Report Section Page Types and Structure in Disclosure Studio

General Information about Report Sections

• A report’s section can have multiple pages within a report, but the page type will remain the same for the section. If you need a different page type, create a new section in the report. 
• Report sections will always have locked content blocks that contribute to the templated layout. If you are utilizing a Note or Content page, you are able to add additional content blocks. 
  • Tip: Use Report Variables in locked content blocks to only need to change one variable to affect multiple pages for items like Entity, Fiscal information, etc. 
• Section layouts are determined by the selection of a Theme for your report. You can change the layout of the section at any time, but switching the layout after creation may cause some fields to be reset. 
  • Tip: For landscape orientation, select a layout with “landscape” in the name. Only Content, PDF and Note page types can be changed to a landscape orientation.

Select a page type to navigate directly to it:

• Cover Page
• Divider Page
• Content Page
• Note
• General Page
• PDF Page
• TOC (Table of Contents)

Cover Page

Use the Cover Page to open the report and the layout for “Cover Back” to end it. 

The Cover Page will have the following locked content blocks:

• Footer
• Entity
• Logo
• Fiscal Year
• Fiscal-Month-Day
• Background

Divider Page

Use a Divider Page to organize complex information, improve scan ability, and cleanly separate distinct financial sections. 

The Divider Page will have the following locked content blocks:

• Entity
• Full-fiscal-period
• Title
• Background

Content Page

Use a Content page when you need to add narrative, images, tables or any additional information within the report. 

The Content Page will have the following locked content blocks:

• Entity
• Full-fiscal-period
• Section

It will also have a Header and Text content block and additional content blocks can be added, edited and moved within the page. 

Note 

Use a Note when you need to explain the numbers, policies, and assumptions behind the government's formal financial tables. 

The Note will have the following locked content blocks:

• Entity
• Full-fiscal-period
• Section

It will also have a Title content block and additional content blocks can be added, edited and moved within the page. 

Note: The Title content block can be edited and copied, but it cannot be moved or deleted. 

General Page

Use a General page when you need to insert a blank page to keep major sections of the report starting on the correct right-hand page.

The General Page will have the following locked content blocks if the logo layout is selected:

• Entity
• Full-fiscal-period
• Logo

The page will have text that states “This page is intentionally left blank”.

PDF Page

Use a PDF page when you need to add content from an external PDF into the report. 

The PDF Page will have the following locked content blocks:

• Entity
• Full-fiscal-period
• Logo

Upload a 10mb or less PDF file in the PDF section to insert its content into the layout. Once uploaded, you can redownload it, delete it or update the file. 

Note: If the PDF is multiple pages, it will create multiple pages within the section. 

TOC (Table of Contents)

Create a Table of Contents page to guide readers through entire document, notes or the statistical section by mapping out sections, page numbers, and specific financial schedules 

The Table of Contents (TOC) will have the following locked content blocks:

• Full-fiscal-period
• Entity

Under the Type field, you will select the type of Table of Contents template (Main, Statistical, Notes). Optionally, you can add a title to the Table of Contents.