Consolidation Report in Gestiona

With this report, you can extract a list of all the Consolidations of control items configured for all users of the client.

 

Key Concept: Parent Item and Child Item

When configuring a Consolidation, a relationship is established between who receives data and who provides data through a specific function.

Therefore, we say that:

• Parent Item is the control item that receives data in the consolidation.
• Child Item is the control item (or multiple items) that provides data in the totalisation.

IMPORTANT:

• A Consolidation can occur at various levels in the organisation, so only those at the top of the hierarchy can view everything below.
• The same item can be used in more than one totalisation.

To learn more, access the article Visualisation of Consolidation Levels.

How to Generate the Consolidation Report

To generate a Consolidation Report, simply click on the Reports icon in the system menu:

Next, click on the Consolidation option and filter the data according to your needs.

 

You can filter only by Company, where the system lists only the data of users linked to the selected company.

Note: 
The fields Regional, Function, and Strategic are custom fields used by some clients.

The Generate button will display the report information on the screen.

 

The Export button will create an Excel file for download.