Reporting Unit Structures

Sage Intelligence Reporting uses the following kinds of reporting units:


A reporting tree consists of parent reporting units and child reporting units:


The following diagram shows the parent and child reporting units, and their hierarchical relationship, for the organization Worldwide Enterprisesinc.

The lowest-level detail reporting units (Retail Sales, Wholesale Sales, Lab and Studio) represent departments in the financial data.


The higher-level summary units simply summarize information from the detail units.


In Sage Intelligence Reporting, you can create an unlimited number of Reporting Trees to view your organization in different ways. Each reporting tree can contain any combination of departments and summary units.


By rearranging the structure among the reporting units, you can create different Reporting Trees. You can then use the same Report Designer Layout with each reporting tree, enabling you to create different financial report layouts very quickly.


For example, the diagram below shows a reporting tree that is essentially the same as the reporting tree that is shown above. The difference is that the reporting structure displays an organizational structure that is divided by business function instead of by location. These two reporting trees demonstrate different perspectives on entity operations.


If you create several different Reporting Trees, you can print a series of financial statements each month that analyze and present your entity's operations in various ways.