Joiin Help Centre

 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 provide your entity-specific reports in column format, with their respective names as headings and 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.

Ownership percentage in a breakdown

If any of your companies are partially owned, which 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 have 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.

See How to set minority interest/ownership share for how to set each one - Set minority ownership share.