Navigate the Report Builder in Disclosure Studio

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

1. Report Dashboard
2. Report Builder
   • Key Terms
   • Icon Glossary
   • Key Tasks

Navigate the Report Dashboard

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 Areas of the Report Dashboard

• The default view will be a Grid View of the images of the Report Cover Pages. You can switch to a List View if you prefer by toggling the List icon.
• Use Filter By to select a specific type of report you are looking for.
• Select the Active filter if you are looking to find archived reports. Active is default. 
• Sort by will allow you to sort the reports shown by either Last Updated, Creation Date or Report Name.

Key Terms of the Report Builder

Report

• Workflow: Serve as a project management tool. Build workflows and apply them to sections on the report to help you keep track of the report building process. 
• Theme: Typically selected during the implementation process, the theme provides the visual elements of the report to enhance the reader’s experience.
• Layout: Each report’s theme will have varying layouts to let you choose how you want the information to display. 
• Variable: A reference to a section, figure or static value in a report. This reference will stay dynamic to its connection so that when the reference updates, the variable placeholder will update accordingly. 

Report Sections

• Sections: Sections are groups of pages that will appear in the report. 
  • Within a Section:
    • Locked Blocks: On any section in Disclosure Studio, you will have locked Blocks including an Entity block, a Full Fiscal Period block, and a Title Block. These blocks are meant to be added to specific layout design elements. 
    • Content Blocks (editable): On Content and Note sections, you will be able to add and edit content blocks. 

Icon Glossary

While many of the icons within Disclosure Studio are similar to common publishing softwares, below are some of the icons in the Report Builder that are exclusive to our designer. 

Report

Icon	Purpose	Notes
	Copy a Report	Use this when rolling forward a report to the next fiscal year.
	Workflows Dashboard	Review the report's overall workflow progress and apply workflows to and manage steps for multiple sections of a report.

Report Section

Icon	Purpose	Notes
	Locked Content Block	These content blocks are used within the page template.
	Table of Contents Column Layout	Table of Contents can be split up into up to 3 columns within a section.
	Balanced Columns	Forces the content in the columns to remain the same height.
	Content Block Placement	Use this to move a content block up and down within a section.
	Paste a Block	First copy a block then use this icon to paste a block into a section. This can be used across multiple sections.
	Copy a Block	Select to copy a block and paste it within another section of the report.
	Delete a Block	Once deleted a block cannot be recovered.
	Copy Page Variable	Typically located in the upper right corner of a content block. Select this first to create a page variable to the block.
	Hyperlink	Used to add and manage a hyperlink on text.
	Footnote	Insert footnote within a text block.
	Remove line breaks from selected text	When multiple paragraphs are selected, use to remove the line breaks for formatting.
	Header Information	Within an MDFM or Manual Table, allows you to edit and manage Header and Footer information.

Table Editor

Icon	Purpose	Notes
	Wrap Text	Wrap text within selected cells.
	Merge the Selected Cells	Merge selected cells within a table.
	Format Cells	Change the format of selected cells to common formats including currency, accounting, percentage, date and time .
	Toggle Search	Search and replace within the worksheets of the table editor.
	Show/Hide Formulas	Use the toggle to see the formulas applied to cells.
	Add Variable and Remove Variable	Add or remove a Number or Report Variable within a cell. The cell will have a purple outline if it is a variable.
	Add Hyperlink and Remove Hyperlink	Add or remove a hyperlink within a cell.
	Insert Data	Add a worksheet referencing MDFM data, either a flattened version of the table or the linked accounts. As data updates within the MDFM, the sheet will also update.
	Import	Import data to the table from an Excel File.
	Add Rollover Rules and Manage Table Rollovers	Set up rollover rules to automatically carry hardcoded values forward from one year to the next.
	Table Notes	Add and manage footnotes within the cells of a manual table.

Key Tasks to Accomplish

• Review and Add Additional Content
• Add and Manage Sections and its Pages
• Review and Format Tables and Charts
• Add Variables and other Automation to the Report
• Build and Manage the Table of Contents
• Generate the Report
• Copy and Roll Forward the Report