company mean in reports?

Company refers to the root company record in your address book. When you filter or report by company, you see data grouped under each main company, regardless of project or consultant roles.

What does consultant mean in reports?

A company will likely serve as a consultant on several projects over time. Each time you hire them for a different project, a unique consultant record is created. When you use the consultant in a summary, the system creates one subsummary for each company/project pair in which a company served as a consultant. This lets you see consultant-specific or project-specific data.

Earlier versions sometimes grouped consultants under 'Company.' Now, the system separates them for clearer reporting.

Tips for reporting and filtering

Use 'Company' to group data by the main company, regardless of role.
Use 'Consultant' to see results for each company/project pair where a company acted as a consultant.

If you’re unsure which filter to use, try both and compare results.

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