EntityKeeper's Org Charts offer a flexible way to visualize your entity and personnel relationships. Configure each Org Chart to show as much or as little detail as needed, selecting from a variety of fields to meet your entity management and stakeholder reporting needs. To configure the displayed information, simply:
- Navigate to the Entities tab, locate the desired entity, and click the Org Chart button.
- Once redirected, click the Settings tab on the far right panel and then click Displayed Information.
- Simply click the checkbox to the left of the desired item to display it on the Org Chart. Available options include:
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- Entity Type
- Ownership Percentages
- Formation State
- EIN (Employer Identification Number)
- Bank Account
- Jurisdictions (State and/or Country)
- Incorporation Date
- Total Cost Basis
- Total Current Value
- Individual Cost Basis
- Individual Current Value
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- It's important to note that you may also select Custom Fields using the dropdown menu at the bottom.
- Click the Save As button once you are finished configuring the displayed information.
- Sit back and admire your enhanced Org Chart, tailored to showcase exactly what you need.