Mission 6 - Org Charts, Entity Templates & Reports

Create an Entity from a Template and an Org Chart

1. Navigate to an entity that you have created;

2. Change the status of the entity from Confirmed to Template;

3. Move out of the entity and select the entity tab;

4. Select the New tab and select the Entity from Template;

5. Create your new entity from the entity that you had turned into a template;

6. Copy over the Virtual Minute Book but not the Documents option;

7. Create 2 more entities using this same method;

8. Navigate to the entity in which you changed the status to Template and change it back to Confirmed;

9. Go to each new entity created and update the director/officer information to today’s date and delete any registrations that came over from the original entity;

10. Complete the shareholder information in each of the 3 new entities created by issuing 100 shares to the entity you first created in Mission 1;

11. Navigate to your original Mission 1 entity;

12. Select the Org Chart tab;

13. Generate and export the Org Chart.

Video Instructions:

Generating a Multi-Entity Report

1. Navigate to the Reports tab in the left-hand column;

2. Select the Reports tool, select New in the top left corner, and then select + Report;

3. Click on Add Entity Filter to choose the criteria that the list of entities meet;

4. Alternatively, select from the saved configurations of reports;

5. Click Next and view the entities that meet the selected criteria;

6. Click Select All in the top right corner and de-select and entities you do not want in your report;

7. Click Next and choose the report template you would like to generate
   - Ex. List of Companies;

8. Click Merge in the bottom right-hand corner;

9. View the generated report.

Video Instructions:

MISSION 6 ACCOMPLISHED! 🚀