Reports multi-entity guidelines

Some Sage Intacct applications work differently in a multi-entity shared company. It can be helpful to prepare for these differences to ensure you work efficiently in the application.

Reporting

Use location groups to make reporting across entities easier.

Create distinct location groups for each location combination that you need.

Use filter-based location group membership or specific membership as needed.

Custom fields can be used for filter attributes.

Report groups can be created at the top-level and when run, have separate reports individually per entity.

1. Run or schedule the report group.
2. In the Filters section (for schedule) or the Run this report section (for running), enable Group by location or entity.

This produces a separate report for each entity or location (instead of combined reports) and orders them by entity or location.

Learn more about reporting.

Report structures

Account groups and dimension structures are often referred to as report structures. Whether to create an account group or dimension structure at the top level or entity level depends on who needs access to it.

• If a report structure should be available to all entities, create it at the top level. Account groups and dimension structures created at the top level automatically appear in the corresponding lists in each entity.
• Report structures created at the top level can only be edited at the top level.
• If an entity has particular reporting needs, create report structures at the entity level. These report structures can then be used within that entity, along with any report structures that were inherited from the top level.
• When a user switches to an entity, the user can't see report structures that were created in another entity.

Top level

From the top level of a multi-entity shared company, you can edit and use all reporting structures, including those created at the entity level.

By default, lists initially display only report structures that were created at the top level.

Select Include private at the top of the list to see report structures that were created in an entity. You can edit and use these report structures, provided that you have access to the entities in which they were created.

You can add and edit structures that were created at either the top level or entity level.

Entity level

When you switch to an entity, you can use report structures that were created at the top level as well as report structures that were created in that entity.

View (but not edit) report structures that were inherited from the top level. You'll recognize these by the Not owned status. This means that the entity can use these report structures, but they can only be edited at the top level.

You can add and edit structures that were created at the entity level.

Learn more about account groups and dimension structures.

Multi-base currency guidelines

Learn about multi-base currency guidelines.

For subscription information

Contact your Sage Intacct account representative.