Reporting entities

The Reporting Entities screen's used to view, create, edit, and delete entities and their financial periods.

note

To display a particular entity in the list, you must be granted access to that entity. Contact your administrator if needed.

Add a reporting entity

You must have an entity for each report you prepare in the system. Entities are based on standard templates provided by Thomson Reuters.

To add a new reporting entity:

Select +Add New Reporting Entity
.

Enter the code and name for the new entity, then select Save
.