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' remuneration report features

  • The Directors' remuneration report is only available for Ireland (not a requirement) and the United Kingdom (a requirement)
  • If a customised format is required, the section can be turned off and a custom section imported in Sections setup

 

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.. The Directors' remuneration note is greyed out, indicating it is switched 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

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

 

 

 


Space between notes

The number of blank lines between each note can be edited by:

  • Click Sections > Directors' remuneration
  • 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