Video help

Customising text, tables and fieldsCustomising text, tables and fields

In this video:

Insert Word documents
Insert notes
Edit paragraphs
Insert paragraphs
Move paragraphs
Insert fields
Insert custom variables
Insert tables
Insert balance checks
Insert images

Jump to a specific point in the video with the chapters button in the video.

Adding tables to a report

To insert a new table:

Right click an existing paragraph, table, image or page break
Select New > Table below

The following table types can be added:

Bullet point
Current and prior
Current and prior with change %
Manual
Text

All tables that are added must be named. We recommend a descriptive name for the table.

If more complex tables are required tables could be inserted as an image.

Adding a Bullet point table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Clear contents on roll forward - if Yes is selected the table contents will be deleted in the rolled report
Bullet type - select either Alpha, Asterisk, Dot, Numeric or Roman numeral
Number of rows - the number of data rows for the table. Available rows are dependent on the bullet type. 1 to 26 for alpha and dot and 1 to 3 for asterisk, 1 to 50 for numeric and 1 to 10 for Roman numeral

Table header

Bullet point tables do not have a table header and a header cannot be added to them.

Column widths

Column widths can be changed by:

Right click the table
Select Edit column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated. Only columns which will print can have their widths edited.

Roll forward

The table contents will be cleared when a report is rolled forward, if Clear contents on roll forward is set to Yes.

Pasting data

To copy and paste bullet point lists from Microsoft Word, hold down the ALT key while selecting the text to be copied in Microsoft Word. This will select the text only and enable a list to be pasted directly into a bullet point table in the software.

Adding a Current and prior table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Header - select to use either the Income statement or the Statement of financial position header. If no header is required, select No
Header style - select to use either the Main table or Sub table header Styles
Unit header - adds a unit header row in the table header
Column setup - select from Currency, Numeric or Percentage for the column data type. For numeric and percentage data types, select the number of decimal places to show
Introduction - adds a bold text row as the first row and a spare text row as the second row for each group
Note reference column - adds a note reference column
Group 1 number of rows - the number of data rows for the group between 1 and 50
Group 1 subtotal row - if a subtotal is required, setting to Yes will enable group 2
Group 2 number of rows - the number of data rows for the group between 1 and 15
Group 2 subtotal row - if a subtotal is required, setting to Yes will enable group 3
Group 3 number of rows - the number of data rows for the group between 1 and 15
Group 3 subtotal row - if a subtotal is required
Total row - adds a total row as the last row of the table

Table header

The wording and period headers and rounding are controlled by Settings.

Column widths

Column widths can be changed by:

Right click the table
Select Edit column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated. Only columns which will print can have their widths edited.

Total underlines when the table has only one row

When there are two or more rows in the table, a total row can be added. The total will be underlined to denote this, depending on the column type.

If only one row is required and the underlines are also required:

Set the number of rows in Group 1 to 2
Set Total row to Yes
Edit the table to have one row of data. The underlines will then print.

Roll forward

This table will be rolled automatically when a report is rolled forward. The current period will roll to the prior period and the current period will be cleared. There is no way to control this behaviour on a per table basis.

Adding a Current and prior with change % table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Header - select to use either the Income statement or the Statement of financial position header. If no header is required, select No
Header style - select to use either the Main table or Sub table header Styles
Introduction - adds a bold text row as the first row and a spare text row as the second row for each group
Totals - total rows can include the percentage, With percentage or exclude the percentage, Without percentage
Group 1 number of rows - the number of data rows for the group between 1 and 50
Group 1 subtotal row - if a subtotal is required, setting to Yes will enable group 2
Group 2 number of rows - the number of data rows for the group between 1 and 15
Group 2 subtotal row - if a subtotal is required, setting to Yes will enable group 3
Group 3 number of rows - the number of data rows for the group between 1 and 15
Group 3 subtotal row - if a subtotal is required
Total row - adds a total row as the last row of the table

Table header

Some of the table header cells are editable. The period headers and currency header are controlled by Settings.

Column widths

Column widths can be changed by:

Right click the table
Select Edit column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated. Only columns which will print can have their widths edited.

Decimal places

The number of decimal places for the percentage column is controlled by the Current vs prior option in Rounding.

Total underlines when the table has only one row

When there are two or more rows in the table, a total row can be added. The total will be underlined to denote this, depending on the column type.

If only one row is required and the underlines are also required:

Set the number of rows in Group 1 to 2
Set Total row to Yes
Edit the table to have one row of data. The underlines will then print.

Roll forward

Adding a Manual table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Clear contents on roll forward - if Yes is selected the table contents will be deleted in the rolled report
Header - if Yes is selected then a 3 row header is added to the table
Header style - select to use either the Main table or Sub table header Styles
Merge header - if Yes is selected then identical text in adjacent cells in the header will merge.
Introduction - adds a bold text row as the first row and a spare text row as the second row for each group
Group 1 number of rows - the number of data rows for the group between 1 and 50
Group 1 subtotal row - if a subtotal is required, setting to Yes will enable group 2
Group 2 number of rows - the number of data rows for the group between 1 and 15
Group 2 subtotal row - if a subtotal is required, setting to Yes will enable group 3
Group 3 number of rows - the number of data rows for the group between 1 and 15
Group 3 subtotal row - if a subtotal is required
Total row - adds a total row as the last row of the table

The following column data types are available:

Currency - currency data type based on the rounding for the report
Date - date data type
Numeric - numeric data type that can be configured to between 0 and 5 decimals
Percentage - percentage data type that can be configured to between 0 and 5 decimals followed by a % sign
Price - numeric data type that can be configured to between 0 and 5 decimals, preceded by the report currency symbol
Text - free text entry

Manual tables can have between 2 and 15 columns.

A total column can be added as the last column. Turning on a total column will disable column 15 as it is not possible to have a 15 column table, plus a total column. Likewise, turning on column 15 will disable the total column. To turn off a total column, untick all Total tickboxes.

Currency, Numeric, Percentage or Price data types can be added together in the total column. Only the same data type can be added together. Meaning for example, Currency and Numeric columns cannot be added together, but Currency and Currency columns can be added. To select columns to be added together in the total column, click the Total tickbox for the columns to be included.

There is no option to add Percentage or Price columns down the page.

Table header

Some of the table header cells are editable, depending on the column data type. The currency header is controlled by Settings.

Column widths

Column widths can be changed by:

Right click the table
Select Edit column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated. Only columns which will print can have their widths edited.

Rows in the first column not printing

Rows in the first column will only print if there is data on the same row of a type of currency, numeric, percentage or price. This means manual tables cannot have just text columns, or date columns, or a text column and a date column, as the first column would not print. A 'Text' table should be used for those two situations. A warning will be displayed if the table is setup in this way.

Total underlines when the table has only one row

When there are two or more rows in the table, a total row can be added. The total will be underlined to denote this, depending on the column type.

If only one row is required and the underlines are also required:

Set the number of rows in Group 1 to 2
Set Total row to Yes
Edit the table to have one row of data. The underlines will then print.

Roll forward

The table contents will be cleared when a report is rolled forward, if Clear contents on roll forward is set to Yes. Note that a Current and prior table will roll forward.

Adding a Text table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Clear contents on roll forward - if Yes is selected the table contents will be deleted in the rolled report
Header - if Yes is selected then a 3 row header is added to the table
Header style - select to use either the Main table or Sub table header Styles
Number of columns - the number of columns for the table between 1 and 20
Number of rows - the number of data rows for the table between 1 and 50

Column widths

Column widths can be changed by:

Right click the table
Select Edit column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated.

Roll forward

The table contents will be cleared when a report is rolled forward, if Clear contents on roll forward is set to Yes.

Moving tables

To move a table to another place within the same note:

Right click the table
Click Move > Table to a new position
Right click a different paragraph, table, image, balance check
Click Move > Selected table below or Cancel

Copying tables

User added tables can be copied from any note or section, and pasted into any note or section.

To copy a user added table:

Right click the table
Click Copy > Table (only table is copied) or Copy > Table and contents (both table and its contents is copied)
Right click a different paragraph, table, image, balance check
Click Paste table below

Editing table settings

All user added tables can have their settings edited by right clicking the table and then left mouse clicking Edit settings, alternatively click the settings icon to the right of the table.

Deleting a table

All user inserted tables can be deleted by right mouse clicking the table and then left mouse clicking Delete table.

It is also possible to delete the content of multiple cells within a table.

All deletions are permanent.

Adding paragraphs to a report

New paragraphs can be added to a report:

Right mouse click an existing paragraph, table, image or page break
Select New > Paragraph below
The edit paragraph box will be shown.

The following keep with next options are available for all paragraphs:

No: This will insert a paragraph and should be used in most cases
Yes - no space: This will insert a paragraph and the software will keep it and the following paragraph, table or image together, so they will not split across a page. There will be no blank line between the inserted paragraph and the next report item
Yes - space: This will insert a paragraph and the software will keep it and the following paragraph, table or image together, so they will not split across a page. There will be one blank line between the inserted paragraph and the next report item

A setting of 'Yes' would normally only be used to keep a paragraph and following image, table or paragraph from splitting across two pages. Inserting many consecutive paragraphs with a setting of Yes - no space or Yes - space could result in issues with page breaks as it has been instructed to keep the content together when it cannot fit on a page.

The following Style options are available for paragraphs:

Content (Default)
Main header
Main sub header
Sub header

These styles are linked to Styles and work in the same way as styles in Word.

Up to 5 additional paragraphs can be inserted. Additional paragraphs will have a keep with next setting of 'No' and the style set to 'Content'.

To delete a user added paragraph:

Right click the paragraph
Select Delete paragraph
A deleted paragraph cannot be undeleted.

Moving paragraphs

To move a paragraph to another place within the same note:

Right click the paragraph
Click Move > Paragraph to a new position
Right click a different paragraph, table, image, balance check
Click Move > Selected paragraph below or Cancel

Examples - Tables

Example one

The following is an example of a manual table with three groups with subtotals and a grand total.

Image shows a manual table with settings that have been selected to achieve 3 groups with a subtotal and a grand total.

Which will produce the following output.

Image shows a table with 3 groups of 5 rows each. Each group has a subtotal. A grand total of the 3 groups is in the last row of the table.

Example two

The following is an example of a manual table with two groups with subtotals and no grand total.

Image shows a manual table with settings that have been selected to achieve 2 groups with a subtotal and no grand total.

Which will produce the following output.

Image shows a table with 2 groups of 5 rows each. Each group has a subtotal. There is no grand total for the 2 groups.

Example three

The following is an example of a manual table with two groups, one with a subtotal and one without and a grand total.

Image shows the settings of a manual table. Group 1 has a subtotal and Group 2 does not. A grand total has been selected.

Which will produce the following output.

Image shows a table with 2 groups. Group 1 has 10 rows and a subtotal. Group 2 has 5 rows and no subtotal. The grand total for the 2 groups is in the last row of the table.

Example four

The following is an example of a manual table with three groups, with no subtotals and a grand total.

Image shows settings of manual table. Group 1 has 9 rows and no subtotals. A grand total has been selected.

Which will produce the following output, which was achieved by pressing ENTER at the start of the cells containing 'Row 4' and 'Row 7'. This creates three separate groups, with no subtotals and a grand total.

Image shows a table with 9 rows. There is a gap between rows 3 and 4, and rows 6 and 7. There is a grand total for the 9 rows.

Example five

The following is an example of a manual table with two groups, with subtotals and no grand total. It has Introduction set to Yes, which provides 2 rows above each group. In the image below only one of those rows has been used in each group for the text Introduction 1 and Introduction 2.

Image shows a manual table. There is an introduction row above each group.

Example six

The following is an example of a manual table with one group, with a subtotal and no grand total. A bold header has been added by typing the header 'Example header 1', then pressing SHIFT + ENTER and then typing 'Row 1'. 'Example header 1' was then made bold. The same method was used for 'Example header 2'.

Image shows a manual table with the words, 'Example header' included in the cells of Row 1 and Row 4

Example seven

The following is an example stacking 3 manual tables with different data types. The first table containing 'Row 1', 'Row 2', 'Row 3' and 'Total 1' has a header. The second table containing the 'Row 4' numbers has no header. The third table containing 'Row 5', 'Row 6' and 'Total 2' has no header.

Image shows 3 separate manual tables stacked on top of each other. They have been formatted so they to appear as 1 table in the report.

Which will produce the following output.

Image shows the output version of the above table.

Example eight

The following is an example of stacking two manual tables to create the appearance of one table with five groups, each with their own subtotal. The first table containing 'Category 1', 'Category 2', and 'Category 3' has a header. The second table containing the 'Category 4' and 'Category 5' has no header.

Which will produce the following output.

Example nine

The following is an example of a manual table with three groups. Group 1 and Group 2 have subtotals, while Group 3 has no subtotal. There is also no grand total.

Which will produce the following output.

The closing balances for 'Group 3' were calculated using formula fields which summed the 3 rows above it (opening balance, additions and disposals). The row was then formatted using table borders to make it appear as a subtotal.

The balances in the 'Total' group were also calculated using formula fields which sum the opening balances, additions and disposals across all 3 groups. i.e. in the 'Total' group, the opening balance is the sum of the opening balances for Group 1, Group 2 and Group 3. The closing balance row for the 'Total' group was formatted using table borders to make it appear as a subtotal.