Consolidated Reporting

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You may report data from one or more ObjAcct companies on a single report.   All ObjAcct reports support consolidated reporting.

 

To setup consolidated reporting, complete the following steps:

 

Setup Affiliate Companies in your ObjAcct company database.  See Affiliate Companies.

 

Select a report from the Reports Menu.

 

Click on the Consolidation tab and click on the Affiliate(s) from which you wish to include transactions with your  ObjAcctcompany activity.

 

Click on the Report tab, change the report selection parameters if necessary.  Click on Preview to view the Consolidated report.  The names of all ObjAcct companies with activity on the report will be included in the report heading.

 

The ObjAcct Reporting Selection - Consolidation Tab is available for all reports and allows you to include the data from one or more Affiliate Companies in the current execution of any ObjAcct report.

 

See also Server setup.

 

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