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.

1. On the NY Annual Financial Report (ST3) 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 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 ellipsis in the Actions column, then select Edit. Update the information and select Save.

      • To delete a record, select the ellipsis in the Actions column, select Delete, then select Yes.

Field descriptions

The following table describes the fields on the Reporting Structure form of the NY Annual Financial Report (ST3) - Setup - Reporting Structure page.