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Financial statements

Content Management

  • Add a financial statement area

  • Add an analysis section in the financial statements

  • Add, change or remove note references

  • Add content areas in the financial statements

  • Add or edit a calculation in table cells in the financial statements

  • Add or remove a link in text sections in the financial statements

  • Add or remove data links in text sections in the financial statements

  • Add or remove placeholders in text sections in the financial statements

  • Edit notes in the financial statements

  • Edit table columns in the financial statements

  • Edit table descriptions in the financial statements

  • Edit table rows in the financial statements

  • Delete content in the financial statements

  • Copy a table in the financial statements

  • Create custom groups in tables

Presentation and Formatting

  • Customize the consolidation options in table columns

  • Add a page break

  • Add a header or a footer

  • Rearrange areas

  • Rename content areas

  • Change the display option for table rows

  • Set up the print options in the financial statements

  • Customize text in the financial statements

  • Customize the title of the notes section in the financial statements

  • Exclude rows from a custom group total

  • Expand or collapse account group rows in a table

  • View hidden rows and columns in a table

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