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Glossary

Importing Reporting Entities from Consolidation & Financial Planning into Lucanet Data Collection

Overview

Reporting entities represent the organizational units (e.g., companies, subsidiaries) for which financial data is collected in Lucanet Data Collection. In Data Collection, reporting entities are imported from Consolidation & Financial Planning (CFP) to ensure consistency across both solutions.

Once imported, reporting entities in Data Collection can be:

  • Assigned to data collectors and approvers
  • Referenced in reporting packages and data collection processes

Importing Reporting Entities in Data Collection

Before you can start collecting data in Data Collection, you must import reporting entities from CFP.

To import reporting entities in Data Collection:

1

Navigate to Data Collection | Reporting entities.

2

Click + Import reporting entities at the top right. Data Collection retrieves the current list of reporting entities from CFP.

Reporting Entities List

After importing, the reporting entities list in Data Collection displays the following columns:

Shows the 'Reporting entities' workspace in Data Collection with the 'Import reporting entities' button, the message 'To ensure your reporting entities are valid for use, at least one Data Collector and one Approver must be assigned to each reporting entity. A user can be both a collector and an approver for the same reporting entity. Unless these assignments are configured here, the system will request them whenever a new data collection process is started.', and a list with the 'Reporting entity name', 'Reporting entity ID', 'Collectors', 'Approvers', 'Partner', and 'Default currency' columns.
Imported reporting entities
ColumnDescription
Reporting entity nameName of the reporting entity as defined in CFP
Reporting entity IDUnique identifier from CFP
CollectorsUsers assigned as data collectors for this reporting entity
ApproversUsers assigned as approvers for this reporting entity
PartnerPartner code associated with the reporting entity
Default currencyDefault currency for the reporting entity
FWH reporting entityOptional link to the corresponding company (reporting entity) in Lucanet.Financial Warehouse (FWH). Selecting a value enables the Lucanet.Financial Warehouse import option for this reporting entity's forms. The linked FWH reporting entity's local currency must match this reporting entity's default currency.

If a reporting entity is modified in CFP (e.g., name, partner, or default currency), the changes are automatically applied in Data Collection to ensure data consistency.

If a reporting entity is deleted from CFP:

  • If the reporting entity has never been assigned to a reporting package, it is automatically deleted from Data Collection.
  • Otherwise, the reporting entity is no longer displayed in the reporting entities list but is retained in Data Collection for historical reference.

Assigning Data Collectors and Approvers in Data Collection

After importing reporting entities into Data Collection, an administrator must assign users to enable data collection. Each reporting entity requires at least one data Collector and one Approver to be used in a data collection process.

A user can be assigned as both Collector and Approver for the same reporting entity.

To assign users to a reporting entity in Data Collection:

1

Navigate to Data Collection | Reporting entities.

2

In the Collectors or Approvers column for the relevant reporting entity, click the drop-down list and select the users you want to assign.

Shows the 'Collectors' and 'Approvers' columns of the reporting entities list in Data Collection. The drop-down list of the 'Collectors' column is open and displays a search field and a list of users with check boxes, one of which is selected. Other rows of the 'Approvers' column display the 'Select users' placeholder.
Assigning Collectors

Collector Assignment

Users assigned as Collectors in Data Collection can:

  • View and edit forms for the assigned reporting entity
  • Execute validations on entered data and view the results
  • Submit forms for approval

Approver Assignment

Users assigned as Approvers in Data Collection can:

  • View forms and submitted data for the assigned reporting entity
  • Review validation results
  • Approve or reject submitted forms

Users can be assigned to multiple reporting entities, and multiple users can be assigned to the same reporting entity. These assignments serve as defaults and must be confirmed or modified when configuring a reporting package.

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

Last updated on Oct 7, 2026

Table of Contents
OverviewImporting Reporting Entities in Data CollectionReporting Entities ListAssigning Data Collectors and Approvers in Data CollectionCollector AssignmentApprover Assignment
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