Create a Related Undertakings Report

The related undertakings report enables users to quickly configure and view a list of a parent entity's subsidiary undertakings including associated and joint ventures.

  1. Open the company record and select Group in the company banner.

  2. On the Structure tab, run a group structure as required.

    Refer to Run a group structure to learn more.

  3. Select Reports > Other Reports and Documents.

  4. In the Report wizard that displays, choose one of the related undertakings reports in the Company Reports section. Select Next.

    Select the Related Undertakings option to export the report in a Microsoft Word or PDF format.

    Select the Related Undertakings (HTML) option to export the report in an Microsoft Excel format.

  5. On the Select options for this report page, choose any options you see fit and select Next.

    With the Show sections on report options users can configure the primary groupings for displaying information in the report. The table below explains each option in detail.

    The Additional Grouping options enable users to apply further subgroupings to the subsidiaries to display in the report.

    Note

    The Group by Country option is only available for selection if the same option or any child option such as By continent or a user-defined country grouping was previously selected to generate the group structure.

    The Filter options enable users to select which entity types to display in the report. When you select either of the two partnership options, ensure that the Other Qualifying Ventures option is also selected as a section to show in the report.

    Note

    Filters only show if either Limited Partnerships or Corporate Partnerships or both are enabled inSystem Tools > System Options > Features.

    Show sections on report option

    		Description
    Group each section by Direct/Indirect statusSplits the report into two main sections: one for direct undertakings and one for indirect undertakings.
    Combine sections below on the reportAllows users to configure the report to display all selected undertakings such as wholly owned or joint ventures in one section.
    Wholly Owned (100%)Determines whether wholly owned or 100% owned subsidiaries display on the report.
    Combine sections below as 'Other Related Undertakings'

    When selected, the report displays undertakings other than wholly owned in one section.

    If the Wholly Owned (100%) option is also selected, the undertakings display in two sections in the report, as wholly owned and other related undertakings.

    Subsidiaries

    (>50% and <100%)

    Determines whether any subsidiaries with an ownership greater than 50% and less than 100% display in the report.

    If neither combine sections options are selected, the subsidiaries display in their own section.

    Joint Ventures

    		Determines whether joint ventures are included in the report. The report picks up the entities where the Classification user-defined field is set to joint venture.

    If neither combine sections options are selected, the joint ventures display in their own section.

    Associates

    Determines whether any subsidiaries with an ownership greater than or equal to 20% and less than or equal to 50% display in the report.

    If neither combine sections options are selected, the associates display in their own section.

    Other Qualifying Ventures

    Determines whether any subsidiaries with an ownership of less than 20% display in the report.

    If neither combine sections options are selected, the other qualifying ventures display in their own section.

  6. On the next Select options for this report page, select the additional data to include in the report and select Next.

    Each option you select displays as a column in the report or superscript in the case of annotations.

    Note

    If you select either the Country or Division/Partner options in both the Additional Grouping and Show additional data sections, the same information displays twice in the report, for example, country in the group heading and the same country in each row.

    If the accounting reference date option is selected, only day and month data display in the related column. After you select the User-Defined Fields option, you can select four user-defined fields to include in the report.

    Note

    The RTF version of the related undertakings report is limited to six additional report columns. Annotations do not contribute towards the six-column limit. However, when generating the RTF version of the report, each selected user-defined field is counted as an additional report column.

  7. On the Report page of the wizard, select the Save report settings option if required and select Next.

    The Save Report to Working Documents option is selected by default.

    Select the Save report settings option to save the report selections. Any report settings you save will be available on the first page of the report wizard.

  8. On the Finish page, wait until the report is completed, then select Finish to close the wizard.

    The generated report is listed in Working Documents. Select the document reference to open the document details. Select View and also choose whether to open the report with Microsoft Word or Adobe Acrobat.

See also

Group structure

Generate a Group Structure in the Background

Create a Related Undertakings Report

Troubleshooting Group Structures