Can I connect multiple organisations?
Functionality
It is possible to report across multiple organisations in Wink Reports. If you contact support we can set up your organisations in a hierarchy such as this:
Each organisation can have it's own connectors, such as to Xero, or ServiceM8 or Unleashed (all of our connectors). Each organisation can also have it's own set of reports which only users to that organisation can see.
However if users are added to the Head Office organisation, they will be able to access the information from all organisations in the hierarchy underneath them.
It's also possible to build reports at the Head Office level which will consolidate and roll up all the data from the Subsidiaries. You can choose to do this in the designer under the Report section:
Costs
To use this functionality requires an Enterprise subscription. Please contact the sales team to get a quote. All organisations will have all the full Enterprise features enabled.
For more info, please contact the support team to help with setting it up.
Related Articles
Why won't my Outlook or Office365 Email server connect?
Check if the SMTP server configuration is correct. You can connect directly to Microsoft 365 or Office 365 using the settings shown below Setting Value Outgoing mail server smtp.office365.com Port 587 Use TLS Yes For connecting to Outlook, ...How User Permissions Work
Wink has two bulit-in permission roles available when inviting a user to an organisation: Admin and User. Enterprise customers also have to ability to define custom roles with fine-grained permissions. Admin Users Users with Admin access have full ...Import an Excel file
Created by: Johann Du Toit Modified on: Tue, 3 Dec, 2019 at 12:46 PM How to Import Your Own Excel Data and use it to create a Report Note: This functionality is only available on Professional and Enterprise plans. Set up a Connector to Excel Click ...How to invite new users to Wink Reports
Created by: Andrei Gromek Modified on: Fri, 11 May, 2018 at 1:23 PM Outline Wink Reports allows users to add additional users to organisations. Follow these steps to add a new user. 1. Select Organisations from the Wink Reports ;) menu Then select ...How to add a new organisation to Wink Reports - subsidiary of existing organisation
Outline Wink Reports allows users to view and manage several Wink Reports organisations. Follow these steps to add a new subsidiary organisation. We recommend Wink Reports Partners add their clients to Wink Reports using this method. 1. Select ...