Overview
Creating a Group Reporting Template (GRT) via CSV allows you to import an existing reporting structure into GATHER.nexus instead of building it manually.
This option is ideal for organisations that already have an established group reporting structure and want to maintain consistency with their existing financial reports.
To ensure a successful import, GATHER.nexus provides a sample CSV template that demonstrates the required file structure and formatting.
Prerequisite
Before importing your Group Reporting Template:
Prepare your reporting structure using the GATHER.nexus sample template.
Ensure your file is saved in CSV (.csv) format.
If your template is currently an Excel (.xlsx) workbook, save it as a CSV file before importing.
Note: Only CSV files are supported for Group Reporting Template imports.
Step 1: Access Group Reporting Templates
Navigate to Group Financial Reporting.
Select Group Reporting Templates.
Click Add GRT.
Step 2: Enter Template Information
Complete the required details:
GRT Name – Enter a name for the Group Reporting Template.
Group – Select the group that the template will be applied to.
Financial Statements – Select whether to create:
Profit & Loss
Balance Sheet
Both
Step 3: Select the Import Option
Under Group Reporting Template Setup Options, select Import.
This option imports an existing Group Reporting Template from a CSV file.
Step 4: Download the Sample Template
Click Download Sample Template.
The sample template provides:
The required CSV file structure.
The reporting hierarchy format.
The expected account mapping layout.
Guidance on how the template should be completed before importing.
Use this sample as the basis for preparing your own Group Reporting Template.
Step 5: Prepare Your CSV File
Populate the downloaded sample template with your reporting structure.
Before uploading, verify that:
The file follows the required template structure.
Reporting codes and descriptions have been completed correctly.
The file has been saved as a CSV (.csv) or .XLSX file.
Step 6: Upload the CSV File
Click the upload area or Browse to select your CSV file.
Select the completed CSV file from your computer.
Upload the file into GATHER.nexus.
The platform validates the file before creating the Group Reporting Template.
Step 7: Create the Group Reporting Template
After the CSV file has been uploaded successfully:
Review the entered information.
Click Create & Setup.
GATHER.nexus creates the new Group Reporting Template using the imported reporting structure.
Once the Group Reporting Template has been created, proceed to Account Mapping to map each entity's Chart of Accounts to the imported GRT structure before generating consolidated financial reports.
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.