How to set up local and global consolidated reporting
For any international services company, it's vital to report on projects, revenue, and margins for each business unit in its local currency, while also seeing the consolidated picture at the global level.
With VOGSY, this complex reporting is handled automatically.
Good News: There's No Setup Required!
You do not need to perform any special setup to enable reporting.
All data in VOGSY is automatically converted and consolidated into your system's base currency. As long as you have correctly set up your company structure with the appropriate local currencies, VOGSY's reporting features will work "out of the box."
This article explains the different ways you can view your data.
Viewing Your Data: The Different Tools
VOGSY offers several ways to visualize your business performance at both a local and global level.
1. Charts (For Real-Time Insights)
Charts are a powerful, pre-packaged way to get actionable insights from day one. They allow you to instantly switch between a consolidated view and a local view.
How it works: Use the company selector at the top of the charts page to toggle between a consolidated view (in your base currency) and the specific results for any subsidiary (in its local currency).
2. Boards (For Sharing Curated Reports)
Boards are an excellent way to group relevant charts and custom reports together for a specific audience. You can create different boards for each operating company, displaying results in their local currency.
How it works: Create a Board in the front office and invite specific staff members to join it. This ensures everyone on a particular team is looking at the same set of insights.
3. Back Office Reports (For Detailed Analysis)
All standard back office reports are designed for multinational use by default.
How it works: When you run a report on opportunities, projects, or revenue, the results will automatically display figures in both the local project currency and the base currency, with no extra configuration needed.