{"id":49133,"date":"2022-06-07T00:57:51","date_gmt":"2022-06-07T03:57:51","guid":{"rendered":"https:\/\/suporte.quattrus.com\/?p=49133"},"modified":"2024-09-30T09:13:41","modified_gmt":"2024-09-30T12:13:41","slug":"totalization-report-in-gestiona","status":"publish","type":"post","link":"https:\/\/suporte.quattrus.com\/en\/totalization-report-in-gestiona\/","title":{"rendered":"Consolidation Report in Gestiona"},"content":{"rendered":"\n<p>With this report, you can extract a list of all the Consolidations of control items configured for all users of the client.<\/p>\n<p>\u00a0<\/p>\n<h3>Key Concept: Parent Item and Child Item<\/h3>\n<p>When configuring a Consolidation, a relationship is established between who receives data and who provides data through a specific function.<\/p>\n<p>Therefore, we say that:<\/p>\n<ul>\n<li><strong>Parent Item<\/strong> is the control item that receives data in the consolidation.<\/li>\n<li><strong>Child Item<\/strong>\u00a0is the control item (or multiple items) that provides data in the totalisation.<\/li>\n<\/ul>\n<blockquote>\n<p><strong>IMPORTANT:<\/strong><\/p>\n<ul>\n<li>A Consolidation can occur at various levels in the organisation, so only those at the top of the hierarchy can view everything below.<\/li>\n<li>The same item can be used in more than one totalisation.<\/li>\n<\/ul>\n<\/blockquote>\n<p>To learn more, access the article <a href=\"https:\/\/suporte.quattrus.com\/visualizacao-niveis-de-totalizacao-quattrus\/\">Visualisation of Consolidation Levels<\/a>.<\/p>\n<h3>How to Generate the Consolidation Report<\/h3>\n<p>To generate a Consolidation Report, simply click on the Reports icon in the system menu:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58066 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/1-1.jpg\" alt=\"\" width=\"252\" height=\"173\" \/><\/p>\n<p>Next, click on the Consolidation option and filter the data according to your needs.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58175\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/2-9.jpg\" alt=\"\" width=\"905\" height=\"520\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/2-9.jpg 905w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/2-9-300x172.jpg 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/2-9-768x441.jpg 768w\" sizes=\"auto, (max-width: 905px) 100vw, 905px\" \/><\/p>\n<p>\u00a0<\/p>\n<p>You can filter only by Company, where the system lists only the data of users linked to the selected company.<\/p>\n<blockquote>\n<p><strong>Note:<\/strong>\u00a0<br \/>The fields Regional, Function, and Strategic are custom fields used by some clients.<\/p>\n<\/blockquote>\n<p>The Generate button will display the report information on the screen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58178\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/3-7-1024x572.jpg\" alt=\"\" width=\"1020\" height=\"570\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/3-7-1024x572.jpg 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/3-7-300x167.jpg 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/3-7-768x429.jpg 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/3-7-1536x857.jpg 1536w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/3-7.jpg 1605w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p>\u00a0<\/p>\n<p>The Export button will create an Excel file for download.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58054 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/5.jpg\" alt=\"\" width=\"744\" height=\"467\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/5.jpg 744w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2022\/06\/5-300x188.jpg 300w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/p>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_joinchat":[],"footnotes":""},"categories":[2756,2708,2760],"tags":[2711,2712],"class_list":["post-49133","post","type-post","status-publish","format-standard","hentry","category-administrador-quattrus-en","category-quattrus-en","category-relatorio-administrador-quattrus-en","tag-quattrus","tag-quattrus-es"],"_links":{"self":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/49133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/comments?post=49133"}],"version-history":[{"count":7,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/49133\/revisions"}],"predecessor-version":[{"id":58182,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/49133\/revisions\/58182"}],"wp:attachment":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/media?parent=49133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/categories?post=49133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/tags?post=49133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}