You can see your reports broken down by entity, with a consolidated total alongside, using Joiin’s Compare by Company option.
To compare a report by entity:
1. In the box at the top of the report, select the companies (entities) you want to include.
2. In the same box, set the currency and report period you need, and choose your Eliminations setting if you use them.
3. Select the Report period box and the Compare by Company option, as shown below.
4. Click Apply Changes to update your report.
5. To add a consolidated column, open the Columns menu and switch on the Total toggle.
Each entity now appears as its own column, headed with its name. If you’ve switched on Total, the consolidated total appears in the final column.
Changing the order of your columns
You can change the order your entities appear in. The order of the company columns is dictated by the order that the companies appear in your companies list.
To change this:
- Select Companies from the left-hand toolbar.
- Find the entity you’d like to move and click the three dots icon.
- Select Move from the drop-down.
- Choose the new order for your entities. It updates automatically, so there’s no need to run your reports again.
Ownership percentage in a breakdown
If any of your companies are partially owned, the percentage Joiin applies depends on how you run the report.
Compare by Company uses the ownership percentage set against each company on the Companies page.
Reporting by Group uses the percentage set for each company in that group, even if you’ve broken the group down to see the companies within it. This means a company can show a different figure in a group breakdown than in a Compare by Company report if the two percentages differ.
To set each one, see How to set minority interest/ownership share.