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 selectSave.