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.)

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.