Organisation Filter

Within your consolidation, you can use the filter options to report on individual entities, or a selection of entities. For example, you might choose to have a profit and loss page which shows values from only one organisation, or compare two or more organisations on a chart.

Note: If your organisations fall into categories - for example if you want to report on a consistent selection of organisations, such as based on location -  you can set up additional category filters for this. Details are available in our separate Help Centre article.

To filter the full report

  1. Open the Customise Layout tab, then from the Report Filter drop-down list, choose Organisation.

Report Filter



From the Report Options Filter drop-down list, select the check boxes for the organisations you want to include on the report.

Report Options



Click Apply.

To filter a report page

If you don't want to filter the whole report, you can apply a filter to an individual page instead.

Note: This option is not available if an overall report filter has been applied.

  1. In the Customise Layout tab, locate the page you want to filter and click the small 'hamburger' icon at the top right-hand corner.

Page Thumbnail2



Open the Report Filter drop-down list and select Organisation.

Page Filter



  1. Open the Report Options Filter drop-down list, and select the check boxes for any organisations you want to include on the page.
  2. Click Apply.

The report title for the page will be automatically updated to specify that the page is filtered.

To remove the filter, open the 'Report Filter' drop-down list and choose 'No Filter'

Note: To have multiple pages filtered by different organisations, you can use the Make a copy option to copy an existing page, then change the filter.

To filter your charts

You can filter your chart to show by organisation.

To filter the chart data:

  1. From the Customise Layout tab, locate the relevant page and click Customise.
  2. Find the chart you want to customise and click Edit.
  3. From the Filter section tab open the Organisation option.
  4. Select the data series you want to see on the chart. This can be a single data series, or several to be displayed side by side.
  5. To save your changes, click Update.

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