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 it 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

Custom Metrics

Custom Metrics 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 Custom Metric

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

The metric now appears on your dashboard as a KPI card.

Unlink a Custom Metric

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

Metric vs. line

A reporting line aggregates account balances into a subtotal. A Custom Metric links that subtotal to a named KPI card on your dashboard. You can have many lines but only need a few metrics 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. Right-click a line and choose Cash flow mapping 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.

Smart Mapping

Monitr can use AI to suggest mappings for your unmapped accounts. This feature is available in the Accounts tab of the right-side toolbox when in edit mode.

Get Smart Mapping Suggestions

1. Click the Edit button in the top right corner to enter edit mode.
2. In the right-side toolbox, click the Accounts tab.
3. Click the Smart Mapping (sparkle) button. A modal will appear showing the AI's suggestions.
4. Review the suggestions. You can select individual suggestions or click Select all to apply all of them.
5. Click Apply suggestion(s) to map the selected accounts to the suggested reporting lines.

During the suggestion process, you will see a progress bar with labels like "Gathering your unmapped accounts" and "Matching accounts to reporting lines". The number of accounts being analysed will be displayed.

Analytical Axes

If your accounts use analytical axes, the AI suggestions will also consider these. In the suggestion modal, you will see the analytical axis code next to the account name. Hover over the analytical axis code to see its description.

Re-analyse for better results

Re-analysing after applying some suggestions often gives better results, as more mapped accounts provide additional context for the AI.

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.

Account – analytical axis details

When working with reporting lines, you can view detailed information about an account and analytical axis combination. This includes transactions, linked budget accounts, and where it's mapped in other reporting structures.

To open the Account – analytical axis details modal:

1. Click the Edit button in the top right corner to enter edit mode.
2. In the right-side toolbox, click the Accounts tab.
3. In the list of unmapped accounts, click on an account row to open the Account – analytical axis details modal.

The modal displays the account number and name, and if applicable, the analytical axis code and description. It contains the following tabs:

• Transactions: Shows general ledger transactions for the selected account and analytical axis combination. If there are many transactions, only the most recent ones are displayed.
• Budget accounts: Displays any budget accounts linked to this combination, including their name and budget type.
• Other structures: Lists other reporting structures where this combination is mapped, showing the reporting structure name and the specific reporting line it's mapped to.

Deleting an account – analytical axis combination

Within the Account – analytical axis details modal, you can delete the combination if it is no longer in use.

• If the combination is not used by any transactions or budget accounts, the Delete combination button will be active. Click it to remove the combination.
• If the combination is still in use, the Delete combination button will be disabled, and a tooltip will indicate why (e.g., "In use by X transactions" or "In use by Y budget accounts"). You must remove these references before you can delete the combination.