Settlement Report by Reporting Group

When you select By Reporting Group as the presentation method for the granular data, iQ displays any child groups of the currently selected parent organization along with a breakdown of the data as it applies to those groups. If those children have associated groups (other children), click the plus sign next to the group name to drill down to the child entities. When you do this, the parent shows the totals for the sub-groups in bold, and the children show the child specific data.

You can drill down a maximum of four levels in the granular data section of the report, five on the overall report, counting the parent shown in the summary section. If you wish to display data for lower sub-groups, you can change focus by selecting a different Reporting Group using the Reporting Group Selector, then expand the sub-group in the granular data section.

Settlement Report by Reporting Group showing Child Groups

See Settlement Report Field Descriptions (in alphabetical order) for a description of all the fields in the summary panel and the granular data tabs of the Settlement Report.