Downloading a linked companies summary
Introduction
You can download summary details for all of your linked companies via the managed companies page - for example:
The following details are provided for each of your linked companies:
id
The internal Patchworks id for the company.
Name
The company profile name.
Plans
This is typically only relevant for Patchworks admins for non-core systems.
Tiers
Current core subscription tier.
Parent
The name of the managing company (i.e. your own company profile)
Created at
The date & time the company profile was created.
Last login
The most recent date/time that someone logged into this company profile.
Score
The current company insights score.
Last flow run
The date & time of the last process flow run.
Need to know
The steps
Step 3 Click the download button:
Step 4 The CSV file is generated and saved to the default downloads folder for your browser.
Last updated