Generate Company Structure Reports

Follow the next steps to generate a company structure report.

Procedure

  1. On the Maintain menu, click Company Structure and then Reports. The Company Structure Reports window opens. You can select between several types of company reports.
    • Generated View - displays a report showing the information from the Generated View tab on the Maintain/Company Structure/Define menu. For more information, see Define Company Structures - the Generated View Tab.
    • Report of Codes (sorted by code) - shows the consolidation structure as a list of company codes.
    • Reports by Company and Consolidation Type - shows the group the company belongs to by consolidation type.
    • More Information - displays a report showing the information from the More Information tab in the Maintain/Company Structure/Define menu. For more information, see Define Company Structures - the More Information Tab.
    • Tree Structure - displays the consolidation structure as a tree structure.
    • Report of Codes (reordered) - shows the company structure as a list of company codes. The list sorts the codes according to the user-defined sort order. For more information, see Define Company Structures - the Reorder Tab.
    • Locked Groups - displays a report showing locked groups and which companies belong to them.
    • Consolidation Structure, Summary by Company - displays a report for a certain group and consolidation type, showing the selected consolidation types in columns.
    • Report of Consolidation Type - displays a report showing all consolidation types and which companies belong to each consolidation type.
  2. Select a report.
  3. In the Selection area, enter the relevant Consolidation Type, Group, Company, Period, and Number of Levels you want to include in the report.
  4. If you have selected Tree Structure the Additional Information check boxes are activated. If you want to include additional information for the Report Picture, you select one or more of the check boxes:
    • Show Currency
    • Show Percent Owned
    • Show Percent Votes
  5. Click the Preview button to generate the report.

Results

If you have made more than one Report Selection, use the drop list at the bottom of the displayed report in order to switch between reports.