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Dossier Management

Factview supports three types of dossiers:

  • Standard Dossier

  • Consolidation Dossier

  • Publication Dossier

Standard Dossier

A Standard Dossier contains the data of a single company, organization, or entity. The defining factor is whether the entity has its own financial administration.

All data related to that entity is stored in this dossier, including:

  • Financial data imported from the accounting system

  • Budgets

  • Non-financial data (if applicable)

The dossier name is chosen by the user and can be changed at any time.

Consolidation Dossier

A Consolidation Dossier combines the data from multiple Standard Dossiers.

This allows financial data from different entities to be consolidated into a single report. Consolidation Dossiers also include additional features for performing consolidation processes.

Publication Dossier

A Publication Dossier, also referred to as a Department Dossier, is used to make a selected set of data from a Standard Dossier or Consolidation Dossier available to specific users.

For example, you can publish:

  • Data for specific Cost Centers

  • A specific report

  • A selection of Datasets

This ensures that users only have access to the information relevant to them.

Opening a Dossier​

To open a dossier:

  1. Click the dossier name in the horizontal dossier selection menu.

  2. Browse through the list of dossiers or use the search field to find a specific dossier.

  3. Select the desired dossier.

  4. Click Open Dossier or double-click the dossier name.

Factview will open the selected dossier and load its associated data.