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)

Image shows the Directors' report 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 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)


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