Anterra Help Center

Add Company Logo(s) to Consolidation Groups in AnterraBI

Consolidation Groups

In AnterraBI, you may now add company logo(s) based on the consolidation group. Consolidation Groups can represent organizations, entities, divisions, regions, departments, etc.  You may group as many of these different organizations together and/or separately as necessary for reporting and analysis purposes.  

Consolidation Groups are accessed from the Admin menu; navigate to "Consolidation Groups" and "Consolidation Group Mapping".  




The top Consolidation group will appear on the left side of the screen. You may select the Drop-down arrow to the left of the top consolidation to expand to the next level.  






You may also select the "Expand All" button to see all levels of the consolidations.


Expanded Version Below


Highlight the organization at the top level and select the logo icon to add a company logo.



You may now select an image if the image(s) have already been added in AnterraBI.



You can also choose the option to "Select Files" by scrolling down.  



This will allow you to browse files to select a new image to add in AnterraBI.



Open the logo file, and select "Add" to add to your logos in AnterraBI.



The newly added logo will now appear in your logo selections, and you may now apply it to the consolidation group(s) as applicable.  



You may also choose to apply to the "Children" (lower levels) within the main consolidation group. 

Once you have completed adding logos to the Consolidation Group Mapping. You may select to use the "Consolidation Group logo in your financial statement designs. 



Select the statement in which you would like to add the logo, and then select "Edit Statement Format".

 


Select "Edit Statement Logo". 




Select "Use Consolidation Group Logo", and "Apply". 



Select "Preview" to view the change made to the financial statement.



The logo has now been added to the financial statement.




    • Related Articles

    • Anterra BI™ Financial Widget Builder Training

      Start at the Widget Builder icon ​AnterraBI™ allows you to build virtually any graph, bar chart, or pie chart you want. You can create calculations based on your chart of accounts. To build a financial widget click on the Widget builder icon on the ...
    • Consolidation Group Mapping

      In AnterraBI™, consolidation groups can represent organizations, entities, divisions, regions, departments, etc.  You may group as many of these different organizations together and/or separately as necessary for reporting and analyzation purposes.   ...
    • Anterra April 2021 (v26.5) Release Notes

      Collapsing Consolidation Groups We’ve had collapsing consolidation groups in Pivot Grids for a while. We’ve expanded this feature into Anterra Statement Builder financial statements and Dashboards. Collapsing Consolidation Groups in Statements ...
    • Update Consolidation Groups in Anterra after creation/editing

      MENU ITEM:  Admin > Consolidation Groups > Consolidation Group Mapping Overview / Tutorial Video Updating Consolidation Groups After Creation You can now update your consolidation group drop downs after editing / creating them.  After you have ...
    • Anterra User Administration

      Overview of User Administration AnterraBI™ offers robust and flexible user security.  There are 2 main concepts, individual user and group user. Individual User Setup  Each user is granted access to Anterra Modules Each user is “data trimmed” for ...