Report View
This view enables you to work with the currently open report. It is accessed by selecting the Reports tab and opening a report for previewing or editing.
In addition to the on-screen advice, you should note the following:
- Toolbar
- Export: Click the
Excel,
PDF,
Word or
XML buttons to export the currently highlighted report.
- File report at Companies House: Click the
File at Companies House button to file your accounts at Companies House.
- Save report to Document Management: Click
to save your report to your chosen Document Management system (DMS).
-
Print: Click to print the currently highlighted report.
- Full Report: Select to refresh and view the whole report.
- Report Options menu: Click an option to edit the following:
- Style Set - via the Edit Style Set dialog.
- Column Widths - via the Edit Column Widths dialog.
- Watermark - via the Edit Watermark dialog.
- Report Currency - via the Report Currency dialog.
These options can be edited in Preview mode.
-
Preview: Select to preview currently open report.
-
Design: Select to edit currently open report.
-
Edit XBRL: Select to edit XBRL tags in currently open report.
- Zoom: Specify a level of magnification for the report. Click
to zoom to page width size; click
to zoom to whole page size.
- Tabs
- Report Map: Use this tab to navigate quickly around the report.
- Report Structure: Use this tab to view element properties and access the context menu by right-clicking on an element.
- Report Pane
- This pane enables you to view the report in Preview mode, add/edit report elements directly on the page, and view changes in real time in Design mode.