Allocations - Using GSPWS and Reporting Groups

Reporting groups are used to define combinations of accounts and dimensions. Reporting groups can then be used in the following reporting and budgeting areas of Martus.

Click Here to review how to create Reporting Groups.

• SPWs - Use reporting groups within Global or Worksheet SPWs to calculate budget amounts based on the amounts currently budgeted for those combinations of accounts and dimensions. 
• ReportBuilder - Use reporting groups in reports, sections, rows and columns to filter a custom report.
• Reports - Use reporting groups to filter most standard financial and budget reports in Martus.

Reporting groups are created by Admins in Setup > Reporting Groups. Non-admins have access to use reporting groups for which they have full dimension permissions.

Below is an example of how we can use Reporting Groups to create indirect allocations within Martus.

Reporting Group are only available to Plus and Premium customers.