Setting up reporting entities

unavailable in ajeraCore unless you have the Departments add-on

Note: You can set up reporting entities only if you selected to use departments when setting up general company preferences.

To set up reporting entities

 

Do this

Here

To accomplish this

1.

Review departments

> Setup > Company > Financials > Departments

Ensure that your department names are detailed enough so you can easily identify them when setting up reporting entities.

2.

Create organizational levels

Use only if you have a complex corporate structure.

> Setup > Company > Financials > Organizational Levels

Define the different levels in your corporate structure.

3.

Create reporting entities

> Setup > Company > Financials > Reporting Entity

Create groups of related departments.

If using organizational levels, create reporting entities for the lowest level first and work upward, level by level.