KPI Table sharing
With report templates, KPI tables and custom financial statements can be shared across companies and groups.
If you have a KPI or KPI Trends table in a report template that you've shared with another company or group in your organisation, the rows in the KPI table will be matched up between the companies or groups.
Matching KPIs in a table
KPIs in a shared KPI table will be matched automatically if they are default financial KPIs.
If you have created a custom KPI and added it to a KPI table, the custom KPI will only be matched if:
If the custom KPI has been added to the KPI Library and each company or group using the shared report template, then the rows in the KPI table will match and the custom KPI will be shown in the table across all companies and groups.
Matching Chart of Accounts line items in a table
Chart of Accounts line items will only be matched if they are on the same financial statement (i.e. Profit & Loss, Balance Sheet, Statement of Cash Flows). Accounts, subheadings, and headings will primarily be matched according to name.
Name matching is not case-sensitive unless there are multiple potential matching line items.
Name matching does not consider white space on either side of a name; however, white space in the middle of a name is taken into consideration.
💡Pro Tip: If there is more than one potential match for a line item (e.g. multiple 'Amortisation' accounts), then other factors are considered as well, such as account code, classification, and case-sensitive name matching. If a row is not matching to the account or heading you would expect, then please reach out to our support team via the messenger icon or via email at firstname.lastname@example.org.
Line items do not have the same name
If there are two line items you want to match but do not have the same name, there are a few solutions.
If you do not want to use the above solutions, you can duplicate the shared template and edit it so the row in the KPI Table references the Chart of Accounts line item you need. Do not edit the shared template as that will edit the template for all of the companies or groups using it. Edit the table in the duplicated template.
📝Note: Editing a template will only edit the template for other companies if it is a shared template. If the template has simply been copied from one company to another, it is not shared. When you go to edit a template, a warning will mention the number of companies or groups sharing that template.
Rows do not have a match
The rows in the KPI tables will be matched between the companies or groups. If any rows do not have a match, the table will still display in the report. The non-matching rows will simply be hidden from view.
To identify any non-matching rows,
If a row should have a match and does not, ensure:
If the above steps do not work, then please reach out to our support team via the messenger icon or via email at email@example.com.
Additional knowledge & common questions: