You can obtain group reports in Netvisor from the following views and functions.

Performance tracking

You can open the view by selecting Controller > Performance tracking.

Follow these steps when you want to report key figures for groups and company groups:

  • Open the Controller’s performance tracking view.
  • Instead of reporting the active company, select the company group or group whose key figures you want to review.
  • If needed, select another group of companies for comparison.
  • To drill down into the figures, select a key figure to see how it is formed from the figures of different companies.
  • Note that the performance tracking view is updated automatically during the night.
  • If you need real-time information, calculate the report manually in the performance tracking view.


Accounting reports

You can retrieve group reports from accounting reports when chain and group reporting is enabled for the active company.

  1. Make sure that chain and group reporting is enabled for the active company.
  2. Go to accounting reports in the elimination company.
  3. Always retrieve group reports from the group’s elimination company. Reports are not visible in other group companies.
  4. Make sure you have the KP role for all group companies as well as for the elimination company in order to see the group reports.

When chain and group reporting is enabled, the following reports are available in accounting reports:

  • Profit and loss statement, group comparison
  • Profit and loss statement, group change comparison
  • Balance sheet, group comparison

All companies in the group must use the same limited company chart of accounts for the group profit and loss statement and group balance sheet to display the information correctly on the report. If any company has a different chart of accounts, the figures for that company are not comparable.



Group reporting (Company group report)

You can open group reporting (Company group report) by selecting Controller > Group reporting (Company group report).

Follow these steps when you want to view the key figures of group companies side by side:

  • Open the reporting view of group reporting.
  • Select the group whose companies’ key figures you want to view side by side.
  • Use the view to compare the companies within the group.
  • Use the same tabs as in the tracking view, which are also available in this 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

You can create new views yourself through Key figure view management. Custom views will appear on the page tabs.

Filters

Conditions and filters that modify the report are:

  • Tracking: select whether the key figure shows the actual accounting value or the accrued value of the key figure (adjusted with accrual rules).
  • Comparison: select Relative shares, Relative share to the first, Accrual, Budgeted or Budget difference.
  • Time period: select month, quarter or year. The financial period view is not available, because group companies may have different financial periods.
  • Presentation format of figures: select 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)

Follow these steps when moving through time in the report:

  • Select the time period (month, quarter or year).
  • Use the report links to move forward or backward in time according to the selected time period.
  • If there is no information for a company, a - sign is shown instead of the balance.

Drilling down

Follow these steps when you want to drill down into the background data of key figures:

  • Identify the key figures for which drilling down is allowed. They have a +/- sign in front of them.
  • Press the +/- sign to move to the next level.
  • Continue drilling down, if necessary, to the accounting transactions.
  • Drilling down of the key figure is managed through Key figure view management in the key figure linking format settings.



Frequently asked questions

Where can I get group reports in Netvisor?

You can get group reports from the Controller’s performance tracking view, from accounting reports (when chain and group reporting is enabled) and from the group reporting (Company group report) view.

Why do group reports have to be retrieved from the elimination company?

Group reports are only visible in the group’s elimination company. Reports are not visible in other group companies, so they must be retrieved from the elimination company.

What access rights do I need to view group reports?

You must have the KP role for all group companies as well as for the elimination company in order to see the group reports in the elimination company.

Why must all group companies use the same chart of accounts?

All companies in the group must use the same limited company chart of accounts for the group profit and loss statement and group balance sheet to display the information correctly. If any company has a different chart of accounts, its figures are not comparable.

How do I get real-time data in the performance tracking report?

The performance tracking view is updated during the night. If you want real-time information, calculate the report manually in the performance tracking view.

How can I create my own views for group reporting?

You can create your own views through Key figure view management. Custom views will appear on the tabs of the group reporting page.

How do I drill down from key figures to accounting transactions?

Press the +/- sign in front of the key figure, if drilling down is allowed. You can move from level to level all the way to the accounting transactions. Drilling down is managed in the key figure linking format settings in Key figure view management.

Keywords

group reporting, company group report, performance tracking, accounting reports, group comparison, group change comparison, balance sheet group comparison, elimination company, chain reporting, KP role, key figure view management, group key figures, drilling down, tracking view

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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