How to get a breakdown by company/ entity

Modified on Fri, 14 Jul, 2023 at 1:35 PM

 You can get a breakdown in your reports by Entity, as well as a Consolidated total by using Joiin's Compare By Company feature.  

 

To compare a report by entity:


1. Select the companies (entities) you want to be included in the report


2. Select the currency and reporting periods as required


3. Select the Compare by Company option - as shown below



 

4. Click Run to run your report and press the 'Total' toggle, to see a consolidated column.


This will then provide you with your entity-specific reports in column format, with their respective names as headings, with a consolidated total in the final column. 



Changing the order of your columns


You can change the order in which your entities' are displayed, to do this:


1. Select Companies from the left-hand toolbar.


2. Find the entity you would like to move and click the three dots icon.


3. Select 'Move' from the drop-down.


4. Choose the new order for your entities, this will automatically change, meaning there will be no need to run new reports.





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