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Enhance your generated report by adding comments using the Comments feature. This Microsoft Word style-editor is available for Regular Users. There are five types of comments:

  • Key Message 
  • Point of View (POV)
  • Subsidiary
  • Line Item
  • Annotations


Roles and Permissions

A user can be given access to read, edit, lock, and unlock comments by the admin. Refer User Permissions for more details.

Narrative Key 

The Narrative Key defines the dimension(s) used to store the POV comments and is set in the Settings Panel. Usually, the Narrative Key value is set to Yes for every dimension included in the POV. If the Entity, Period and Year dimensions are set to Yes, then the comments can be saved for all combinations of these dimensions.  An exception could be the Currency/Value dimension which can be part of the POV but does not require specific comments for different currency.  AdditionallyAdditionally, for dimensions such as Entity, you can select whether the dimension should have a Subsidiary Comments Rollup to the Parent by selecting the RollUp option.

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Edit / Add Comments
Edit / Add Comments
 Edit / Add Comments

To add or edit comments and narratives click on the  icon on the top right of the report page.

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View and Compare Comments History
View and Compare Comments History
View and Compare Comments History

To view the history of the comments:

  1. Click on the down arrow of the  icon from top right of the screen.
  2. Select View and compare changes.

  3. Select General comments.

  4. Click on View to open the comment.
     

 You can also compare two comments from a list:

  1. Select the two comments you want to compare.

2. Click Compare.

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Lock and Unlock Comments
Lock and Unlock Comments
Lock and Unlock Comments

To lock comments in a report:

  1. Click on the down arrow of the  icon from top right of the screen.
  2. Choose from the following options:

    Option

    Description

    Lock comments

    Lock the comments for the current POV selection

    Lock descendants

    Lock the comments for the current POV and all its descendants

    Unlock descendants

    Unlock the comments for the current POV and all its descendants

To unlock comments, click on the down arrow of the icon from top right of the screen and select Unlock comments.