Click the editor icon.
Click the value to add annotation. An editor box appears at the bottom of the report.
Add your annotation and click Save.
In a table or a multi-column report, annotations can be added to allow commenting on a specific value within a report. There is no limit to the number of characters that can be added. Annotation icons appear to the left of the number being commented on, and the description can be seen as a tool tip when you place the cursor on the icon. Additionally, the annotation is also displayed below the table.
To add an annotation:
Click the editor icon.
Click the value to add annotation. An editor box appears at the bottom of the report.
Add your annotation and click Save.
To edit an annotation:
Click the editor icon.
Click the value to edit the annotation.
Edit the annotation and click Save.
If you wish to delete the annotation, click Delete.
Show annotations setting in the Other Panel determines which annotations (if any) are shown.
In the CXO Designer, choose from the following options:
None - no annotations are shown for this control.
Only for this control - only annotations that are created specifically for this control (on this report) are shown.
These annotations are connected to a specific report, control, dimensions from narrative keys, and any other dimensions that identify a data point within the control (for example: row and column dimensions in a table).
They will never appear on other controls or other reports.
Shared among reports - only annotations created as shared-among-reports are shown.
These annotations are connected to dimensions from narrative keys, and any other dimensions that identify a data point within the control (for example: row and column dimensions in a table).
They may appear on other controls or other reports, since they are not bound to a specific control or a specific report.
Switching between the options will never delete annotations. By reverting to the previous option, the previous annotations will be shown again.
Scenario:
Admin creates a report with a table and Show annotations is set to Only for this controls.
User adds an annotation to Actual, Taxes.
Admin switches the option to Shared among report.
Result: Actual, Taxes is not annotated, because the whole table is now showing annotations that have been shared among reports.
User adds an annotation to Net Profit, Budget.
Admin switches option back to Only for this control.
Result: Net Profit, Budget is not annotated, because the whole table is now showing annotations that are specific to this control. But note that Actual, Taxes is again annotated.