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Altova CbC Reporting Solution

The Report Data tab (screenshot below) is the main part of the report. It is where the financial data of the reporting entity is edited.

 

Click to expand/collapse

 

 

There are two ways in which the financial data can be entered:

 

Import from Excel

The financial data is imported from the Altova CbC Reporting Solution's Excel Template for Import. For information about how to create this template, see Excel Template for Import. To import data from this template, click the Import from Excel button, which is located at the top right of the Report Data tab (see screenshot above).  For information about importing, see the next section, Import from Excel.

 

Manually

Add the data as follows:

 

1.To add a country, click Add Country, located at top right of the tab (see screenshot above).

2.In the Country Page that appears, select a country and currency (both of which are mandatory).

3.Click Add Companies. (If a company already exists, click Edit Companies.) This takes you to the Companies (Constituent Entities) Page.

4.On the Companies (Constituent Entities) Page, click Add Company for each company that you want to add, and enter their details. Each new company you add, is appended to the list of existing companies.

5.Click Save & Close to go back to the Country Page.

6.On the Country Page, enter the financial data of the company and its constituent companies.

 

Note the following points:

 

To add data of another company in the same country, start with Step 1 above.

At every level of the data entry—(i) All Countries, (ii) Individual Country and All Companies, (iii) Individual Company—you can (i) cancel your edit, (ii) verify data for completeness and format, and/or (iii) save your data to the database and go back to the Report page.

 

Saving a report

Click Verify if you want to check whether any data is missing or incorrect in some way. To save a report, click Save & Close in the top pane of the Report page.

 

Editing report data

After report data has been entered—either manually or by importing from Excel—you can edit this data. You can edit the following:

 

Country financial summary: (i) Click that country's Edit button, (ii) edit the country's financial summary fields, (iii) click Save & Close to save country edits.

Company (constituent entity) business activities and registration data: (i) Click the relevant country's Edit button, (ii) click Edit Companies, (iii) edit the company's business activities and/or registration data, (iv) click Save & Close to save company edits, (v) click Save & Close to save country edits.

 

Note:You can use the relevant Delete buttons to delete individual countries and companies.

 

Note:When saving, you will need to save separately at different levels: (i) companies level, (ii) country level, (iii) report level.

 

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