If you have multiple companies to report on, you can also add custom fields to the companies themselves. These appear as additional selectable fields that you can use in place of the standard Company_ID. This is typically used to assign a more user-friendly name to the company.
Unlike other custom fields, the company custom field file is named “database_Company_Info.csv”, where “database” is the database name.
This file has three columns and requires a header with the column name in the first row:
- Company_ID
The unique company identifier (nickname) that you assigned when you added the company to FinJinni.
- Field_Name
The custom field name that you want to assign to the company. For example, “Alias” or “Group”. FinJinni will add a prefix to these names but you should not. The prefix FinJinni adds is “_Company_”.
- Field_Value
The field value.