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Business Units across Multiple Organisations
Business Units across Multiple Organisations

If you are reporting on a group of companies, that have similar Business Units, you may want to report on the group with this breakdown

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over a month ago

You can either create a new Business Unit Tree, or copy an existing one, that has a Hierarchy of Headings already set up, as well as some of the Business Units already allocated.

  • Navigate to Reports > Report Tools > Business Unit Trees

  • From the name drop down menu, Create New

    OR

  • Select the Business Unit Tree to copy from

    • Then click the drop down again, from the cog next to the name select Copy,

    • This will create a [Copy Original Name] Tree

    • Click the drop down again, click the cog and choose Rename Tree

    • Give your tree a new name by overtyping, SAVE CHANGES

  • Make any changes required to the Hierarchy and Headings in the Tree

  • Allocate the Business Units for all the organisations to the relevant headings

  • For full details refer to Business Unit Trees

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