Reports

Use Additional Disclosures to add a Custom Table

You can use Additional Disclosures to create a Custom 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. Take the following steps to use Additional Disclosures to create a custom table:
    note
    You can also follow these steps in our video: Create a custom table.
  2. Select the
    Additional Disclosure
     tab, then
    Item 1.
  3. Select the
    Custom Table
     tab, then
    New
    .
  4. Select any part of the
    New Row
     text under
    Description
    , then enter your disclosure text.
  5. Select
    Column
    ,
    New
    , then
    New Value Column
    .
  6. Enter figures into your new column.
    important
    If you add more than one column, make sure the column names and identifiers are different.
  7. Take the following steps to add your table to an existing note:
    note
    You can also follow these steps in our video: Add a custom table to a note.
  8. Open the report in
    Design
     mode.
  9. On the
    Report Structure
     tab, select the note you want to add to.
  10. Right-click the note folder and select
    Insert New
     from the context menu.
  11. Select
    UK_EU Style Elements
    ,
    Tables
    , then
    Balance sheet
    .
  12. Select
    OK
     to insert the element into the report.
  13. In the
    Report Structure
    , right-click
    Balance sheet
    , then select
    View
     from the context menu.
  14. On the report, double-click on the table you have created.
  15. If the comparative column has the wrong date, follow the steps in help topic: Error: 2013 period is wrong in a report in Accounts Production Advanced.
  16. Point your cursor on the table and double-click the dotted-line box that is shown to open the
    Edit Section
     window.
    Example
    Screenshot of the Design Smart Table dialog showing a table from a report. The table has three columns: Note, 2013 £, and 2017 £. The table also has 1 row which, when the cursor points to the table, is surrounded by a dotted line.
  17. Select the
    Financial Period Data
     tab.
  18. Expand
    Additional Disclosures
    ,
    Additional Disclosure 1–10
    , then
    Item 1
     (or the other Item number you are using).
  19. Select
    Company
    , then
    Add
    .
  20. On the report, right-click the
    Company
     and select
    Breakdown
    ,
    Rows
    , then
    OK
    .
  21. Make sure that the
    Show Section Breakdown
     and
    Show Section Total
     checkboxes are both marked.
  22. Select
    OK
     in the
    Edit Section
     window.
    This updates the table on the report. The values for all the columns are grouped into the
    Current period
     column.
  23. Take the following steps to resolve the problem of values for all columns being grouped in one.
    1. Double-click the
      2016
       column heading.
    2. Select the
      Financial Period Data
       tab.
    3. Select the first column and select
      Add
      , then
      OK
      .
    4. If you want to rename the column, follow the steps in the help topic: Change the Column Headings in Accounts Production Advanced.
    5. Repeat the steps above for each column in the custom table and in the prior column remember to change the filter from
      Prior
       to
      Current
      .
    note
    If there are more than two columns, you'll need to create new columns in the Design Smart Table. Point your cursor at the Table and select
    Insert
    , then
    Insert Value Column
    . Next, follow the steps above to apply the column to the Table.
  24. To finish, select
    OK
     in all windows to save the changes and update the accounts.

This article applies to:

  • Product: Digita Accounts Production Advanced