Reporting
Enterprise Access
Report across all the companies in your enterprise, in one place.
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About
Enterprise access brings reporting for several companies together in one place.
As well as the usual reports in each company, enterprise users get enterprise reports across companies. That makes it easier to compare performance and spot trends across sites and companies.
Companies
Each company is set up and reported on as normal.
Enterprise
Log in to the enterprise to report across them all.
Parent company details, and how enterprise reports are set out.
Who can use the enterprise, and what they can do.
Ready to start?
Go to the Reports Setup tab.
Reports Setup
Set the parent company's details, and how enterprise reports are set out.
What do you want to set up?
Parent company details
1
Open the configuration
Log in to the enterprise and go to Settings > Configuration.
2
Add the details
In Parent Company Details, fill in:
The parent company's address.
The logo shown throughout Cinchio Back Office when you're logged in to the enterprise.
3
Save
Save your changes.
The parent company details are saved.
Report settings
Overrides each company
These settings are used instead of each company's own, so enterprise reports always look the same.
1
Open the configuration
Log in to the enterprise and go to Settings > Configuration.
2
Set up reporting
In Reporting Configuration, set:
When your financial year starts. This sets the day each reporting week starts, and the time each sales date starts.
How dates and times show in reports.
The reporting profile for enterprise reports.
3
Save
Save your changes.
Enterprise reports use these settings.
User Access
Manage enterprise users and user roles in the same way as in a company, with a few differences.
What are you managing?
User roles
See User Roles for how to manage them. At enterprise level:
Fewer rights
Only the rights needed at enterprise level are listed.
No Auto Add Sites
Enterprises don't have sites, so this setting isn't available.
Users
See Users for how to manage them. At enterprise level:
No sites
Users don't need site access or a default site.
No report settings
There's no default dashboard date, auditor setting or overwrite settings option.
See their companies
The Companies tab shows which companies in the enterprise the user can use.