Add content areas in the financial statements

Areas help organize your financial statement content by grouping similar or related information.

To add an area to the financial statement:

  1. Go to the Document Map, then select Add ().

  2. Choose New Area.

    The new area is appended to the document map and displays on the page with a default title New Area. You can select the default title to change it. Note that the area name in the Table of Contents will not automatically be updated. To learn more, see Rename content areas in financial statements.

    Note: If there are no notes in the financial statement, the option Note Area is also available. Choose Note Area to include a notes section in the document and start adding notes.

  3. Start adding content to the new area by selecting it to display the Add icon ().

To add content to the new area, select Add (), then choose one of the following content types:

  • Text Section

  • Dynamic Table

  • Analysis

  • Page Break

You can add more than one content type in an area. You can also drag and drop the new area to change its location in the document, see Rearrange areas in the financial statements.

Add Notes and Area titles and headings as reference links to financial statements

You can add reference links to Notes and Area titles or headings to different areas within your financial statement. Reference links can be added to both text areas and dynamic tables.

To add a reference link to a text area:

  1. Go to your financial statement in the Documents page.

  2. Click any text area where you wish to add a reference link.

  3. Click the icon [] to Insert Note Reference. The Insert Note Reference dialog box opens.

  4. Select the Note or Area title or heading that you wish to insert into your text area.

Add Note reference

The user interface for inserting a note reference in a financial document.

 

The dialog box for selecting Notes and Area headings to link as reference within a document.

To add reference links to a dynamic table:

  1. Go to your financial statement in the Documents page.

  2. Click any dynamic table where you wish to add a reference link.

  3. Click the More Actions icon [] and click Edit dynamic table.

  4. Under the Note column, click the hashtag symbol in the row that you wish to add a reference to a Note or Areatitle or heading. The Insert Note Reference dialog box will open.

  5. Select the Note or Area title or heading link to insert into your dynamic table.

  6. If the Note column is not visible in your Dynamic table settings, you can add it by clicking the Add icon [] at the top of the table in the location where you wish to add the column.

To add reference link to dynamic table

The user interface for adding a reference link to a dynamic table

This feature includes:

  • The addition of Area headings that can be added as references within your user’s document.

  • An added search field within the dialog box for selecting a reference.

  • Expandable and collapsible dropdown lists that can include all subnotes or headings.