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Is there a way of producing one report that combines two organisations?
Is there a way of producing one report that combines two organisations?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

All of the Calxa reports can be used to report on the consolidation of any number of organisations.

  • Navigate to: Reports > Report Tools > Organisation Groups

  • Create an organisation group

    • Work through the settings at the top of the card

    • Allocate the organisations to it

    • Set a Budget Version for each organisation to be used in the Group Budget

      • Budget Scenarios can be added individually to each report through the Report criteria, use ADVANCED setting for full options

Note:

You can add more than one group if you want to save alternative, predefined information for budget versions etc. Take care to name your groups appropriately so you can identify them easily when choosing in the Report screen.

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