Add and Manage Sections in the Report in Disclosure Studio

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1. Add and Rename a Report Section
   • Add a Section to the Report
   • Rename the Section
2. Manage Report Sections
   • Copy and Paste a Section
   • Add Workflows and Manage Page Numbering
   • Add and Manage a Section in the Table of Contents (TOC)
   • Delete a Section
3. Frequently Asked Questions

Add and Rename a Report Section Walkthrough

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Step-by-Step Instructions

Add a Section to the report

1. Within a report, select the section you want to be before your new section in the left sidebar.
2. Click the Plus icon that appears.
3. Select the type of report section page you want to insert. This will take you directly to the new section in the Report Builder.

Rename the Section

1. We recommend renaming the section after creating. To do so, double click the Section in the left sidebar.
2. Edit the name and select the Check to finalize it.

Note: This is for internal purposes. If you add this section to a Table of Contents, you will add a naming convention for the table of contents itself.

Want to learn more about the Report Section page types?

Use this article to understand each page type’s structure.

Manage Sections 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

Copy and Paste a Section

1. You can copy a section as needed. After selecting the Options icon, click Copy.
2. Select the Section before where you want to paste your copied section and click the Options icon.
3. Click Paste After to paste it.

Add Workflows and Manage Page Numbering

1. From the Options menu you can also manage the workflows and page numbering. Click Properties to begin.
2. On the Workflow tab, select a Workflow template to add a workflow to the page. If you are ready, select Save.
3. On the Style tab, you can restart page numbering from this page and edit the Page Numbering Style. To begin, toggle on the Restart Page Numbering.
4. Then select the Page Numbering Style to use. This is required.
5. Click Save when ready to finalize the changes.

Add and Manage Section in Table of Contents (TOC)

1. If not included already or if you need to manage the section in the Table of Contents, select the Options icon and click Include in TOC.
2. If needed, enable Show in Table of Contents by clicking the toggle.
3. Under TOC type, select which Table of Contents (TOC) you want to include it in. 
   • Note: You can select multiple TOC types to include it in multiple TOCs.
4. Next, select the Level of the table of contents to set the page in. 
5. In TOC text, enter in how you want this Section to be named within the Table of Contents. It does not have to match what is in your left sidebar.
6. Click Save when ready to finalize the changes.

Delete a Section

1. To delete a section, select the Options icon and select Delete.
2. To finalize the change, select Yes, Delete [Name of Section].

Frequently Asked Questions (FAQs)

Q: Why is the section I created not in the table of contents?

A: You do need to add the section to the table of contents by clicking the Options icon (three dots) and selecting include in TOC.