Management Letter Report Menus

Document Menu

Item	Description
Generate	Generate a report based on the selected filters, view and layout.
Save View	Save the view.
Delete View	Delete a view previously saved.
New Risk	Open the New Risk dialog to document risks identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new risks.
New Control	Open the New control dialog to document controls identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new controls.
New Reportable Item	Open the New reportable item dialog to document reportable items identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new reportable items.
Edit Reportable Item	Edit an existing reportable item. The cursor must be on the reportable item that you want to edit to use this menu item.
Delete Reportable Item	Delete an existing reportable item. The cursor must be on the reportable item that you want to delete to use this menu item.
Lock Author Mode	Locks work programs and checklists in the master template such that no content changes can be made into the content library. Changes are still allowed at the engagement level by the users. This menu item appears only when the firm author is editing the master template.
Configure Document Prerequisites	Display the Configure Document Prerequisites dialog, which enables the firm author to specify prerequisites for work programs and checklists. This menu item appears only when the firm author is editing the master template.
Apply Document Prerequisites	If selected, will implement the work program and checklist prerequisites specified by the firm. This option is selected by default. This menu item is only visible in Author mode.

Options Menu

Item	Description
Content Library Path	Define the path where the content library is located.
Display Completion Details	Display completion details at the top of the document.
Display Custom Introduction and Conclusion	Display custom introduction and conclusion fields, in which the firm author can provide firm-specific information for the document. This menu item is only defined for the firm author, and does not appear in the client file.
Display Document Guidance	Display detailed instructions provided by the author that describe how to complete the management letter report.
Display Interactive Guidance	Display instructions that indicate the next step to take when working with this report. These instructions appear at the top of the report in a status bar located just below the function buttons. This menu item is enabled only if instructions exist for the current status.
Print Firm Name in Footer	Prints firm name in the footer as defined in the firm settings. See Firm Information.
Print Firm Logo in Footer	Prints firm logo in the footer as defined in the firm settings. See Firm Information.
Print Current Date/Time in Footer	Print the current date and time in the footer of each page of the document. The date and time format are as set in your Windows regional settings.
Print Client Path in Footer	Print the client path in the footer of each page of the document.
Highlight External Cells	Highlight all externally linked cells in the document in red. For the firm author, a report is opened in your web browser that displays each externally linked cell that is retained on year-end close, along with the group, form, and ID of the CaseView database entry to which the cell is linked. This enables the firm author to easily track values that are written to the database and retained on year-end close.
Reapply Styles	Change the document fonts to the character set in use on your computer. This makes it possible to type information in both English and one other language that uses non-Western characters.
Expand All	Expand all of the reportable items in the document.

Report Menu

Item	Description
Edit Reportable Item	Edit an existing reportable item. The cursor must be on the reportable item that you want to edit to use this menu item.
Delete Reportable Item	Delete an existing reportable item. The cursor must be on the reportable item that you want to delete to use this menu item.
Management letter report	Display or hide the Management letter report column of the report.
Report for those charged with governance	Display or hide the Report for those charged with governance column of the report.
Internal Audit	Display or hide the Internal Audit column of the report.
Reason	Display or hide the Reason column of the report.
Rating	Display or hide the Rating column of the report.
Grouping	Display or hide the Grouping column of the report.
W/P ref.	Display or hide the W/P ref. column of the report.
Reset Column Width	Reset the column widths of the report to their default settings. Columns can be adjusted by clicking the Show Ruler button, placing the cursor on the table heading, and using the ruler to adjust the width of each column.

Management Letter Report Menus | Caseware Docs