Consolidated Reporting for a Group of Companies

Family groups and holding companies often run five businesses on five different spreadsheets. Consolidation brings them into one picture.

#Step 1: Standardise definitions

"Revenue", "orders" and "headcount" must mean the same thing in every company. Write a one-page **KPI dictionary**.

#Step 2: One pack, every company

Every company submits the **same report pack** on the same schedule — weekly operational numbers and a monthly management pack.

#Step 3: Link the companies

In Yapie Work, create the **group** (parent) and link each company under it (Work › Organisation › Group). Each company keeps its own settings, members, approvals and attendance rules.

#Step 4: Group dashboards

The group view shows: - **Totals** across companies. - **Side-by-side comparisons** — which company is ahead or behind. - **Trends** over weeks and months. - **Consolidated attendance** for HR.

Export group dashboards to PDF for the board.

#Step 5: Review rhythm

- **Weekly** group call using the dashboard. - **Monthly** board pack. - **Quarterly** deep dive per company.

#Keep autonomy where it matters

Group leaders see work data such as reports and attendance — not personal chats — and each company's managers keep running their own team day to day.

#Frequently asked questions

What is consolidated reporting?

Combining reports from several companies into one view with totals and comparisons.

Can each company keep its own settings in Yapie Work?

Yes. Companies linked under a group keep their own members, rules and workflows.

Can I compare companies side by side?

Yes. The group dashboard shows each company's figures alongside group totals.