Reporting group

A Reporting Group is collection of COA Codes and related Unit Codes that precisely define a subset of real data. This high-level data model can be used along with other parameters such as Period, Fiscal Year, etc. to retrieve summary balance amount for generating various financial statements, KPIs etc.

The Reporting Group definition is stored in a file and placed in a folder where the Add-In assembly is located. The local user may require read and write permission on this folder. The definition file is a simple XML file named "InforCloudSuiteGLReportGroup.XML". If you want to share your XML file with other people in the same company, simply copy the XML file and place it in the same folder where the Add-in is installed. You can find the Assembly location from the Service Management Add-In Information window which can be opened from the Add-Ins Ribbon.

The following is an example of Report Group "COG" and the Excel function SLGRPBAL that retrieve the sum of the balance amount of accounts code that is grouped under "COG".