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Step 4: Manage Reports in a Consolidation

In this step, Report Structures are configured and managed within the Consolidation Dossier.

Step 1: Add Import Sets​

Add the Import Sets for the fiscal years available in the underlying entities to the Consolidation Dossier.

Go to:

Main Menu → Data → Manage and Organize → Import Sets

  1. Add the relevant fiscal years (for example, 2025 and 2026).

  2. Make sure these years match the fiscal years imported into the underlying dossiers.

Step 2: Import and Apply Report Structures​

  1. Import Factview's standard Report Structure.

  2. Import any custom Report Structures.

  3. Apply these structures to all underlying entities.

Centralized Report Management

For the most efficient use of Factview, it is recommended to manage reports centrally within the Consolidation Dossier.

This means:

  • New Report Structures are created in the consolidation.

  • General Ledger Accounts are mapped directly within the consolidation.

  • Changes are managed from one central location.

Once the Report Structure is complete:

  • Export the structure, including its mapping, to the underlying entities.

  • The reports become immediately available for all companies within the consolidation.