Company Ownership Details Reports

The Company Ownership - Template is a report template that can be used for creating comparisons against the company ownership details. This report pulls the percentages of ownership based on the net assets and net assets owned amounts. Example use cases for modifying this template are for prior 6-month comparisons or comparing hierarchy ownership percentages. These examples don't fit the WDSetup standards, so they aren't part of the configuration packages, but sample definitions of the hierarchy level and past 6 months reports are attached to this page for reference.

The Noncontrolling Interest Percent Calculated is a report to be used for comparison against the company ownership details. This report pulls the percentages of ownership and minority based on the net asset amount and noncontrolling interest amounts.

Characteristics

Customer Central Package

RPT Consolidations

The Customer Central package listed above ties to the name of the Configuration Catalog package where the corresponding reports are located. Once loaded into your tenant, you can find the reports in the table below using a Report Tag that matches the Customer Central name or simply by searching for the custom report. The Prerequisites listed below are the security domains needed to be able to run the report.  For more reports within the package, see RPT Consolidations.

Pattern

These report templates support one key pattern: Foundational.

We deliver these templates to give you a starting point for other reports. Review the templates to determine if this out-of-the-box version works for your company ownership reporting needs. If so, you can use the template to create minor changes to it or copy it for other reporting needs. The level of effort varies depending on the level of modifications needed.

Once you've successfully created or migrated the reports using Customer Central, you can follow the suggested setup steps listed below to update the report based on the desired report output:

Company Ownership - Template:

• Hide Data Columns to be left with only the calculation columns visible.
• Add details within the sub report for row grouping/drill-down per end user's requirements.
• Update the "Balance Sheet Ledger Accounts and Summaries" prompts for the following:

Noncontrolling Interest Percent Calculated:

• Add details within the sub report for row grouping/drill-down per end user's requirements.
• Update the "Balance Sheet Ledger Accounts and Summaries" prompts for the following