2.1 Report Settings and Localisation
Before using Report Authority, it is important to ensure that all application settings are set appropriately. To access the settings,
select File > Options:
General application options
Folders
The template folder can be set to be a shared network drive or a folder in SharePoint. This way – any changes to the templates will result in all users having access to the amended templates at the same time.
Other
Taxonomies
Click the "Load Taxonomy Package..." button to load updated taxonomy files into your roaming profile.
Here you can load a *.taxp (single) or *.taxps (set) file that you received from Authority Software support.
Please note you must restart Report Authority Professional after you have loaded your last file in order for the taxonomies to be loaded in the software.
Fonts
Embedding the required font within the exported document prevents font substitution, ensuring that the content is rendered consistently for all users, regardless of the fonts installed on their local systems.
Images
Ticking this option enables exporting to iXBRL/xHTML with maximum quality images, ensuring that all embedded graphics—such as logos, charts, or signatures—are preserved at the highest possible resolution in the final output.
Report
Date/Number format
The correct date and number format setting is critical for the following two reasons:
- This dictates the format that Report Authority will display numbers and dates in the report; and
- This is used by our tagging algorithm to determine the report content to be tagged. For example, if the data and number format setting has ","s as thousand separators (as indicated in the screenshot above), and you are tagging a number that uses spaces as thousand separators, Report Authority will not accurately tag the number. i.e. if an attempt to tag the number "1 234 567.78" was made and the tag was dragged and dropped into the "234" substring, the tag will be placed as follows :1 [234] 567.89. In order to correctly tag the number such as "[1 234 567.89]", the date and number setting must be changed to a language with the appropriate setting. If any doubt, refer to the three preview text boxes below.
Please note that Report Authority formats dates and numbers based on the regional settings of the computer. For example, if the date and number setting is "English (United Kingdom)", Report Authority will inspect how this setting is defined on the computer. It is therefore possible that two users with the same Report Authority document might experience different behaviours.
Long date: Many regions include the day of the week as part of the long date format, for example "English (United States)" as indicated below:
In this case, you would need to provide a custom long date format string to override this such as "d MMMM yyyy":
The custom long date format may include standard date components such as yyyy for year, MM for month, and dd for day, along with custom separators or static text. Please note that special characters like / and \ may need to be escaped (e.g., yyyy\\/MM\\/dd ) to ensure they are interpreted correctly.
Report Styles
This section is only available when a document is open. It gives control of the appearance of the report (font family and sizes) as well as tables (colour and content of headers and table lines).
The position of the note column can also be amended to take into account how primary schedules are typically produced locally. As an example, in the UK, the note column is to the right of the description column, whereas in Denmark, it is usually the first column of a table.