Create New Report

Context: reporting workspace showing a list of possible actions for selected report or specific template.

• Toolbar Action Controls:

  • Freeze headings: Pin/unpin row and column header labels so they remain visible while scrolling through large data tables.

  • Cell size: Adjust row heights, column widths, and grid density for optimal table alignment.

  • Read-only / Edit Toggle: Toggles the report between view-only mode and active editing state.

  • Save changes: Persists manual entries, updates, or overrides made within the report grid.

  • Reload data: Re-fetches current values directly from the backend dataset.

  • Reload with corrections: Re-populates grid values while applying the latest override rules and validation adjustments.

  • Export / Import: Dropdown menu to download the report (e.g., Excel/XBRL) or upload external data overrides.

Context: Illustrates how workspace layouts can be adjusted to fit complex reporting tables.

• Key Components & Elements:

  • Resize Handles / Grid Boundaries: Highlights interactive borders between columns and rows within the data grid.

  • Excel-Style Interaction: Accompanied by documentation noting that standard spreadsheet click-and-drag mouse gestures can be used to modify row heights and column widths dynamically.

Context: Focuses on user preference controls located in the application header.

• Key Components & Elements:

  • Theme Switcher: Displays the upper right-hand corner control button used to toggle between light and dark visual themes.

  • UI Header Area: Illustrates the surrounding status icons and user profile indicators in the top navigation bar.

Context: User profile dropdown menu accessed from the main application header.

• Key Components & Elements:

  • Active Session Indicator: Opened by clicking the "admin" user button in the top navigation bar to display current user context.

  • Account Actions: Features quick-access action links for Change password and Log out.