Adding new Department or Fund Statements to your Report

As your organization grows, you may have to add new departments or funds. This guide will show you how to add a new department to your report. To start:

1. Click on the three dots beside a department folder. 

2. Click "Copy".

3. Click on the department folder above where you want your new department to be placed inside the report. 

4. Click "Paste As Sibling".

5. You will have to change the names of the folder and documents inside that folder by clicking on "Properties" and renaming the documents. 

6. Once complete, you will to have to update the automated tables to reflect the new department’s information. To do, select the MDFM import, and click on the three links in the tables’ tab. 

7. Click “Edit MDFM Import”.

8. Click “Next” twice.

9. Select the field chooser in the top left-hand corner of the pivot table. 

10. Click on the upside-down triangle of your departments field. 

11. Select the new department and click “OK”. 

12. Click “Next”

13. Click here.

14. Click “Finish”. You will have to repeat this process for every automated table in your new department.