Financial statements

Content Management

• Add areas

• Add cell references in dynamic tables

• Add custom calculations in text sections

• Add dimensions

• 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

• Change the dynamic table font size

• Copy a table in the financial statements

• Create custom groups in tables

• Customize financial groups

• Customize the financial statements content

• Customize the financial statements layout

• Customize font sizes and spacing in the financial statements

• Customize rounding in the financial statements

• Delete content in the financial statements

• Display zero balance columns in dynamic tables

• 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

• Embed PDF in financial statements

• Hide dynamic table header rows

• Group columns in dynamic tables

• Set default underline and overline options for dynamic tables

• Set default currency symbol options for dynamic tables

• Specify the currency symbol option for rows

• Set up the Notes library

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

• Customize numbered headings in the financial statements