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 have already completed the setup for any of these reports, you do not need to do it again for the year you are processing.
Set up the Reporting Structure
On the IL Annual Statement of Affairs Report page, select Setup, and then Reporting Structure.
Filter records using the filter criteria. To enter filter criteria:
Select an option in the first field.
Select or enter a value.
Select Add if the button is enabled. Refer to Search 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:
|
Local Organization Level | The district organization chart/accounting level. 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. |