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Consolidated reports

V
Written by Vaishnav Gupta
Updated over 4 months ago

Running a consolidated report is similar to running any other report in FinBoard. To do this:

  1. Open a Google Sheet.

  2. Launch the FinBoard extension.

  3. Click on Create Report.

  4. Select the report type (P&L, Balance Sheet, or Cashflow).

  5. Choose the Group Company for which you want to run the consolidated report.

You will notice a few additional options compared to a regular report:

  1. Split by Company
    This option shows the values for each individual company as well as the consolidated total.
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  2. Elimination
    This option is relevant only if you are using the elimination feature. It allows you to exclude certain categories when creating the report and is configured in the FinBoard web application.

    • 2.1 Apply Elimination
      Activates the elimination settings and subtracts the values of the eliminated categories from the consolidated total.

    • 2.2 Show Elimination
      Displays the eliminated values in a separate column in your report.


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