Company reports

The Companies page allows you to create company reports that contain information about the companies within a group.

To access the Companies page, click Reports > Standard Reports > Companies.

Types of reports

These reports types are available:

• Standard (user) report. This report gives a summary of the most important parameters of the companies, including the local currency, the deferred tax settings, the consolidation method, the number of issued shares, the percentage of financial interest of the group and the third parties. This report shows multiple companies per page.

  

• Detailed report. This report gives an overview of all parameters of the company. This report shows one company per page.

Generate a report of companies

  Note:  By default, the Current and Reference Consolidation Periods are assigned by the application. However, you can change either one by clicking to look for the desired period.

1. In the Period and Ref Period fields, leave the default consolidation periods, or click in each field to select the consolidation period you want.

2. Select a Report type.

3. In the Sorting field, specify how the companies should be displayed on the report — by company code or company name.

4. In the Filtering field select an option to either include all the companies in the group in the report, or only the consolidated companies.

5. In the File type field, select the output file type. Options include PDF, XLS, and XLSX.

6. Click to generate the report. After the report is generated, a download link appears below for you to click and view it in the file type selected.