In a consolidated company, you have several options for reporting on one or more subsidiaries at a time.

Option 1 (Reports tab) - Instantly create a new report by entity on the Reports tab

This is useful for seeing the split of each entity individually as well as how it adds to the whole.

The easiest way to create a report by entity is to create a new report on the Reports page and select "by Entity".  

How to create an instant report by entity

Go to Reports.  Click on “New Report” in the left sidebar.

Select the type of pre-designed report you want to create. by selecting the button for P&L, Balance Sheet or Cash Flow.

Select “By Entity” in the second row.

Rename the report in the box at the top and then select “Save”

How to add a column for eliminations

If you are using eliminations, you can add an additional column to show the eliminations impact separately as well.   

Select “Additional config options” and then “Add New Column”

In the new column, click on the dropdown for “Entity”.

Select “Eliminations”.

Drag and drop the column using the six dots at the top right of the column.   

Save the column structure under a new name using “Save as New Column Config” button at the top.

Rename and save the report as in the example above.

Option 2 (Reports tab) - Create a bespoke report setup by entity on the Reports tab

This is useful for creating reports which combine financials from more than one (but not all) of your entities at one time.  Once created, the format can be re-used across Reports.

See How to create new columns; how to change time periods; how to edit report columns; modify columns 

In the columns edit screen, select the dropdown under “Entity”

Here you can tick more than one box to show different combinations of entities.

Option 3 (Customers tab) - Create a bespoke report by entity for Customer page reports

Once created, this can be used in Metric definitions as well as across Reports, Graphs, and Presentations.

See How to create a new report on the Customers page; How to use Customer page reports throughout the system. 

In creating the report, select the accounts you want to use for each subsidiary.

Give the report a name and save it.

It will then be available for use throughout the system - in Reports, Dashboards, Metrics, and Presentations.