Tables in reports

There are 2 types of tables in the system:
  • Manual table
    - You must enter data cell by cell; rows and columns can't be automatically populated. Manual tables typically are used when the table and its data aren't in a standard format.
  • Smart table
    - Sections of data automatically populates rows and columns. Each Smart Table has predefined columns, rows, and sections that are based on settings you select.

Add a Manual Table

  1. Open a financial period, and select
    Render a Report
    .
  2. Hover over a report element to display the menu.
  3. Select the
    plus sign
    and then
    Add Report Element
    .
  4. Drill down
    All Report Element
    and navigate to your country.
  5. Select
    Tables
    ,
    Manual Table
    , and then
    Add
    to add the table to your report. To edit the table, select the table to open the
    Manual Table Editor
    screen.

Add elements to a Smart Table

  1. Open a financial period and select
    Render a Report
    .
  2. Select on the table to open the
    Smart Table Editor
    .
    1. The
      General
      tab allows you to perform common actions in your table like add columns, insert rows, and style and format your table.
    2. The
      Smart Content
      tab allows you to edit and add data to your table that's included in the template that you purchased or created.

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