Set up a company profile

This article provides a guide for the company profile. It explains how to do the following tasks:

Configure general settings

Go to Settings > Company profile > General to define the attributes for your organization.
In the Company name field, enter the legal entity name that will be used for reporting purposes.
Define the location of your company by setting the following fields:
- Address line 1
- Address line 2
- City
- State/Province
- ZIP/Postal code
- Country
In the Annual reporting period section, define the period that will be used to filter reports and charts for internal reporting or external, public disclosure:
1. In the Start month field, select the month when the reporting period begins. For example, if you report on a fiscal year basis, select the first month of your fiscal year.
2. In the Start day, enter the first day of the reporting period. Typically, this field is set to 1.
For example, if your reporting period begins on January 1, set the Start month field to January and the Start day field to 1.

The system automatically calculates values for the End month and End day fields. For example, if your reporting period begins on January 1, the End month field will be set to December, and the End day field will be set to 31, to indicate that the period ends on December 31 of the same year. If your reporting period begins on July 1, the End month field will be set to June, and the End day field will be set to 30, to indicate that the period ends on June 30 of the next year.
Select Save to save your changes.

Go to Settings > Company profile > Structure to define the organizational structure that will be used for data import and reporting.
Select Add to add an organizational unit.
In the Name field, enter the name of the organizational unit.
In the Description field, enter a description.
In the Organizational unit type field, select the type of organizational unit that you're adding. The organizational unit type lets you classify the organizational unit. The following options are available:
- Unit
- Cost center
- Division
- Department
- Team
- Group
No hierarchy is predefined based on the organizational unit type. Instead, the hierarchy is defined based on the place where you add the organizational unit in your hierarchy.
Enter address information for the organizational unit by setting the following fields:
- Street 1
- Street 2
- City
- County
- State/Province
- ZIP/Postal code
- Country
In the Latitude and Longitude fields, enter the latitude and longitude of the organizational unit. This information can be included on reports to make submission for public disclosures easier.
Select Save to save your changes.

Go to Settings > Company profile > Facilities to define facilities for your organization. Facilities are used to identify potential connectors and for reporting and analysis.
Select Add facility to add a facility to your organization.
In the Name field, enter the name of the facility.
Enter address information for the facility by setting the following fields:
- Street 1
- Street 2
- City
- County
- State/Province
- ZIP/Postal code
- Country
In the Latitude and Longitude fields, enter the latitude and longitude of the facility. This information can be included on reports to make submission for public disclosures easier.
Select Save or Save & Close to save the new facility.
Select Save to save your changes.

To edit the properties of a facility, select the Edit button (pencil symbol) next to the facility's name and address.

To delete a facility, select the Delete button (trash can symbol) next to the facility's name and address.

Go to Settings > Company profile > Industries to add the industries that best represent your line of business.
Select Add.
Select the primary industry.
Select the subindustry.
Select Add.
Select Save to save your changes.

To delete an industry, select the Delete button (trash can symbol) on the industry tile.