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! 🚀