Mission 6 - Org Charts, Entity Templates & Reports
Mission 6 - Org Charts, Entity Templates & Reports
Create org charts, entities from templates, and reporting on multiple entities
Written by Laura Grégoire
Updated over a week ago
Create an Entity from a Template and an Org Chart
- Navigate to an entity that you have created;
- Change the status of the entity from Confirmed to Template;
- Move out of the entity and select the entity tab;
- Select the New tab and select the Entity from Template;
- Create your new entity from the entity that you had turned into a template;
- Copy over the Virtual Minute Book but not the Documents option;
- Create 2 more entities using this same method;
- Navigate to the entity in which you changed the status to Template and change it back to Confirmed;
- 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;
- 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;
- Navigate to your original Mission 1 entity;
- Select the Org Chart tab;
- Generate and export the Org Chart.
Video Instructions:
Generating a Multi-Entity Report
- Navigate to the Reports tab in the left-hand column;
- Select the Reports tool, select New in the top left corner, and then select + Report;
- Click on Add Entity Filter to choose the criteria that the list of entities meet;
- Alternatively, select from the saved configurations of reports;
- Click Next and view the entities that meet the selected criteria;
- Click Select All in the top right corner and de-select and entities you do not want in your report;
- Click Next and choose the report template you would like to generate
- Ex. List of Companies; - Click Merge in the bottom right-hand corner;
- View the generated report.
Video Instructions: