Library

Background

The library is a central store of common reporting elements that can be re-used in report after report.

Hierarchies, Calculations, Captions and Variables can all be stored for re-use in the library.

If a report "subscribes" to an item in the library, it will automatically pick up any changes to that item, when it is next opened.

The Dialog

Every item in a report that 'could' be stored in the library - is listed on the left hand side of the dialog.

If an item already comes from the library, the "Subscribed?" box next to it, will be ticked.

On the right hand side is the Library folder in the repository, with library content shown. If desired, sub folders can be created in the library area, to help organise the items.

Subscribing to an item in the Library

To subscribe to an item in the library, double click on it - and it will be added to the list on the left hand side and marked as subscribed. The definition of the item can then be seen and edited in the relevant dialogs in the product. Editing in the item will give the user the option of updating the centrally stored library item as well.

Pushing an item to the Library

To make an item available to other reports via the Library, double click it on the Left Hand Side. It is worth thinking about whether a subfolder would be useful for keeping the library organised - prior to doing this.

The library is particularly useful for storing Chart of Account hierarchies and Exchange Rates - both large items where only having to update "one version of the truth" is extremely useful. For this reason, it is recommended to use the library rather than copying and pasting items between reports, if possible.