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Operations with Reporting set

Context: reporting workspace showing a list of possible actions for selected reporting set.

  • Toolbar Action Controls:

    • Rename: change name of selected reporting set,

    • Create copy: create copy of selected reporting set

    • Compare:  compare two selected reporting sets.

    • Import full set: import data from Excel to all templates.
    • Export full set: Export reporting set to one Excel files, including all templates. Can be used as template for filling and importing data to reporting set.

    • Lock All/ Unlock All: Toggles the report between read-only mode and active editing state for all included templates.

    • Delete all: delete full reporting set with all templates.

    • Generate delivery file: generates delivery file for selected reporting set.
    • Validate: validate reporting set against all registered validation rules (EBA, ECB, local ruels etc.)

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

  • 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.

  • Freeze headings: Pin/unpin row and column header labels so they remain visible while scrolling through large data tables.
  • Save changes: Persists manual entries, updates, or overrides made within the report grid.
  • 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.

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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.

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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.

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