Video help

Sorting dataSorting data

 

In this video:

  • Sorting report sections
  • Sorting Directors' report
  • Sorting Balance sheet
  • Sorting notes
  • Sorting table rows
  • Sorting table columns

 

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

 

 


 


Appendix 4 features

Appendix 4D is only available for Listed Interim and the Appendix 4E is only available for Listed Annual.

 

To turn Appendix 4 on or off:

 

Image shows the Appendix 4 screen in the software. The on-screen options have been labelled with numbers which correspond to the numbers in the table below.

 

  Option Function Notes
1

Show all or used

Shows all or only used notes

  • All: shows all notes
  • Used: shows notes which are on and will print
2

New note

Adds a new note

  • A note is created with one text block
  • Insert new content in the note using the right click menu
  • Open the new note and click the Delete note button to delete it
3

Sort notes

Sort the notes

  • Click Sort notes, then drag and drop the notes to move them
4

Export to PDF

Download all notes to PDF file

 
5

Export to Word

Download all notes to Word file

 
6

Settings

General settings for all notes

 
7

Turn note on and off

Turns a note on and off

 
8

Edit note

Opens the note for editing

  • Same functionality as #10
9

Search

Searches all notes

 
10

Edit note

Opens the note for editing

  • Same functionality as #8
11

Settings

General settings for the note

 

 

 


Change orientation of notes

To change the orientation of the notes:

  • Click a note 
  • Click Orientation
  • Select Portrait or Landscape

 

 


Print a horizontal line between notes

To turn the horizontal line between Appendix 4 notes on or off:

  • Click Sections > Appendix 4
  • Click the Settings button
  • Turn On or Off Line between notes

 

 


Space between notes

To edit the number of blank lines between each note:

  • Click Sections > Appendix 4
  • Click the Settings button
  • Select 1, 2 or 3 blank lines for Space between notes

 

 


Blank lines at the end of sections/notes

By default, the software will insert a text block (which appears as a blank line in the report) at the end of sections and/or notes to separate them. If the section and/or note contains large tables or text blocks which span the entire page, the blank line will be pushed onto the next page. This results in the section/note header re-printing with the (continued) wording even though there is no relevant information on the next page.

 

To prevent the header from re-printing:

  • Navigate to the affected note or section
  • In the affected note/section, select Settings
  • Under Print blank lines at end of section/note, select No