Reporting Dimensions

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Tax Administration

Income Taxes

User Interface of Income Taxes

Modules and Additional Functions in Income Taxes

Income Tax Forms

Master Data

Periods

Countries

Reporting Dimensions

Companies

Foreign Branches / Fonds

CoA Group

CoA Company

Toolbox

Interfaces

Administration

Company

(Sub-) Group

Reporting

Pillar 2

Country-by-Country Reporting

First Steps in Pillar 2 and CbCR

Tax Balance

Tax Services

Glossary

To support group reporting, reporting dimensions and associated dimension values can be created in the Reporting Dimensions workspace. This makes it possible to distinguish group companies by specific selection criteria. In the Reports folder, a filter is shown for each reporting dimension, allowing specific restrictions to be made.

Individual reporting dimensions can be assigned dimension values.

The master data workspace Reporting Dimension can be opened under Master Data | Reporting Dimension.

The Reporting Dimension master data workspace is displayed as follows, for example:

The 'Reporting Dimension' workspace is displayed. — 'Reporting Dimension' workspace

The following table shows two reporting dimensions and their dimension values:

Europe

Asia

North America

South America

Automotive

Industry

Proceed as follows to create a new dimension value for a reporting dimension:

In the Reporting Dimension workspace, click Create. The Reporting Dimension detail view is displayed:

Do one of the following:

Create a new

dimension value

based on an existing one: In the drop-down list

Copy based on

, select an existing

dimension value

and then click

Copy now

Configure an ID, account name, and type for a new dimension (see section

Configuring Reporting Dimension

Click Create.

To create a new dimension value, the following properties must be configured:

Option	Description
ID	The ID is used to clearly label and identify the respective dimension value. Both numbers and letters can be used. It is not possible to modify an ID at a later point in time.
Name	A dimension value must be assigned a name. This name can be changed at a later point in time.
Type	Here, the dimension value is assigned to a reporting dimension. Maintenance of the available reporting dimensions is carried out in the master data workspace **Administration

Dimension values can be assigned to individual group units in the Companies workspace. Multiple reporting dimensions can also be assigned to a company.