Multi-entity report structures (account groups and dimension structures)

Report structures can be created at the top level or entity level of a multi-entity shared company. In practice, many companies create and manage the majority of account groups and dimension structures at the top level of the company. All entities then share these report structures, and they're available for use in financial reports, graphs, and performance cards.

Find dimension structures

To view your dimension structures, go to General Ledger > All > Financial report structures, and select Account groups or Dimension structures

View the report structure list for each dimension enabled in your company.

Best practices

Deciding whether to create a report structure at the top level or entity level? That depends on who needs access to the structure.

• 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, you can create report structures at the entity level. These report structures can then be used within that entity, along with any report structures that are inherited from the top level.

Top-level report structures

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.

• When you access the list from the top level, you initially only see records created at the top level. To see records created within entities, select Filters and then select Include entity records. Select Apply to update the filter.

• 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.

  Do not see the Include private checkbox on your page?

  The most common reason that you do not see this feature is that you're using a custom view.

  When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

  To see the options again, switch back to View All. See Custom views for more information.

• You can Add new top-level report structures, and Edit existing structures that were created at either the top level or entity level.

Entity-level report structures

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

• You can Add new report structures, and Edit existing structures that were created at the entity level.
• 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.