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Read and Customise Reports · Track 4 · Tutorial 1 of 2

Report a subgroup with a virtual group

The hierarchy follows ownership, but readers often want another cut: one region, one business line, the companies a lender has security over. A virtual group adds up any companies you pick, for reporting only. The hierarchy and the consolidation don’t change.

You will needYour companies set up and loaded, as in the Foundations series. Administrator access in BrizoConsol.
By the endAn Asia Pacific virtual group of Companies A, B and F, with its own Profit & Loss and Balance Sheet.

1Know what a virtual group adds up

What it holdsThe companies you tick, from anywhere in the subscription. A company can be in several virtual groups.
Its figuresThe companies’ own figures added together, translated into the currency of the subscription’s top group.
What it leaves outEliminations, journals, the NCI and the CTA. They are posted to the group they belong to, not to a virtual group. So a sale between two companies in the virtual group is still in its revenue.
What it doesn’t changeThe hierarchy, the consolidation and every other report.
Your Group consolidates Companies A to F with eliminations, journals, NCI and CTA posted to it. The Asia Pacific virtual group adds up Companies A, B and F only, with no eliminations, journals, NCI or CTA, so a sale from A to B stays in its revenue; figures are in the top group’s currency.
Your Group is consolidated; Asia Pacific only adds up the companies you tick.

Use a virtual group to see a set of companies side by side and in total. Where the figures have to be consolidated — with intercompany removed — the companies need a group of their own in the hierarchy.

2Create the virtual group

  1. Open Settings → Global Settings → Virtual Group, and click Add a Virtual Group.
  2. Enter the Name Asia Pacific.
  3. Tick Company A, Company B and Company F, and click Add.
Add Virtual Group named Asia Pacific, with Company A, Company B and Company F ticked and Company C left out, then Add
The name (1), the companies (2), and Add (3).

The list has every company in the subscription, not the groups: a virtual group is built from companies. To change it later, click Edit on its row, change the ticks and click Update. Delete removes the virtual group only; the companies stay as they are.

3Report the virtual group

  1. In the entity selector, choose Asia Pacific. Virtual groups are listed with the other entities.
  2. Open Reports → Profit & Loss for Oct-2026, and turn on Show Entities.

There is a column for Company A, Company B and Company F, and their total.

A virtual group is not a kind of report: it is an entity you report on. Every report on the All Reports page works for it as for any entity — the built-in statements, your row/column reports and your Cell Reports — and so do dashboards. A report of your own appears on Asia Pacific when it is shared with This subscription; one kept to This organisation stays on the entity it was saved on.

4Check the figures

Check

On Asia Pacific’s Profit & Loss, each company’s column is the same as in its column on Your Group’s Profit & Loss with Show Entities, and the total is the three added up. Company C isn’t there.

5If something goes wrong

Group already existsA virtual group with that name already exists. Choose another name, or edit the one there.
A group isn’t in the list of companiesOnly companies can be ticked. Tick the companies under that group.
Revenue is higher than in the group’s consolidationExpected when the companies trade with each other: a virtual group isn’t eliminated.
The virtual group shows nothingNo companies are ticked, or their months aren’t loaded.

Want more detail? See the documentation

Virtual Groups Organisation Hierarchy
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