A Group Class-Wise Comparison Report helps you evaluate performance across business segments, highlight strengths and weaknesses, and support better strategic decisions.
Part 1) Setup Guide
Open Reports
Go to Group Financial Reporting > Reports and click Add Report.
Choose Report Type
From the dropdown, select Compare Group Class Wise.
Enter Basic Settings
Report Name: e.g., “Regional Performance Q1” or “Business Unit Analysis 2025”
Template Type: Profit & Loss or Balance Sheet
Group and GRT: Select the group and reporting template for consistency
Set Timeframe and Currency
Year: Select the financial year
Frequency: Choose Monthly, Quarterly, Semi-Annual, or Annual
Period: Pick the reporting period (e.g., March 2025)
Currency: Select your reporting currency (all Group Classes are translated automatically)
Select Group Classes
Baseline Segment: e.g., Regions – US
Comparison Segment(s): e.g., Regions – UK
Create and Preview
Click Add, then use Preview to view the report.
Part 2) Analysis & Interpretation Guide
Report Header: Displays type, classes, period, and currency. Green ticks confirm completed consolidation.
Layout: Each Group Class is a column, following your Group Reporting Template for like-for-like comparison.
Currency & FX: All data is translated into the chosen reporting currency. P&L uses average monthly rates; Balance Sheet uses month-end rates.
Drill-Down: Click any account line to see the transactions behind the numbers.
What to Focus On:
Revenue: Growth patterns by segment, product, or region
Costs: Operating efficiency, cost control, and scale impacts
Margins: Which segments are leading or lagging
Balance Sheet: Working capital management, leverage, and asset deployment
Customization and Sharing:
Adjust entities, journals, or display settings in Customize Report
Add notes to explain drivers or context
Email reports directly to stakeholders (up to 10 recipients)
Export to Excel (XLS/XLSX) for further analysis
Managing Reports:
Edit: Update selections or settings
Duplicate: Reuse setup for new periods or segments
Delete: Remove outdated reports
Part 3) Scenario Walkthrough
Case Example: Comparing Regions – US vs UK
Objective: Decide where to allocate marketing budget next quarter
Findings:
US revenue growing strongly with improving margins
UK costs higher due to agency spend, margins improving but still behind
Drill-Down: Verify US subscription growth sources and UK expense details
Decision: Increase investment in US where efficiency is clear; reallocate UK spend from agencies to in-house campaigns
Action: Add notes to the report, export, and share with regional leaders
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