Design a report

In design mode, you can drill down into specific sections of a report to modify it using the Report Structure panel. This allows you to modify the report for reporting requirements.
Additionally, you can insert additional sections to the report, select disclosures / sections that'll be included in the final report, or re-order the disclosures / sections of the report.

Add a report element

  1. Select
    Render a Report
    on the report you want to design.
  2. Open the
    Smart Table Editor
    to design your report.
  3. Select the
    ellipses
    to choose options to design your report.
  4. Select the
    plus sign
    to choose options to design your report.
  5. Review the new element inserted in the report. Depending on the element added, a corresponding entry describing the added element's on the navigation panel. Bold elements indicate that a change has been made on the face of the report within the entity level.

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