Reports

Add a Standard Table using the Additional Disclosures

You can use Additional Disclosures to create a Standard Table, which you can then add to a note in your report. The Standard Table available in Additional disclosures is used when you need to show the current period and up to 4 prior period values.
  1. Use Additional Disclosures to create a new Standard Table
  2. Select the
    Additional Disclosure
     tab
  3. Select
    Item1
    .
  4. Select the
    Standard Table
     tab.
  5. Select
    New
    .
    A new row is added to the table.
  6. In the new row, select
    NewRow
     under
    Description
    and enter your description.
  7. Enter the balances for the required periods.
  8. Select
    OK
    .
  9. Add the Standard Table Additional Disclosure to an existing note in the report
  10. Open the report in
    Design
     mode.
  11. In the
    Report Structure
     select the Note that you want to add to.
  12. Right-click on this note, then select
    Insert New
    from the context menu.
  13. In the Select a template pane, go to
    Templates
    ,
    UK_EU Style Elements
    , then
    Tables
    .
  14. Select
    Balance sheet
    , then
    OK
    .
    Example
    Screenshot of the Select Report Element Template dialog. There are two panes: Select a template and Preview. The Select a template pane shows a tree diagram of folders. The Templates, UK_EU Style Elements, and Tables folders are expanded to show the location of the Balance sheet item.
  15. Find your newly created
    Balance sheet
     element in the Report Structure, right-click it and select
    View
     from the context menu.
    This shows the table for the Balance sheet element in the report.
  16. Double-click on the table in the report to open the
    Design Smart Table
     window.
    tip
    If the comparative column heading has the wrong date, you can follow the steps in our help topic: Error: 2013 period is wrong in a report in Accounts Production Advanced.
  17. Point your cursor over the table, then double-click on the blue dotted line that appears around the row. 
  18. In the
    Edit Section
     window, select the
    Financial Period Data
     tab.
  19. Select the
    Additional Disclosures
    ,
    Additional Disclosures 1 - 10
    ,
    Item 1
    , then
    Standard Table
     folders.
  20. Within the
    Standard Table
     folder, select
    Company
    , then
    Add
    .
    Example
    Screenshot of the Edit Section dialog. The Options tab is active. Within this tab, the Financial Period Data sub tab is also active. This sub tab shows a tree diagram of folders. The Additional Disclosures, Additional Disclosures 1-10, Item 1, and Standard Table folders are expanded to show the Company folder. The Add button is highlighted..
  21. In the Section contents pane, right-click on the
    Company
     that you've added, and select
    Breakdown
    ,
    Rows
    , then
    OK
     from the context menu.
  22. Mark the
    Show section breakdown
     and
    Show section total
     checkboxes.
  23. Select
    OK
     on all windows save your changes update the accounts.

This article applies to:

  • Product: Digita Accounts Production
  • Subject: Documents