Operations with Template

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

• 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. Cell size: Adjust row heights, column widths, and grid density for optimal table alignment. Read -only: Toggles the template between read-only mode and active editing state. Save changes: Persists manual entries, updates, or overrides made within the report grid.

ExportReload / Import:data: DropdownRe-fetches menucurrent tovalues downloaddirectly from the reportbackend (e.g.,result Excel/XBRL)dataset oroverwriting uploadall externalmanual datacorrections.

overrides.

Reload with corrections: Re-fetches current values directly from the backend result dataset keeping all manual corrections.

Export/Import: export template as separate Excel file/import template data from Excel as separate Excel file.

Context:  Illustrates howtemplate workspacechange layoutslog:

can

be

Context: adjustedIllustrates to"Save fitchanges" complex reporting tables.functionality

• Key Components & Elements:

  • ResizeWhen Handlesmanual /correction Griddone Boundaries:in Highlightstemplate interactive(manually bordersor betweenusing columnsImport andfunction), rowsSave withinchange thebutton data grid.

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

corrections!

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:

  • Don't

    Activekeep Session- Indicator:don't Openedkeep bymanual clickingcorrections thehighlighting. "admin"Correction userwill buttonbe insaved, thebut topnot navigation bar to display current user context.

    highlighted.
  • Keep

    Accountcorrections Actions:- Featuresall quick-accessmanual actioncorrection linkswill forbe Change passwordsaves and Loghighlighted out.

    with blue color

.