About reporting with affiliate entity

You can run detailed reports by affiliate entity for all inter-entity or affiliate account activity. Run a dimension balance report or create a custom report with Financial Report Writer on a given affiliate entity dimension.

For example, the following financial report shows affiliate entity activity for a reporting group that includes entities E100 through E300 and subsidiaries.

An example of an inter-entity activity report by affiliate entity.

  • The rows represent the location dimension, which corresponds to the entities in this example.
  • The columns represent the affiliate entity dimension.

The following example dimension balance report shows balances by affiliate entity for the same ownership structure for a given month:

A dimension balance report showing opening, period, and closing balances by affiliate entity in the location group for a given month.

Regional availability

The affiliate entity dimension is generally available in the following regions:

  • Australia
  • Canada
  • South Africa
  • United Kingdom
  • United States