Reporting Trees
The Reporting Tree feature lets you build fast and flexible hierarchical reports based on your organization’s structure—ideal for financial reporting but also suited to sales, logistics, manufacturing, or other business functions.
Reporting Trees allow you to represent business hierarchies, such as departments, cost centers, or territories, as interconnected nodes that roll up data in a structured manner.
You create hierarchies using groups of nodes, where each node represents an organizational level or business context. These hierarchies can be used for filtering reports, consolidating data, and distributing customized output to each unit automatically.
When to use reporting trees
- Consolidating data across multiple units: Aggregate and report on financial or operational data at group, department, region, or business unit levels.
- Applying dynamic filters: Filter data across all levels of your business without manually creating or updating filters for each subset.
Example
Suppose your headquarters (Conso) has departments in North America and Europe, each with their own sub-departments (e.g., NA10, NA20, France). With a reporting tree, you don’t need to manually create a filter for each subset.
With a reporting tree, you don’t need to manually create a filter for each subset. The parent node—such as North America—automatically aggregates and rolls up data from all its child nodes (like NA10 and NA20).
When you select any node, you can view or distribute reports for that specific hierarchical level. You can also generate all required report versions for every node in your hierarchy with a single process.
In this section:
| Section | Description |
|---|---|
| Set up reporting tree | Configure reporting tree security and permissions. |
| Create a reporting tree | Build and organize new reporting trees using nodes and hierarchies. |
| Manage reporting tree nodes | Add, edit, organize, and structure nodes within reporting trees. |
| Use reporting trees in distribution | Automate report distribution based on reporting tree structure. |