Reporting Structures

A Reporting Structure is the backbone of Monitr. It defines how your financial data is presented in reports. Think of it as your custom chart of accounts — a tree of reporting lines that groups GL accounts into the categories your management team actually uses.

What a reporting structure contains

Every reporting structure has three tabs:

Tab	What it covers
P&L	Profit & Loss statement — Revenue, Costs, EBITDA, Net Profit, etc.
Balance Sheet	Assets, Liabilities, Equity
Cash Flow	Operating, Investing, and Financing cash flows

Each tab contains a tree of reporting lines. Lines can be nested — for example, "Revenue" might contain "Product Revenue", "Service Revenue", and "Other Revenue" as children.

Managing structures

Navigate to Reporting Structure in the sidebar to see all structures for the current entity.

Create a structure

Click Create structure to start from scratch or from a template. Monitr provides starter templates for common company types.

Actions on a structure

• Set as default — the default structure is used in reports and forecasts unless overridden
• Duplicate — copy an existing structure as a starting point for a new one
• Delete — permanently removes the structure and all mappings within it

Default structure

Changing the default structure affects all reports for the entity. Make sure the new structure has complete account mappings before setting as default.

Working with reporting lines

First, click the Edit button in the top right corner to enter edit mode. Once in edit mode:

Action	How
Add a root line	Click Add root reporting line
Add a child line	Hover over the row to reveal the action icons, then click the Add (plus) icon
Rename a line	Double-click a line's name to edit it
Delete a line	Hover over the row to reveal the action icons, then click the Delete (trash can) icon
Mark as top-level	Hover over a line to reveal the toggle switch on the right, then toggle it
Duplicate a line	Hover over the row to reveal the action icons, then click the Duplicate (two sheets of paper) icon
Reorder	Drag and drop within the tree

View details of an account – analytical axis combination

When in edit mode, click on a reporting line to expand it and see the mapped accounts and analytical axes. Click on any account – analytical axis combination to open the Account – analytical axis details modal. This modal provides a detailed view of:

• Transactions: All general ledger transactions associated with this specific account and analytical axis combination.
• Budget accounts: Any budget accounts linked to this combination.
• Other structures: Where this combination is mapped in other reporting structures.

From this modal, you can also delete the account – analytical axis combination. The Delete combination button is enabled if the combination is not used by any transactions or budget accounts. If it is in use, the button is disabled, and a tooltip explains why it cannot be deleted.

Report Anchors

Report Anchors are key performance indicators (KPIs) that you define and link to specific reporting lines. Once linked, they appear as KPI cards on your dashboard, automatically reflecting the aggregated value of the reporting line they track.

Examples:

• Revenue metric → linked to your total Revenue line
• Cash Balance metric → linked to your Cash & Cash Equivalents line on the Balance Sheet
• EBITDA metric → linked to your EBITDA subtotal

Link a Report Anchor

1. Click the Edit button in the top right corner to enter edit mode.
2. In the right-side toolbox, click the Report Anchors tab.3. Select a report anchor from the list. The selected report anchor will show a prompt: "Select a reporting line to link this report anchor to."4. Drag the selected report anchor from the toolbox and drop it onto the desired reporting line in the P&L or Balance Sheet tree.

The report anchor now appears on your dashboard as a KPI card.

Unlink a Report Anchor

1. Click the Edit button in the top right corner to enter edit mode.
2. In the right-side toolbox, click the Report Anchors tab.3. For a report anchor that is already linked, hover over the report anchor item to reveal the Unlink (cross) icon.
3. Click the Unlink (cross) icon. A confirmation dialog will appear.
4. Click Unlink in the dialog to confirm.

Report Anchor vs. line

A reporting line aggregates account balances into a subtotal. A Report Anchor links that subtotal to a named KPI card on your dashboard. You can have many lines but only need a few report anchors for the KPIs you track most closely.

Cash Flow mapping

For the Cash Flow tab, each reporting line needs a cash flow mapping that indicates whether it's an Operating, Investing, or Financing activity. In edit mode, click the Cash flow mapping dropdown directly on the row in the tree to assign it.

Team access control

Reporting structures can be restricted to specific teams. If your organisation has multiple teams (e.g. Finance, Sales), you can configure which teams can see which structure. This is managed from the structure settings.

Templates

You can save any structure as a template — either for personal reuse or shared with the whole organisation. Templates appear in the Templates tab of the toolbox when creating a new structure.

Multiple structures per entity

An entity can have multiple reporting structures. This is useful when:

• Different stakeholders need different views (management P&L vs. statutory P&L)
• You're rebuilding a structure without breaking existing reports
• You want to experiment with alternative groupings

Switch between structures using the Manage reporting structures picker at the top of the Reporting Structure page.

Consolidation Reporting Structures

When working with a consolidated view of multiple entities, Monitr uses a Consolidation Reporting Structure. This structure is automatically applied across all entities within the consolidated organisation. You cannot create or edit a Consolidation Reporting Structure directly within an individual entity's reporting structure view. Instead, the system uses the default reporting structure of the first entity in the consolidated organisation as the basis for the consolidated view.

This means that any changes to the default reporting structure of that primary entity will be reflected in the consolidated reports. If you need to modify the structure for consolidation, ensure you are editing the default structure of the relevant entity.

info

In consolidated view, editing the reporting structure requires Organisation administrator access. If the Edit button is disabled, contact your organisation administrator to request the necessary permissions.