Edit Section Dialog

This dialog enables you to insert and configure a report section element in your smart table. It is accessed from the smart table by selecting the Insert/Edit section smart tag.

In addition to the on-screen advice, you should note the following:

General

Name: Enter a name for your row(s) of data.

The name will be referred to when totalling items in your report. It is therefore important to replace the default name with a more meaningful one. The field will not accept spaces.

Options Tab

Display: Select an option from the drop-down list.

Always: The current section shall always display in the table even when it has no value to display in any column.
Non-zero: The current section will only display if it has at least one value to display in any of the columns in the table.
Never: The current section shall never appear in the table, whether it has values to display or not.

Show section breakdown: Select the check box if you require the analysis of the section total to be displayed in the table using the breakdown selected for each subsection. Click the ellipsis button to type in a section heading or paragraph and add or configure data via the toolbar options on the Edit Text dialog.

Numbering: Specify a note heading by selecting the required element via the Select Report Element dialog.

Adding and Removing Content: Manage the content of your table using the Add, Edit and Remove buttons.

Content can also be moved via the drag and drop method.

The following right-click options are available for each content item:

• Breakdown: Select to display the depth of breakdown you require. The available options depend on the selected item.
• Condition: Select from the options: Always, Positives Only or Negatives Only as required.
• Display: Select from Always or Non zero as required.

Filtered out credits or debits appear in the Report Pane in grey enabling you to check excluded data, but disappear when the report is previewed.

Highlight an item and click Edit to apply further configuration via the Edit SubSection dialog.

Styles Tab

This tab enables you to apply styles to your section via the drop-down lists.

Subsection styles, applied via the Edit SubSection dialog, take precedence over section styles.

Filters Tab

This tab enables you to select a date filter based on the Entire Period or Reporting Period. Click the ellipsis button to select a reporting period via the Select Reporting Period dialog.