Managing data across multiple company groups can get complicated—but with GoCo’s Corporate Group Custom Reports, it’s easier than ever to gain a holistic view of your entire organization.
If you have access to multiple companies within GoCo, this feature is designed just for you.
💡 Why Use Corporate Group Custom Reports?
Corporate Group Reports give you powerful insights across your entire org—no need to pull and combine reports one by one.
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Efficiency: Create a single report for all entities at once.
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Clarity: View workforce data across all your companies in one place.
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Flexibility: Use the same customization, filters, and scheduling tools you’re familiar with.
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Accuracy: Cut down on manual exports, reduce errors, and increase confidence in your data.
Getting Started
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Navigate to Corporate Group Reports
Go to the Companies Group section of the Reports app
and click + Create Report.
Choose Team Member as your report type.
📌 “Company Name” will be included in your report fields by default so you can distinguish between entities.
Step 1: Add Report Fields
In the setup screen, start by naming your report and adding an optional description.
Then, select the fields you want to include:
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Default Fields: You’ll see “First Name” and “Last Name” already included.
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+ Add Fields: Click this button to browse all available fields across every company you have access to.
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You can add full groups of fields by clicking the checkbox next to a field category (e.g., Job Details, Employment Info).
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🔍 Because this is a Corporate Group report, you’ll see fields from across all company entities you manage—providing complete visibility.
Step 2: Set Your Filters
Next, apply filters to narrow down the data you want to see.
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Filter by Team Members: Start with a base filter like “All Employees” or “Active Team Members.”
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Company-Specific Filtering: Add a filter to view data for a specific company only.
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For example:
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Field: Company Name
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Condition: Equals
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Value: “GoCo HQ”
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Use + Add more to stack multiple filters for more granular reporting.
🧠 This is especially useful if you need to break down data for one company within your corporate structure—without leaving the group report.
Step 3: Schedule the Report (Optional)
Want your report delivered automatically? Click to enable scheduling and choose when and where to send it. Please note that this report will need to first be saved before you are able to schedule it to send automatically.
👉 Learn more about scheduling reports
Step 4: Generate the Report
Once you’ve configured your fields and filters, hit Generate Report.
A progress bar will appear—reports with large datasets may take a few moments.
When complete, you can download the CSV by clicking Download in the top-right corner.
Step 5: Use Advanced Settings
Click into the Advanced tab for more customization:
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Reorganize Columns: Drag and drop fields to rearrange or hide columns.
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Group Data: Expand the Grouping section to group by any field you've added—like Company Name, Department, or Job Title.
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View Dependents: Enable the “Show Dependents” option to display dependent info in a nested table.
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Historical Views & Time Machine:
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As of Today: Default view.
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Time Machine: Choose a specific date to view historical data.
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Custom Dates: Select a custom time range.
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Show Change History: View all changes made during a selected period.
👉 Learn more about Change History
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Permissions: Only Full Access Admins of Corporate Groups can access these Reports.
Step 6: Visualize Your Data
Head to the Visualization tab to turn your data into graphs and charts.
👉 Learn more about visual graphs
Step 7: Save Your Report
Once your report is complete, click Save to retain your settings and access it later with updated data.
⚠️ If you exit without saving, the report will be treated as a one-time report and won’t be recoverable.
After saving, your report will appear under Custom Reports in the Reports app.
Corporate Group Custom Reports are a powerful tool to help you track and analyze workforce data across all your companies. Whether you need to isolate one entity or evaluate your entire org, GoCo makes it simple.
If you have any additional questions, please reach out to support@goco.io.
Happy Reporting! 📊
Published 5.29.25