What this article covers: How to create and use Virtual Groups in BrizoSystem — flexible custom groupings of entities for reporting purposes that sit independently of your main Organisation Hierarchy.
Virtual Groups let you create alternative views of your financial data by grouping any combination of entities — regardless of how they appear in your official hierarchy. Where the Organisation Hierarchy reflects your legal or ownership structure, Virtual Groups let you slice the same data by region, business line, project, or any other lens that matters to your stakeholders.
Organisation Hierarchy Virtual Group
Represents Legal or ownership structure Any custom grouping for reporting
Affects consolidation ✓ Yes ✗ No — reporting only
Can be changed freely With care — affects all downstream reports ✓ Yes — no risk to primary structure
Example Holding Co → Singapore Sub → Trading Co "APAC Entities", "Retail Division", "Q3 Project"
1. Creating a Virtual Group
1Go to Global Settings → Virtual GroupAny existing virtual groups are listed here.
2Click Add New Virtual GroupEnter a descriptive name — for example, "Singapore Entities", "Retail Division", or "APAC".
3Select the organisations to includeChoose any combination of entities from across your hierarchy. Entities from different branches of the hierarchy can be included in the same virtual group.
4Save the groupThe virtual group is immediately available in the organisation selector on dashboards and reports.
2. Common Use Cases
Use case Example
Regional consolidation Group all Singapore entities to produce a country-level consolidated P&L and Balance Sheet
Business line reporting Combine all retail-operating entities across different holding structures to track sector performance
Stakeholder-specific view Create a custom group for a specific investor or lender covering only the entities relevant to their investment
Ad-hoc analysis Assemble a temporary group for a project, acquisition analysis, or internal initiative — delete it when no longer needed
3. Managing Virtual Groups
Action Notes
Edit Add or remove entities from a group at any time — changes apply immediately to reports
Delete Removes the virtual group — the entities and the main hierarchy are not affected
No limit You can create unlimited virtual groups — one entity can belong to multiple groups simultaneously
? Tip: Virtual groups are ideal when your reporting structure does not match your legal structure. For complex organisations, they are the fastest way to produce targeted financial views for different audiences — without duplicating entities or restructuring the hierarchy.