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Data Collection
All Steps at a Glance
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Basic Configuration
Creating and Configuring Form Templates
Creating and Configuring Validation Rules
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Creating and Configuring Reporting Packages
Collecting Data
Glossary

Basic Configuration for Lucanet Data Collection

Overview

Before starting a data collection process in Lucanet Data Collection, administrators must set up the foundational elements that define which data to collect, how to validate the data, and who will provide the data. This section covers the essential configuration steps.

Data Collection requires the following components to be configured:

  • Form templates: Form templates are the foundation of data collection in Data Collection. A form template defines the structure and layout of the data you want to collect from reporting entities.
  • Validation rules: Validation rules in Data Collection help ensure data accuracy and consistency during data collection.
  • Reporting entities: Reporting entities represent the organizational units for which financial data is collected in Data Collection. In Data Collection, reporting entities are imported from Consolidation & Financial Planning to ensure consistency across both solutions.
  • Reporting packages: In Data Collection, a Reporting Package is a virtual container that bundles together the elements required for a data collection process.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on Oct 6, 2026

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