Reporting by Business Units

Explanation of how to report on Business Units.

What

Reporting Units represent the different divisions within your organisation and can be assigned to Client and Placement records.
 

Where

For a Client Contact

Clients > Client Contact record > Administration Tab > Dimensions > Reporting Business Unit field
 

 


For a Placement

Placements > Placement record > Finance Tab > Finance > Reporting business unit field

 

Have any feedback on this article? Let us know or ask the Community if you need more help.