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Finance | Project Operations, Human Resources, ...
Answered

Management Reporter - Reporting Tree to consolidate business units across multiple companies

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Posted on by 773

Hi

I am trying to create a report that consolidates expenses by restaurant where expenses are reported in two GP companies.  Payroll is processed in one company, and Sales and A/P are processed in the other company.  

 

The companies use the same chart of accounts.  The third segment is what identifies each restaurant.  

I have created a reporting tree that looks like this:

 

The report will not consolidate.  When you click on Food and Beverage Admin it only includes the $$ from whichever company you have set as the default company in MR.  The Children lines display the correct $$.  It just doesn't consolidate correctly.  Does anyone have any recommendations please?

//

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  • Suggested answer
    Lisa at AonC.com Profile Picture
    1,078 Super User 2026 Season 1 on at
    Just a guess on this one based on the information in your question:  Remove the Dimension from Row 2 and Row 5 in Column D.  (If it is a true summary of units 3 and 4, it should be set up like Row 1.)
  • Rochelle Mausteller Profile Picture
    773 on at
    Thank you Lisa, this worked!

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