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Working in Reporting and Group

How to use Beam Machine reporting screens and multi-entity pages for management output, ratio analysis, dashboards, and consolidation work.

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Working in Reporting and Group

This page shows you how to use reporting and multi-entity pages for management output and group-level finance work.

Product: Beam Machine
Module: Reporting and Group
Role: Accountant, Finance Lead, CFO, Reviewer, Group Reporting User
Difficulty: Intermediate
Time: 10 minutes first read
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo

Before You Start

  • You need access to Reporting or Multi-Entity.
  • The underlying accounting data should already be clean enough to report.
  • You should know whether you are working on a single entity or a group output.

What are Reporting and Group pages?

On paper, this is your management pack, ratio workbook, board dashboard, and consolidation file. In Beam Machine, the reporting module gives you report families, while multi-entity pages support consolidation and eliminations.

When do you use this?

Use these pages when:

  • management needs a financial or executive view,
  • you need ratio or benchmark insight,
  • or you must combine more than one entity into a group output.

If source accounting is weak, reporting becomes a prettier version of the same underlying problem.

Where do you find it?

Primary path: Reports -> Reporting and Reports -> Multi-Entity

Important routes:

  • /dashboard/reporting
  • /dashboard/reporting/financial
  • /dashboard/reporting/aged
  • /dashboard/reporting/budget
  • /dashboard/reporting/executive
  • /dashboard/reporting/dashboard
  • /dashboard/reporting/narratives
  • /dashboard/reporting/ratios
  • /dashboard/reporting/benchmarks
  • /dashboard/multi-entity
  • /dashboard/multi-entity/consolidation
  • /dashboard/multi-entity/eliminations

How to work in Reporting and Group

  1. Open Reporting if you need a single-entity or management-facing output.
  2. Open Multi-Entity if you need group-level consolidation work.

To generate reporting outputs

  1. Choose the report family:
    • Financial Reports
    • Aged Reports
    • Budget and Variance
    • Executive Summary
    • KPI Dashboard
    • Narratives
    • Ratios
    • Benchmarks
  2. Confirm the correct period and entity.
  3. Review the output before you export or circulate it.
  4. Open ../reports/00-report-index.md if you need one manual per reporting route instead of the broader module overview.

To run group work

  1. Open Multi-Entity.
  2. Use Consolidation for entity roll-up.
  3. Use Eliminations for intercompany adjustments.
  4. Confirm the output makes sense before using it in a report pack.

āœ… Checkpoint: If the report looks wrong, go back to source accounting before editing the output around the problem.

Common Questions & Issues

"The dashboard is wrong"

Why this happens: Dashboards and report packs depend on source postings, source entity selection, and period context.

Fix: Check 01-working-in-accounting.md first. Do not try to fix source-data errors inside the reporting layer.

"The group output does not tie"

Why this happens: Source entities may still be dirty, or eliminations may be incomplete.

Fix: Clean source entities first, then review consolidation and eliminations again.

What's Next

Related Pages

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