How It Works

How does CoopMetrics work?

• CoopMetrics uses a Common Chart of Accounts (CCOA).
• Each company has their own internal Chart of Accounts that is not the same as the CCOA.
• Each item from each company's Chart of Accounts is carefully mapped to the CCOA.
• The standardized reports reflect the way items are arranged in the CCOA (for example, audits will be reflected as CCOA Admin expenses even though your company may have audits internally coded to governance).
• Your internal reports won’t necessarily match the CoopMetrics reports – that’s by design, so that you don’t have to change your chart of accounts, but we can have apples to apples comparisons between companies.

How do companies upload their trial balances?

• Please upload your data files directly to the secure website.
• If you have adjustments to prior quarters, please upload the adjusted trial balance and the next run of reports will reflect the changes.

How do companies download tools and reports?

• All CoopMetrics reports that your company subscribes to can be downloaded from the website.

• You must be a member to access the secure website.