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To add comments to Executive Reports, follow the steps below.
STEP 1: Click on the ‘Commentary’ tab within the executive report to view the planning and organisational hierarchy.
STEP 2: Click the required level on the tree to add the comments to view the comment entry areas on the right side of the screen. There are three areas to choose to add comments; namely, Default Comments, Outcome Comments and Budget Comments.
STEP 3: Click Edit to open the comment entry form. Use the spell check feature to correct any spelling mistakes in the reports. Enter a title and the comments and then click ‘Update’ to save.
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To identify if there are comments entered at any particular level in the Hierarchies, you can switch on a setting that will enable icons to appear at these levels (Folder icons as shown below). You identify which comment types you would like this activated for (show against all Comment Types or Default Comments, Budget Comments or Outcome Comments).
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