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Insight Packages · Track 1 · Tutorial 4 of 11

Add report sections

Most packs are built around reports: the profit and loss, the balance sheet, cash flow. Each one becomes a section that reads the report live.

You will needAn Administrator, Report Admin or Dashboard Admin of Your Group. A saved report, such as Management P&L.
By the endA Management P&L section in the package, starting on a new page.

1Add the section

  1. Open Insight Packages → Custom, and click Edit on the package.
  2. Click Manage sections.
  3. Click + (Add a section), and choose Report.
  4. In Entity, keep the group, or choose one entity. Each entity offers the reports its own accounting standards allow.
  5. Under Report, search for and choose Management P&L. Each report is marked with its standard, such as IFRS, or Standard report, or Custom report.
  6. In Section title, type the name the contents should show.
  7. Click Add Section.
The Add a section tiles, From BrizoConsol (Report, Dashboard, Pulse, Predefined, Cell Report, Operational Report) and Content blocks (Text, Chart, Table, Chart + Table, Chart + Text, Table + Text, Page Title, Free Canvas, Insert File); beside it the Add Section dialog with Entity Your Group, the report Management P&L chosen, Section title Management P&L, and Add Section
The Report tile (1), the report (2), the title (3), and Add Section (4).

2Lay the section out

The bar above the section’s page sets how it sits in the package. Each change shows on the page at once.

Section / SubsectionA numbered section, or a heading nested under the section above. The first section can’t be a subsection.
Start from new pageStarts the section on a page of its own.
Show titlePrints the section’s heading on its page.
Page orientationUse package setting, or turn this section Portrait or Landscape.

3Order and save

  1. In the section list, drag a section to move it.
  2. Use Filter sections to find a section in a long package, and Delete to remove one.
  3. Click Save changes.

Check

The Management P&L section shows the same figures as the report for the package’s month, and the contents list it under its title.

4If something goes wrong

What you seeWhat to do
This report appears here once the package is saved.Click Save changes.
A report is missing from the listThe chosen entity’s accounting standards don’t offer it. Choose the entity the report belongs to.

Want more detail? See the documentation

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