Enhanced interface

About the Account Groups Hierarchy report

The Account Groups Hierarchy report is a standard report. Standard reports are preset to the current period on all records without setting any filters.

Use the Account Group Hierarchy report to see the hierarchy of your account groups, including member account groups and their accounts.

If an account group has no members, only the accounts are displayed. This helps you identify groups that haven’t been mapped to a group.

To access this report, go to General Ledger > All > Reports > Account groups hierarchy.

Subscription	General Ledger
Regional availability	All regions
User type	Business
Permissions	Run Account Groups Hierarchy report

To see every result for a category, run this report without entering any search information. If you do that, however, the report might take a long time to run and might return too many results to be useful.

Who typically needs this report?

This report is typically useful when creating or changing account groups and their members. Report creators and company implementers are the most common users of the report.

What's in this report?

The main headings on this report are taken from the account name as it’s entered on the GL Account Group Information page or the GL Account Information page. This is different from other financial reports, which typically use the heading title, and then the name if no title is specified. The reason the name is used here is so that you can more easily compare the names in this report to the names in the Account Groups list.

The divisions in the report are differentiated by whether they are top-level groups that contain other member groups, and if they are groups that contain only accounts or categories.

Any group that contains only accounts or categories is displayed after the top-level groups. The hierarchical organization of account groups is controlled via General Ledger > All > Financial report structures > [member link] > Account group members.

The default Account Groups Hierarchy report consists of the following columns:

Report Column Heading	Description
Account group	The account group included. Account group members are shown below each account group
Normal balance	Shows whether the normal balance is credit or debit.
Calculated amount	What time period that amount is calculated to include: For period, Start of period, or End of period.
Category	If the account group is assigned to a category, the category appear here.
Account	Lists the accounts included in the account group.

You can select any link to drill down to the details.