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.

 

 

 

 

Directors' report features

If the Directors' report is available for the selected country and basis of preparation, it can be turned on or off:

  • Click Reports options > Sections setup
  • Set Print section to Yes (on) or No (off)

 

 

  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

Header & Footer

Edit the header and footer of the section
5

Export to PDF

Download all notes to PDF file

  
6

Export to Word

Download all notes to Word file

  
7

Settings

General settings for all notes

  
8

Turn note on and off

Turns a note on and off

  
9

Edit note

Opens the note for editing
  • Same functionality as #10
10

Search

Searches all notes

  
11

Status

Applies status to the note

The following statuses can be applied:

  • To do
  • In progess
  • Complete

 

When a report is rolled forward, there is an option to clear or keep note statuses in the rolled forward report.
12

Edit note

Opens the note for editing
  • Same functionality as #8
13

Settings

General settings for the notes

  

 

 

Streamlined Energy and Carbon Reporting (SECR) regulations (United Kingdom - quoted and large unquoted companies, large Limited Liability Partnerships (LLPs))

The required SECR disclosures as per the Companies (Directors’ Report) and Limited Liability Partnerships (Energy and Carbon Report) Regulations 2018 (United Kingdom) are shown below.

 

Quoted companies Large unquoted companies and LLPs

Annual greenhouse gas (GHG) emissions from activities for which the company is responsible

UK energy use (as a minimum gas, electricity and transport)

Underlying global energy use

Associated GHG

Prior year energy use and GHG emissions

Prior year energy use and GHG emissions

At least one intensity ratio

At least one intensity ratio

Energy efficiency action taken

Energy efficiency action taken

Methodology used

Methodology used

 

In most cases SECR disclosures would be made in the Directors’ report. However, if the information is considered to be of strategic importance it may be disclosed in the Strategic report. Where SECR disclosures are made in the Strategic report, the Directors’ report must include a cross reference that explains why this is the case.

 

The following existing sections may be used for SECR disclosures:

 

  • Directors' report > Greenhouse gas emissions (Listed public company - Annual IFRS only)

  • Strategic report > Non-financial and sustainability information statement

 

Alternatively, a spare note(s) or new note(s) within the Directors' report and/or Strategic report may be used to populate the SECR disclosures.

 

 

Sole officer

To reference a sole officer in the Directors' report (Director's report) and the Directors' declaration (Director's declaration):

  • Click Reports options > Signatories
  • Set Sole officer to No, Yes - Male (His), Yes - Female (Her) or Yes - Their (Their)

 

 

Editing page headers and footers

To customise the default prominent display for page headers:

  • Navigate to Sections > Directos' report > All notes
  • Select Header & Footer
  • Select either Header or Footer to edit
  • Enter the desired Header or Footer wording in the text block

 

Page headers and footers must be edited on a section by section basis. For example, editing the page header for the Directors' report will not change the page header wording for the Statement of profit or loss.

 

To reset the header or footer to default:

  • Navigate to Sections > Directos' report > All notes
  • Select Header & Footer
  • Select either Header or Footer to edit
  • Select Reset > Reset content

 

 

Space between notes

To edit the number of blank lines between each note:

  • Click Sections > Directors' report > All notes
  • Click the Settings button
  • Select 1, 2 or 3 blank lines for Space between notes

 

 

Change orientation of notes

To change the orientation of the notes:

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

 

 

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