Analyze Status

You can monitor the status of the individual companies and groups in respect of actuality, period and submission.

On the left-hand side of the window, the company’s status in the group organization tree is displayed. If you want further information about an individual company, you can select the company in the organization tree and double-click Information about the company’s reporting status for the current submission.

On the right-hand side is a bar chart showing the number of companies with status codes Missing, Processing, Reconciled and Ready.

Reporting status and submission details are displayed above the bar chart.

Procedure

  1. On the Group menu, click Group Status. The Group Status window opens.
  2. Enter the actuality, period, submission, consolidation type and group you want to view reporting status for.
  3. Click Open. The current form set and submission date are displayed automatically. The chart displays the number of companies, within the selected group, belonging to each reporting status:
    • Missing: No values have been reported for the current company.
    • Processing: Values have been reported for the current company.
    • Reconciled: Values have been reported and reconciled without reconciliation errors for the current company.
    • Ready: The company has been reconciled and set to ready. Depending on the settings in the general configuration, this may mean that the submission is locked for further data entry.
  4. In the company tree structure, double-click a company. The Company Status window opens, displaying information about all forms included in the current submission as well as each form status.

    There are three status levels for forms:

    • Missing: No values have been entered for the form.
    • Reported: Values have been entered for the form.
    • N/A: This form is not used in the current submission.
  5. Click the Print button to print a report showing the group, underlying companies and their reporting status.