Watch Me Work | Reporting Groups in Martus

Need to track budget data across multiple dimensions or create custom groupings for allocation calculations? Reporting Groups let you define specific combinations of dimension values and GL accounts, then use them in Special Purpose Worksheets and Report Builder to slice your data exactly how you need it. 0:00 - Introduction 0:36 - Subscription Level Requirements 1:21 - What Are Reporting Groups 5:00 - Create Reporting Groups in SPWs 12:00 - Use Reporting Groups in SPW Calculations 18:00 - Reporting Groups in Global SPWs 24:00 - Reporting Groups in Report Builder 30:00 - Q&A and Wrap-Up In this webinar: 🔷 What reporting groups are and which subscription levels have access 🔷 Create reporting groups by selecting worksheet lines or using dimension filters 🔷 Use reporting groups as quantities in SPW calculations 🔷 Build allocation formulas using reporting group data 🔷 Apply reporting groups in Global SPWs for organization-wide calculations 🔷 Use reporting groups in Report Builder for custom financial reports 📚 For more information, visit the Martus Knowledge Base on our website. ***************************************************** Martus is a cloud-based budgeting, forecasting, and reporting solution built for nonprofits, faith-based organizations, schools, and mission-driven teams. Replace spreadsheets with a collaborative, intuitive platform that integrates with your existing accounting system. 🔗 Learn more about Martus: https://www.martussolutions.com/ 🔗 Request a Demo: https://www.martussolutions.com/reque... 🔗 Review us on: https://www.g2.com/sellers/martus-sol...