Group reports can be obtained in Netvisor from the following locations.
Performance tracking
Key figures for groups and company groups can be reported through the Controller's performance tracking view, where you can drill down to see how the figure is formed from the figures of different companies. Instead of reporting the active company, you can select a company group/group, which can be compared to another selected group of companies if desired. The performance tracking view is updated every night, so if you want to get real-time information, the report must be calculated manually.
Accounting reports
If the active company has chain and group reporting enabled, three new options are visible in the accounting report options. The report shows the reports Income statement, group comparison, Income statement group change comparison, and Balance sheet group comparison. Reports must be retrieved from the group's elimination company. Reports are not visible in other group companies.
More info on group reporting can be found in the Community.
Group reporting (Company group report)
Groups also have their own reporting view similar to the tracking view, where the key figures of the selected group's companies are displayed side by side, making it easy to compare between the group's companies. The view contains the same tabs as the Tracking view.
Ready-made and custom views
Different views can be found on the page tabs. Ready-made views include
Performance tracking
Operational development
Capital structure
Cash flow
Users can create new views themselves through Key figure view management. Custom views will appear on the page tabs.
Filters
Conditions and filters that modify the report are:
Tracking: Actual accounting value of the key figure or Accrued value of the key figure (adjusted with accrual rules).
Comparison: Relative shares, relative share to the first, Accrual, Budgeted or Budget difference
Time period: month, quarter, year (no fiscal year view like in the tracking view, as group companies may have different fiscal years).
Presentation format of figures: In euros, thousands of euros, or millions of euros
Report
The report displays figures in columns in the following order
entire group
parent company
elimination company
subsidiaries (in alphabetical order)
According to the selected time period, you can move forward or backward in time month/quarter/year at a time using links. If there is no information for a company, a - sign is shown instead of the balance.
Drilling down
If drilling down is allowed for the key figure, there is a +/- sign in front of it, which allows you to go to the next level, if necessary, to accounting transactions
Drilling down of the key figure is managed through Key figure view management in the key figure linking format settings.
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