Virtual Groups

The Virtual Group feature allows you to create flexible groupings of organisations for reporting purposes, without altering the main organisation hierarchy.

Purpose

While the Organisation Hierarchy represents your actual entity structure, Virtual Groups give you the flexibility to view your data in different ways. This is particularly useful when you want to consolidate entities by region, industry, or business line, regardless of how they are positioned in the official hierarchy.

Creating a Virtual Group

1. Navigate to Common Settings → Virtual Group.

2. Click “Add New Virtual Group.”

3. Enter a name for the group (e.g., “Singapore Entities” or “Retail Division”).

4. Select the organisations you want to include in the group.

5. Save the group.

Use Cases

• Regional Consolidations: Create a group for all entities in Singapore to see consolidated results specific to that country.

• Business Line Reporting: Combine entities operating in the same industry to track performance as a sector.

• Ad Hoc Analysis: Create temporary groups for projects, special initiatives, or internal analysis.

Key Points

• You can create unlimited virtual groups.

• Adding or removing an entity from a group does not affect the main organisation hierarchy.

• Virtual groups are used strictly for reporting and analysis — they do not impact consolidation logic based on the main structure.

Notes & Tips

• Use virtual groups when stakeholders request customised views of financial performance.

• Groups can be modified or deleted at any time without risk to your primary organisation setup.

• For complex organisations, virtual groups are an excellent way to slice and dice financial data for targeted decision-making.