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Display the Committee's report and add Committee members

Updated over a month ago

To run the Committee's financial report and add Committee members, follow the below steps:

  1. Edit your entity and ensure Company is selected as the Type, and Association is chosen as the Sub Type.

  2. Then go to View, Director Details to add the Committee members.

  3. Go to Reports, then Preferred Reports.

  4. Find Company - Association (Non-reporting) from the list, left click to highlight it, and then click Copy.

  5. Click Ok to apply it to the selected entity.

You can now run the Complete Report or the Committee's Report to see the report and members.
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