Group Reporting for Requesting Companies

Modified on Wed, 14 Oct at 3:32 PM

Overview

The requesting company uses Group Reporting to assign work to a responding company and follow its progress without leaving Position Green.


Getting started

Contact Position Green to set up Group Reporting. Once it is enabled, assign and generate registrations for the responding company, or ask Position Green to do it. Registrations appear right away for the responding company, and the linked org.unit(s) appear in the requesting company's own Group Reporting menu, where progress can be followed.


Available actions:

  • Track progress as it happens, not just at the end — the progress overview shows Ready to confirm / In progress / Not started counts per company, updated as the responding company works. The “View registrations” button opens the relevant registrations in Data Reporting.
  • Review confirmed data using the normal review, Analytics, Tabulate and export tools — Group Reporting data is included there, like any other registration in the requesting company's context.
  • Support responding companies — comment directly on a registration to answer questions, give guidance, or discuss a reporting decision. This keeps reporting work and communication in one place instead of separate email threads.


A note on suggested data

If the requesting and responding companies report on the same framework and version, Position Green can suggest answers on the responding company's registrations based on its own confirmed data — saving re-entry. This only becomes available once their source data is confirmed, and it never takes away their ability to report manually. See the Group Reporting overview article for the full picture of how suggestions behave.


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