Word Publisher / Publisher Tab¶

Publisher Tab¶

Excel¶

Lists the excel reports that have been created.

Filters¶

Apply filters to the excel report to display those values in your word report, for example Income.

Double click the filter name to expand.

A second click will revert it back to not selected at all.

filter selected A lock indicates your selection.

filter locked Displays when a filter is locked.

Time Series¶

Click the year to expand to display the months.

filter selected A lock indicates your selection.

Dataset fields¶

Display a list of dataset fields to drag and drop into the word document.

Bookmark¶

Displays all bookmarks which have been added to the report.

bookmarks

ID Unique number which is given at the time of bookmark creation. This ID is unable to be changed.

Dataset Indicates the dataset where the excel report has come from.

Name The bookmark name. This can be changed so that each report is easily identifiable, especially if you have multiple reports throughout your report.

Execute Indicates which bookmark will be executed when publishing. Untick those bookmarks that you do not wish to publish.

Right mouse click will allow you to select or deselect all bookmarks.

Details Displays the details of the bookmark.

bookmark details

Right-mouse click on the bookmark to present the menu options

Delete Delete the bookmark.

Select All 'Execute' Select all bookmarks that will be published.

Deselect All 'Execute' Deselect all bookmarks, then select which bookmarks you want to publish.