---
title: "Importing Reporting Entities from Consolidation & Financial Planning"
description: "Reporting entities represent the organizational units (e.g., companies, subsidiaries) for which financial data is collected. In Data Collection, reporting entities are imported from Consolidation & Financial Planning (CFP) to ensure consistency across both solutions."
source_url: https://support.lucanet.cloud/en/documentation/data-collection/basic-configuration-dc/import-reporting-entities
language: en
last_updated: 2026-05-28
---
# Importing Reporting Entities from Consolidation & Financial Planning

## Overview

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

Once imported, reporting entities can be:

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

## Importing Reporting Entities

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

To import reporting entities:

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Navigate to **Data Collection** | **Reporting entities**.
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Click **\+ Import reporting entities** at the top right. The system retrieves the current list of reporting entities from CFP.
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### Reporting Entities List

After importing, the reporting entities list displays the following columns:

Imported reporting entities

| Column | Description |
|---------|---------|
| Reporting entity name | Name of the reporting entity as defined in CFP |
| Reporting entity ID | Unique identifier from CFP |
| Collectors | Users assigned as data collectors for this reporting entity |
| Approvers | Users assigned as approvers for this reporting entity |
| Partner | Partner code associated with the reporting entity |
| Default currency | Default currency for the reporting entity |
| FWH reporting entity | Optional link to the corresponding company (reporting entity) in **Lucanet.Financial Warehouse**. 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. |

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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.
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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 the system for historical reference.
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## Assigning Data Collectors and Approvers

After importing reporting entities, 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.

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A user can be assigned as both **Collector** and **Approver** for the same reporting entity.
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Navigate to **Data Collection** | **Reporting entities**.
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In the **Collectors** or **Approvers** column for the relevant reporting entity, click the drop-down list and select the users you want to assign.

Assigning Collectors
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### Collector Assignment

Users assigned as **Collectors** can:

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

### Approver Assignment

Users assigned as **Approvers** can:

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

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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.
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