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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.

This setup is the same as the following reports:

If you completed the setup for any of these reports, it does not need to be done for the year you are processing.

Set up the Reporting Structure

  1. On the IL Annual Statement of Affairs Report page, select Setup, and then Reporting Structure.

  2. Filter records using the filter criteria. To enter filter criteria:

    1. Select an option in the first field.

    2. Select or enter a value.

    3. Select Add if the button is enabled.
      Refer to Searching for Records for more information.

      • 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 record and select Accept. Update the information and select Accept.

      • To delete, select Delete, then Yes.

Field descriptions

The following table describes the fields on the IL Annual Statement of Affairs Report - Setup - Reporting Structure page.

Field

Description

Year

The fiscal year of the reporting structure.

State Level Title

The state-level title.

Valid values:

  • Function

  • Program

  • Location

  • Federal

Local Organization Level

The district organization chart/accounting level.

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.

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