Service activation

You can activate the Group and chain reporting add-on service by selecting Netvisor > Netvisor services.

Do this before you start filling in the required information:

  • Activate the Group and chain reporting add-on service.
  • Make sure that the Key figures and management reporting section is enabled (mandatory).
  • Add the services in the Netvisor services section.
  • Make sure you have KH rights to the companies so you can make the changes yourself.



Phased implementation

You can use phased implementation as follows:

  • If you only use Company groups, you can mark the implementation phases directly as completed.

Once you have marked the phases as completed, press the "start use" button.

Company groups

You can open the Company groups view by selecting Controller's Analysis service > Company groups.

The view displays existing company groups.

You can handle company groups as follows:

  • Edit the name of the company group.
  • Delete a company group.
  • Edit the companies in the company group by clicking the name of the company group.

New company group

Create a new company group as follows:

  1. Select the "Create new company group" link.
  2. Give the company group a name.
  3. Give the main level a name.

After this, you will move to the view shown below.

On the page, build the hierarchy of the created company group and define the companies included in it.

  • Add as many hierarchy levels as you want.
  • Attach companies to the groups you want.
  • Note that companies are displayed in blue on the page and company groups in black.

Hierarchy groups:

  • A new company group initially has only the main level, no other hierarchy and no companies connected to the levels.
  • Only the main level is sufficient if there is no need for sub-levels.
  • If you need sub-levels and want to build a hierarchy, add sub-levels from the main level using the green + "Add subgroup" sign.


You can handle subgroups as follows:

  • Establish new subgroups for a subgroup if you need more levels.
  • Open the edit mode for a subgroup from the pencil icon next to the group.
  • Change the name of the group.
  • Move the group to another level in the hierarchy.

Attaching companies to groups

Attach companies to company groups as follows:

  1. Select from the company list the companies you will add to the company groups.
  2. Note that only companies to which you have rights and that have the Controller's Analysis service active are selectable.
  3. Filter companies with search criteria and list the companies matching the criteria with the Search function's Search button.
  4. Note that companies already belonging to a hierarchy group are not selectable again, and the selection box appears gray for these.

Next, select the level to which the selected companies will be added.

In the example, Training companies 1–3 are added to the main level. The resulting view looks like this:

Calculate key figures

You can calculate key figures for company groups as follows:

  • Select the companies whose key figures will be calculated.
  • Select "Calculate group key figures" if you want to calculate the key figures for all companies belonging to the company group.
  • Read more about calculating key figures in the group key figures guide.
  • Note that the calculation may take some time.

Visibility of company groups in the key figure view

Once the company groups are ready, they will appear in the Controller's performance tracking view.

  • The name given to the main level is displayed in the view.
  • You can compare values to another company group.


Frequently asked questions

Which services do I need to activate before defining company groups?

Activate the Group and chain reporting add-on service and the Key figures and management reporting section. Add the services in the Netvisor services section.

Can I activate the Group and chain reporting add-on service myself?

You can, if you have KH rights to the companies.

Where can I find the Company groups view?

Open the view by selecting Controller's Analysis service > Company groups.

How do I create a new company group?

Select the "Create new company group" link and give the company group a name and the main level a name. Then build the hierarchy and attach companies to the levels.

Can I add a company to several hierarchy groups?

No, you cannot. A company that already belongs to a hierarchy group is not selectable again, and its selection box appears gray.

How do I calculate group key figures for company groups?

Select the companies whose key figures you want to calculate and use the "Calculate group key figures" function. The calculation may take some time.

Where are the key figures of company groups displayed?

The key figures of company groups are displayed in the Controller's performance tracking view, where you can see the name given to the main level and compare values to another company group.

Keywords

Group and chain reporting, Key figures and management reporting, Netvisor services, KH rights, phased implementation, Company groups, company group hierarchy, subgroup, Controller's Analysis service, attaching companies to groups, Calculate group key figures, calculating group key figures, performance tracking, key figures of company groups

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.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.