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.
Navigate to Structure in the sidebar to manage reporting structures and their mappings for the current entity.
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.
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.
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
Templates let you apply a pre-built reporting structure as a starting point, or save your own structure for reuse.
Applying a template — when creating a new structure or in edit mode, open the Templates tab in the right-side toolbox. Templates are grouped by type:
| Template type | Source |
|---|---|
| Standard | Monitr-curated general-purpose structures |
| Industry | Monitr-curated structures for specific sectors |
| Bookkeeping | Generated from your connected accounting provider (Exact, Twinfield, Moneybird, QuickBooks, Odoo, Minox) |
| Organisation | Saved and shared by your accountant organisation |
| Saved by me | Your own personal saved structures |
Click Preview on any template to see its full P&L, Balance Sheet, and Cash Flow structure before applying. Applying a template that would overwrite an existing structure shows a warning — from that dialog you can also save your current setup as a personal template first.
Saving your own structure as a template — in edit mode, click the Save as template button in the header. Two options appear:
- Save for me — saves a personal template, visible only to you
- Save for [organisation name] — saves a template shared across your entire accountant organisation (only available if you belong to an accountant organisation)
Managing structures
Create a structure
Click the toggle that shows your current reporting structure and select Manage Structures. From there, 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
The default structure is used as the standard view when logging into a new browser or device. 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 semantic pointers that link a named Monitr concept to a specific reporting line in your structure. Monitr uses them internally to power calculations, validations, and dashboard features — they are not just display labels.
There are 4 mandatory anchors (required before certain features unlock) and 6 optional anchors.
Profit & Loss anchors
| Anchor | Mandatory | What Monitr uses it for |
|---|---|---|
| Net Result | Yes | Bottom-line P&L validation; equity reconciliation in BS forecast |
| Revenue | Yes | "% of revenue" toggle in reports and dashboards; Key Metrics card |
| Sales & Marketing Costs | No | CAC and Payback Period metrics in the Recurring Revenue dashboard |
| FX Rate Difference P&L | No | Multicurrency: exchange rate differences are posted to this line |
Balance Sheet anchors
| Anchor | Mandatory | What Monitr uses it for |
|---|---|---|
| Cash & Bank | Yes | Runway calculation; Cash Flow validation (mutation vs bank balance); Cash Flow tab access |
| Total Balance Sheet | Yes | BS sums-to-zero validation (visible in Validations) |
| Result Carried Forward | No | BS forecast: synthetic row ensuring the balance adds to zero |
| Bank | No | BS forecast cash position; Cash Flow attribution |
| Equity | No | Multicurrency: equity lines use transaction-date FX rate instead of closing-date rate |
| FX Rate Difference BS | No | Multicurrency consolidation: computed FX differences on BS items are posted to this line |
Link a Report Anchor
- Click the Edit button in the top right corner to enter edit mode.
- In the right-side toolbox, click the Report Anchors tab.
- Click a Report Anchor card — it enters a selected state with the prompt "Select a reporting line to link this report anchor to."
- Click the desired reporting line in the P&L or Balance Sheet tree to create the link.
Unlink a Report Anchor
- Click the Edit button in the top right corner to enter edit mode.
- In the right-side toolbox, click the Report Anchors tab.
- Hover over a linked anchor to reveal the Unlink (×) icon.
- Click Unlink and confirm in the dialog.
Cash Flow mapping
Reporting lines on the P&L and Balance Sheet tabs can be linked to a line in your Cash Flow structure. This tells Monitr where the cash impact of that line should appear in the Cash Flow report.
In edit mode, a Cash flow mapping dropdown appears on each row of the P&L and Balance Sheet trees. Click it to open a popover showing your Cash Flow structure. Only leaf lines (lines with no children) are selectable — parent grouping lines are shown for context but cannot be assigned. Select the leaf line that represents the correct Cash Flow category for the P&L or BS line you are mapping.
The available options in the dropdown come from your own Cash Flow reporting structure. If you name your CF lines "Operating activities", "Investing activities", and "Financing activities", those are what appear. Monitr does not enforce a fixed set of categories.
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.
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.