Report Structure Tab

The Report Structure tab enables you to work within the report structure as follows:

Each report is made up of elements, each element containing content. A report may any number of elements. Folder elements, containing other elements, enable you to group and organise large amounts of information.

Navigation
You can select items in the tree by clicking, or via the following keys:
  • Move up/down: CURSOR UP/DOWN keys.
  • Jump up/down: PAGE UP/DOWN keys.
  • Move to top/bottom: HOME/END keys.
You can expand/collapse the branches by clicking on the Plus or Minus buttons, or by highlighting the directory and pressing the RIGHT/LEFT CURSOR keys.
Viewing a Report Element
Right-click on an element and select View to display the contents of that element only in the Report view.
If the element is not currently enabled, it appears as grey and therefore cannot be viewed.

Right-click an element folder and select View to display the folder contents.

To display the full report either click the Full Report button on the toolbar or right-click the report name folder at the top of the structure and select View.
Selecting and Moving Elements
Each element can be specified for inclusion in the report as follows:
Selected: Element is included in report output.
Unselected: Element is not included in report output.
Additionally, you can alter the conditions that are applied by right-clicking the element and selecting Display followed by one of the following options:
  • Always: Indicated thus .
  • Never: Indicated thus .
  • Conditional:. Indicated thus .
Drag any element to move to a new location in the report structure. Moving a report element affects the order in which the content appears in the report.
Context Menu
Right-click on any element to display the context menu options.
Properties: View properties via the Element Properties dialog.
View: View selected element in the Report pane.
Display: Select display conditions from Always / Never / Conditional options.
Insert new: Insert a new element via the Select Report Element Template dialog.
Copy: Copy selected element. Report refreshes and newly copied element appears below the copied element.
Delete: Permanently delete selected element.
Save as Report Element Template: Select to create a new report element template.
Revert to Template: Reverts any changes made to the element so that it becomes the same as the template that the current financial period is based on.