Add and Manage Automated MDFM Tables in a Report

Note: As part of the onboarding process, once your MDFM tables are configured, they will be imported into their matching ACFR report sections automatically. You should not need to add these tables to your report, but you will still need to configure the tables in the MDFM and review or adjust placement as needed. Adding a table is really only necessary if you create a new table outside of onboarding. 

Select a section of the article below to navigate directly to it.

1. Add a Statement from MDFM
   1. Choose Data Source
   2. Configure the Table
   3. Customize The Table
2. Manage an MDFM Statement in a Report
3. Frequently Asked Questions (FAQs)

Add a Statement from MDFM to the Report Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

1. Click the blue Plus where you want the table to be inserted and select Table.
2. Select MDFM as the table data source.

Step 1 - Choose Data Source

1. On Step 1, under Report Structure, select the Statement Type to use.
2. The Label will reference the type of report you are building. No changes needed. 
3. Under Table, select the specific Statement to show.
4. Select Add Pivot when you want to add another statement directly below the other in the report.
   • Repeat the steps above to select the next statement.
5. Click Next when ready.

Step 2 - Configure the Table

1. On Step 2, configure the table by using the Plus (+) and (-) icons to expand and collapse nested sections as needed. These will be located next to any column and row names 
2. Click Choose fields to edit the Pivot view.
   1. Under the Periods field, select how many years of data to show. Select OK to commit the change.
   2. Select the rows to show in the table under Row Fields. Select OK to commit the changes.
   3. Select the columns to show in the table under Column Fields or manage all Row and Column Fields in the table within the All Fields section. Select OK to commit the changes
   4. When the table is ready, select Next

Step 3 - Customize

1. On Step 3, click Customize to open table settings.
   • Note: Some of these settings are also available within the block.
2. Select a Template to use for the table.
3. Click the Plus to add Header, Footer and Top Left Information as needed. 
4. Within a header, Toggle on Repeated for following pages to ensure the header shows if the table is split between two pages. Toggle on Show (continued) for when a table is split between two pages to help readers understand that it continues on the next page.
5. Set the empty table message as needed to help readers understand that the table is intentionally empty.
6. Review the table Format settings and toggle on or off any as necessary.
7. Click Close when ready to commit the changes.
8. Click Finish to add the table to the page.

Tip: Don't forget to select Refresh to see the table within the page.

Manage an MDFM Statement in a Report Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Key Actions to Know

After creating a new MDFM block or clicking into the block, you can manage how the table is displayed on the page.

• For page alignment, the default is center-aligned but can be changed to left or right-aligned by selecting the options.
• For text wrapping, select either the wrap text around table or break text around table options as needed.
• While defaulted to Medium, you can change the size of the table on the page to Large, Small or Very Small.
• Defaulted to Standard, the size of the Text within the table can be changed to Larger, Smaller or Very Small.
• The line spacing is defaulted to Standard but can be changed to Smaller or Very Small.
• If you need to make changes to or add a header and footer to the table, you can select the Header Information icon.
  • Within the pop-up modal, you can add or change the header and footer information. Click Save to confirm the changes. 
• If you need to select or change the template of the statement, select Choose Template.
• If you need to make changes to the MDFM table itself, select Edit MDFM Table. Follow the Steps as needed. 

Don't forget to click Refresh to see how these adjustments affect the page.

Frequently Asked Questions (FAQs)

Q: Can I split a wide Statement of Activities table to another page?

A: Yes! You can split a wide Statement of Activities table across left and right sections of a page, with the second section continuing after the Program Revenues and General Revenues columns. This keeps the statement’s column structure intact while allowing complex ACFR tables to fit cleanly within the report layout while retaining accurate alignment and legibility. 

1. Import MDFM Financial Model 
2. Insert the specific Statement of Activities Tables & Pivots 
3. Click on Customize -> Select Template
4. Click on the Dropdown on the Column from which the Split is Required.
5. Click Finish -> Refresh