Certified Annual Report - Setup - Reporting Structure

Use this option to define your district’s accounting structure. For each state-level title, you must specify the district organization chart/accounting level and the starting and ending positions.

All organization or account-level definitions are accepted for the Object, Source, and Account relationships. The Facility relationship is required for charter schools. All other relationships are required and must be defined before setting up crosswalks.

On the IA Certified Annual Report (CAR) page, select Setup, and then Reporting Structure.
- To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, then Yes.
- To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
- To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.

Field descriptions

The following table describes the fields on the IA Certified Annual Report (CAR) - Setup - Reporting Structure page.

Field	Description
CAR Title	The state-level CAR title. Valid values: Fund Facility Function Program Project Object Source Account
Organization/Account Level	The district organization chart/accounting level. The Organization/Account Level must be the number representing the level on the organization chart or account as defined on the Fund Accounting Profile page. Organization levels will be one more than the organization number. For example, orgn2 = level 3. The titles of the organization levels are retrieved from the titles set up on the Titles tab of the Fund Accounting Profile page. The values in the drop-down are retrieved from the Titles tab of the Fund Accounting Profile page. The values also include the 1st, 2nd, and 3rd sub-accounts.
Starting Position within Level	The starting position of the organization chart/accounting level in the accounting structure.
Ending Position within Level	The ending position of the organization chart/accounting level in the accounting structure.