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Sections

You can add sections in any report in CDM to group and organize report objects in the report.

Full reports can contain many report objects. Administrators can add sections periodically throughout the report and organize the report objects in the sections. The sections make it easier for users to navigate the report hierarchy.

You can apply a workflow to a section and have all new or existing descendant report objects and sections below it in the report hierarchy inherit that workflow, eliminating having to individually create workflows for each of the report objects.

You can also designate top-level sections as exhibit sections. All descendant report objects in an exhibit section become exhibit documents and are combined into one exhibit document that is included with the report when using Word generation.

Add a Section to a Report

You can add sections to provide spacing and grouping of report objects.

After adding a section, you can click and drag it to reposition it anywhere in the report hierarchy. When you add a section, the template workflow assigned to the report is automatically applied to the section workflow and any report objects and sections below it in the report hierarchy that have Inherit Workflow enabled.

To add a section to a report:

  1. Open the report that you want to work with.
  2. Determine the location where you want the section.
  3. Do any of the following:
    • If adding a section to the report, right-click and select Add Child > Section. The section is placed immediately below the report in the report tree structure.
    • If adding a section to another section, right-click the section and select Add Sibling > Section. The new section is placed on the same level in the report tree structure as the section you selected. Or right-click the section and select Add Child > Section. The new section is placed one level below in the report tree structure as the section you selected.
    • If adding a section between report objects, right-click the report object that immediately precedes that location and select Add Sibling > Section. The section is placed below but on the same level as the report object you selected.

Edit the Properties of a Section

You can view and modify the properties of a section to tailor the section in a specific way.

  1. Open the report that you want to work with.
  2. In the report tree, right-click the section and select Properties > Manage All Section Properties.
  3. In the Properties tab of the Properties and Comments window, edit the properties as you want. You can change any property that is not gray.
  4. Click OK.

You can view or edit the following information:

Property

Description

Name

User specified name for the section. Each section in a report must have a unique name.

Section Due Date

The due date of the section.

Inherit Due Date

If selected, the section inherits the due date from its parent section due date or the report due date, depending on its position in the report hierarchy.

Workflow Due Date

The due date of the section's workflow.

Inherit Workflow

If selected, the section inherits the workflow due date from its parent section workflow due date or the report workflow due date, depending on its position in the report hierarchy.

Print Options

The print options for the section.

  • Printable - When selected and the report or section is generated, descendant report objects whose properties have Printable selected are included in the output. When not selected, all descendant report objects are excluded in generation output and their names in the report outline become lighter and more transparent.

  • Exhibit - When selected, designates the section as an Exhibit Section. If selected, report objects grouped together in the section are combined into one document separate from the report. Enter values for these fields:

    • Exhibit Type - The type of exhibit that is being included with the report.

    • Exhibit Description - Used to enter a description about the exhibit document.

    • Exhibit File Name - Designates the file name for the exhibit document created at generation. If this field is left blank, then the name given to the section is used.

Check In and Check Out Report Objects in a Section

You can check in or check out multiple report objects that are in a section in one action.

  1. With the report open, right-click on the section in the report tree.
  2. Select Check In (if you want to ensure in all report objects in the section have a checked-in status) or Check Out (if you want to check out all the report objects in the section for editing).
  3. The Checkout Status for the report objects is updated in the User Object Summary tab.

Delete a Section from a Report

If you no longer need a section in a report, you can delete it.

When deleting a section in a report, any report objects or sections that are descendants (children) of that section will also be deleted.

To delete a section in a report:

  1. Open the report that you want to work with.
  2. In the report tree, right-click the section that you want to delete and select Delete.
  3. In the confirmation window, click Yes.

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