Biannual Form 9 Report - Setup - Exclusions

Use this option to set up exclusion records to exclude levels.

On the IN Biannual Form 9 Report page, select Setup, and then Exclusions.
Select the Fiscal Year.
- 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 Exclusions form of the IN Biannual Form 9 Report - Setup - Exclusions page.

Field	Description
Fiscal Year	The fiscal year of the exclusion data. This field is view-only and cannot be updated after saving the record.
State Level Title	The state-level title. This field is view-only and cannot be updated after saving the record.
Operation	The operator to be used in combination with the Exclusion Code field value. Valid values: Equals Not Equals Is In Is Not In Range If you select Range, the Range Begin and Range End fields display.
Exclusion Code	The code of the exclusion.
Grouping	The logical operator that determines how the system relates this search statement to the next one. Valid values: None And = This search statement is included in a group with the next one. The search applies to all statements, and all conditions must be met. Or = This search statement is included in a group with the next one. Statements are applied individually in the search, and only one of the conditions must be met. This field is view-only and cannot be updated after saving the record.