Reports

Advanced Entity reports

Advanced reports let you analyse data within a year and across FBT years, and within or across reporting entities. Your ability to use advanced reports is controlled by your licence and which FBT periods you have available in ONESOURCE Fringe Benefits Tax.
Advanced reports are typically used for reporting on the organisation as a whole, or at the management group level. The concept of whole of organisation refers to grouping reporting entities for management reporting purposes, rather than for legal entity consolidation. Grouped reporting entities are a consolidation of divisions within a legal entity and does not support consolidating separate legal entities or elements of different legal entities. The Advanced Report lets you perform this management reporting function more easily.
note
Be careful how you interpret the FBT payables in advanced reports if you are a concessionally treated entity. Refer to the Employer reports, which are designed for concessional employer reporting based on employee-level capping.
There are 4 standard reports. These can be modified or new custom reports created.
  • Benefit
  • Cost Centre
  • Entity
  • Standard Category

Adding an Advanced Entity report

When adding a custom report, you can create a completely new report or use an existing report and make changes as necessary.
  1. Select
    Reports
    , then
    Advanced Entity Reports
     from the navigation bar.
  2. To add a new report, select the
    Add
     button on the toolbar. The Customised Report Wizard opens to guide you through the steps to create the report.
  3. Select the
    Next
     button.
  4. On tab
    2 | Report Type
    , select the report type, then select
    Next
    .
  5. On tab
    3 | Report Template
    , select
    Create a new report
     or
    Use an Existing Report as a Template
     to select a report on which to base your custom report.
  6. By default, the report will use the current default organisation and data from the current FBT reporting period. If prior year data is available, you can use the options on tab
    4 | Organisation and Period
     to select other organisations or FBT periods to include in the report. Use the
    Organisation
     dropdown to select the data from these previous years to compare with the current FBT year. Skip this step if you are only interested data in the active FBT year.
  7. Select
    Next
    .
  8. On tab
    5 | Display Columns
    , select the fields for your report. You must add at least 1 column to each area.
    • Column Area
       - the items to be summarised in the report
    • Row Area
       - contains categories of values to be summarised
    • Data Area
       - contains the values to be summarised (must be numeric data)
      note
      Some fields are text and cannot be added to the
      Data Area
       box.
  9. Select
    Next
    .
  10. On tab
    6 | Save Report
    , enter a name in the
    New Report Name
     field.
  11. Select
    Next
    .
  12. On tab
    7 | Complete
    , select the
    Save
     button.

This article applies to:

  • PRODUCT: ONESOURCE Fringe Benefits Tax
  • Subject: Reports