Assign Report Groups Example

Suppose you have four different General Ledger expense accounts for a particular report—rather than seeing individual balances for the four accounts, you want to see one total on the report called Personnel Costs.

After selecting General Ledger as the Segment for the groups, you designate a Group Set Name called "Summary Grant." You then enter a Group Code ("500" for example), and provide the Group Title "Personnel Costs." Using the Mover button, you move the ten General Ledger accounts to include in this group.

You can also choose to create other General Ledger account groupings using a different Group Code, within the same Group Set Name.

Suppose you want to assign General Ledger segment codes to 990 Line Numbers for the Form 990 Part VIII Worksheet report—rather than assigning them by each individual General Ledger segment code.

1. Select Form 990 as your IRS Tax Form Preference with Administrative user rights, ues Organization>Organization Information.
2. Open Reports>Assign Report Groups. And begin creating your report groups.
   1. After selecting GL as the Segment for the group and designating the default <990 Part VIII> as the Group Set Name. You then select from the list of available Group Codes ("1a Pt VIII" for example), the system displays the Group Title "Federated campaigns," and you can edit the Short Title. Using the Mover button, you move the General Ledger accounts that are to be included in this group.
   2. Continue assigning the other General Ledger account groupings using a different Group Code, within the same Group Set Name.
3. Once complete, you can verify your Form 990 Line Number assignments using the Chart of Accounts List report (Reports>Lists>Chart of Accounts).

Suppose you want to assign Program segment codes to 990 Line Numbers for the Form 990 Part IX Worksheet report—specifically to identify Program Service transactions such as Pt IX: Col B.

1. As the Administrator, select Form 990 as your IRS Tax Form Preference using Organization>Organization Information.
2. Open Reports>Assign Report Groups. And begin creating your report groups.
   1. After selecting PGM as the Segment for the groups and designating the default <990 Part IX> as the Group Set Name. You then select from the list of available Group Codes ("Pt IX: Col B" for example), the system displays the Group Title "Program Services," and you can edit the Short Title. Using the Mover button, you move the General Ledger accounts that are to be included in this group.
   2. Continue assigning the other Program account groupings using a different Group Code, within the same Group Set Name.
3. Be sure to select the Option "Include GL Details" for the Reports>990 Worksheets>Part IX report.

Suppose you want to assign General Ledger segment codes to 990 Line Numbers for the Form 990 Part X Worksheet report—rather than assigning them by each individual General Ledger segment code.

1. As the Administrator, select Form 990 as your IRS Tax Form Preference using Organization>Organization Information.
2. Open Reports>Assign Report Groups. And begin creating your report groups.
   1. After selecting GL as the Segment for the group and designating the default <990 Part X> as the Group Set Name. You then select from the list of available Group Codes ("1Pt X" for example), the system displays the Group Title "Cash - non-interest bearing," and you can edit the Short Title. Using the Mover button, you move the General Ledger accounts that are to be included in this group.
   2. Continue assigning the other General Ledger account groupings using a different Group Code, within the same Group Set Name.
3. Once complete, you can verify your Form 990 Line Number assignments using the Chart of Accounts List report (Reports>Lists>Chart of Accounts).
4. Be sure to select the Option "Include GL Details" for the Reports>990 Worksheets>Part X report.