Management Reporting Ribbon

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Option Description
Opens the Style and Formatting dialog to modify a style in a financial statement area.
Save a customized theme
Opens the Underline dialog.
Opens the Heading Border dialog.
Decreases the indentation by the amount specified in the style for this description.
Increases the indentation by the amount specified in the style for this description.

Add or remove a subtotal from a table. A submenu appears that contains the following options:

  • Add Subtotal: Select one or more contiguous lines in the table to make up the subtotal.
  • Delete Subtotal: Select one or more subtotals in a table to delete.
Open Table Column Properties dialog.
Opens the Attributes dialog.
Makes the row an input row so that end users can manually type data into the row.
Opens the Column Calculation dialog.

Opens the Print Options dialog.

Saves the Management Report in PDF format.

Specify the page setup from the following options:

  • Portrait (A4, A3, Legal, Letter)
  • Landscape (A4, A3, Legal, Letter)
Displays cell numbers in tooltips.
Clears changed flags. For example, if a cell value has changed in the financial statements, such as an adjusting journal entry in Working Papers, the affected cell or cells are marked with a changed flag, which is a red jagged underline. You can turn off these changed flags
Displays specified guidance for one or more financial statement areas.
Toggle to show or hide the annotation column.
Toggle to Show or hide rows or columns that are to be skipped.
Toggle to Show or hide note headings that are to be skipped.
Toggle to show or hide the map number/line source column at the left of the statements.
Displays a ruler at the top of the window that spans the width of the financial statements. This can be useful when resizing columns.
Toggle to show or hide headers or footers.
Toggle to expand or collapse sections.

Opens the Manual sort dialog to sort sections.
Opens the Manual sort dialog to sort notes.

Insert

Option Description
Opens the Select from the Following dialog where you can select an applicable note content to add to the report.
Opens the Select from the Following dialog where you can select an applicable section/statement content to add to the report.
Creates a DIY note on the fly.
Insert rows into any table using the Insert Rows dialog.
Insert header rows into Do-It-Yourself tables.

Insert columns into Do-It-Yourself tables. The maximum number of columns that can be added is 92.

For more information, see Working with DIY Tables - Inserting a row, header or column.

Add or remove a subtotal from a table. A submenu appears that contains the following options:

  • Add Subtotal: Select one or more contiguous lines in the table to make up the subtotal.
  • Delete Subtotal: Select one or more subtotals in a table to delete.
Insert a paragraph before the table.
Insert a paragraph after the table.
Insert a paragraph after the table.

Format

Option Description
Decreases the indentation by the amount specified in the style for this description.
Increases the indentation by the amount specified in the style for this description.
Opens the Modify Note Number Appearance dialog.
Specify the size of a table. Sizes available are default, small, or smaller. Each font size is 10% smaller than the previous size.
Specify the vertical alignment for the current row.

Specify the vertical alignment for the current column.

Opens the Style and Formatting dialog to modify a style in a financial statement area.
Specify or reload the themes to use while viewing a financial statement area.
Purge any unused styles.
Save a customized theme
Select the cell group that you want to modify. For more information, see Setting up cell groups and display options
The Display Options dialog appears. For more information, see Setting cell display options.
Opens the Underline dialog.
Opens the Heading Border dialog.
Refresh the table headings when a table spans more than one page.
Refresh the underlining used in tables defined in the Format | Underline dialog.
Reload the cell groups used in the library and update any changed cell group attributes. For more information on cell groups, see Groups.
Recover and view hidden paragraphs.
Resets the note indentation according to the note indentation strategy defined in Note Tools | Smart alignment | Note indentation dialog.
Refresh the text that is displayed when a note heading spans more than one page.
Resets the cells that can be linked using the custom linkage capability.

Table Tools

Option Description
Opens the Attributes dialog.
Makes the row an input row so that end users can manually type data into the row.

Specify how the row is to be printed based on the following options:

  • Always printed
  • Never printed
  • Printed if a balance exists
Specify the size of a table. Sizes available are default, small, or smaller. Each font size is 10% smaller than the previous size.
Apply a filter to the table to display balances for selected map that have accounts assigned to a group. For more information, see Applying Filters to Tables.
Insert a row into any table or insert a header, row, column, new DIY table into any DIY table.
Delete a row in any table or delete a header, row, column, existing DIY table in any DIY table.

A submenu appears that contains the following options:

  • Table: Opens the Table Properties dialog.
  • Column: Opens the Column Calculation dialog.
  • Show/hide Columns: Opens the Show/Hide Columns dialog.
  • Table grouping: Specify the mapping or grouping to use in a table or in a row of a table as necessary. This overrides the global mapping or grouping setting.
Sort rows.

Select one of the following table heading options:

  • Insert: Insert additional rows into the table heading.
  • Delete: Delete rows from the table heading. You can delete any heading rows that you have created yourself, but you cannot delete the table heading row that is created when the Do-It-Yourself table is created.
  • Merge Cells: Merge all selected heading cells into one heading cell.
  • Unmerge: Unmerge the selected merged heading cell. All paragraphs in the merged header column are moved to the left header column, and a blank paragraph is created for the right header column.
Specify the size of a table. Sizes available are default, small, or smaller. Each font size is 10% smaller than the previous size.

A submenu appears that contains the following options:

  • Add: Add a subtotal in the specified table.
  • Delete: Delete a subtotal from the specified table.
  • Subtract: Perform a subtract operation. By default, all subtotals add the values in a column. There are instances where you need to subtract a subtotal from another subtotal, for example to calculate gross profit.

For more information, see Working with Subtotals.

Select from the following options:

  • Link From Note: Create a link from a note. A list of available note linkages will appear.
Unlinks a linked balanced in a table.
Defines the column layout before you link the totals from a note.