Which accounts in Adaptive Planning are meant for hierarchical structuring and reporting purposes?

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Root accounts are designed specifically for hierarchical structuring and reporting within Adaptive Planning. They serve as the top-level accounts in a structure that can contain other accounts, such as parent and child accounts, allowing organizations to create a layered and organized reporting framework. This hierarchical approach facilitates clear visibility into financial data and performance metrics, enabling users to report at various levels of detail from the overarching root account down to specific components.

Root accounts establish the foundational structure needed for comprehensive reporting and analysis, making them essential for any organizational planning and financial analysis. In contrast, other account types may serve different specific purposes but are not primarily focused on providing the hierarchical structure that root accounts offer.

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