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Quick Start — Global Consolidation & Reporting
Enterprise consolidation groups, multi-entity reporting, KPI dashboards, and executive packs for Perfex CRM
5-minute Quick Start
Follow this short path the first time you use Global Consolidation & Reporting:
- Activate — Setup → Modules → activate Global Consolidation & Reporting (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Global Consolidation & Reporting → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Screens map — what each menu is for
These are the admin screens registered by Global Consolidation & Reporting. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | Consolidation Dashboard | admin/global_consolidation_reporting | How to use |
| 2 | Consolidation Groups | admin/global_consolidation_reporting/global_consolidation_reporting_groups | How to use |
| 3 | Reporting Entities | admin/global_consolidation_reporting/global_consolidation_reporting_entities | How to use |
| 4 | Report Periods | admin/global_consolidation_reporting/global_consolidation_reporting_periods | How to use |
| 5 | KPI Dashboard | admin/global_consolidation_reporting/global_consolidation_reporting_kpi | How to use |
| 6 | Reports | admin/global_consolidation_reporting/global_consolidation_reporting_reports | How to use |
| 7 | Adjustments | admin/global_consolidation_reporting/global_consolidation_reporting_adjustments | How to use |
| 8 | Eliminations | admin/global_consolidation_reporting/global_consolidation_reporting_eliminations | How to use |
| 9 | FX Rates | admin/global_consolidation_reporting/global_consolidation_reporting_fx_rates | How to use |
| 10 | BI Exports | admin/global_consolidation_reporting/global_consolidation_reporting_exports | How to use |
| 11 | Webhooks | admin/global_consolidation_reporting/global_consolidation_reporting_webhooks | How to use |
| 12 | Settings | admin/global_consolidation_reporting/global_consolidation_reporting_settings | How to use |
Related: How to Install · Features · FAQ & Tips