Consolidated Reports
Generate financial reports across multiple companies.
Enterprise Feature: Consolidated Reports require True Enterprise or Accountant Enterprise subscription. Available in the free trial.
Overview
Consolidated Reports allow you to aggregate and compare financial data across multiple companies in your BizBooks Pro installation. Perfect for:
- Multi-business owners viewing total performance
- Holding companies consolidating subsidiaries
- Accountants comparing client metrics
- Franchise owners analyzing locations
Accessing Consolidated Reports
- Navigate to Reports in the main menu
- Click the Consolidated button (purple gradient)
- Select at least 2 companies from the checkbox list
- Optionally set date range (Start Date and End Date)
- Click the report you want to generate
Tip: You must have access to at least 2 companies to use consolidated reports. Create additional companies or request access from company admins.
Consolidated Income Statement
Shows combined revenue, expenses, and net income across all selected companies.
What's Included:
- Revenue by company
- Expenses by company
- Net Income by company
- Consolidated totals
- Summary cards with key metrics
Use Cases:
- Board reporting on total organization performance
- Investor updates showing combined profitability
- Year-over-year comparisons across entities
Consolidated Balance Sheet
Aggregates assets, liabilities, and equity across all selected companies.
What's Included:
- Total Assets by company
- Total Liabilities by company
- Total Equity by company
- Consolidated totals
- Balance check indicator
Combined Trial Balance
Displays every account from every selected company side by side in a single table.
What's Included:
- Account name and type
- Balance for each company in separate columns
- Total debits per company
- Total credits per company
Use Cases:
- Accountants reviewing multiple clients' books
- Comparing chart of accounts across entities
- Identifying discrepancies or unusual balances
Comparative P&L
Shows individual profit & loss cards for each selected company with profitability metrics.
What's Included:
- Revenue total
- Cost of Goods Sold
- Gross Profit
- Operating Expenses
- Net Income
- Gross Margin %
- Net Margin %
Use Cases:
- Comparing profitability across business units
- Identifying which companies need attention
- Benchmarking margin performance
Client Summary Dashboard
High-level overview of all selected companies with health indicators and key metrics.
What's Included:
| Metric | Description |
|---|---|
| Revenue | Total income |
| Net Income | Profit after expenses |
| Cash Balance | Current bank account totals |
| A/R Outstanding | Accounts receivable balance |
| Transaction Count | Total transactions recorded |
| Customer Count | Number of customers |
| Vendor Count | Number of vendors |
| Health Status | Profitable or Loss indicator |
| Last Activity | Most recent transaction date |
Use Cases:
- Practice management for accounting firms
- Quick health check across all entities
- Identifying clients who need attention
Tip: All consolidated reports can be printed directly from the report view using the Print button.