3.1 Outline Panel Overview

Report Authority simplifies the collation and navigation of large, complex reports through the use of outline functionality which can be used to break reports down into smaller, manageable segments, which can be logically grouped into folders and subfolders.

Outline Panel

A document is assembled in Report Authority through the combination of one or more report “segments” which are arranged in a hierarchy of segments and folders in the Outline panel. When a new document is created, the first segment with the name “New Segment” is automatically created which can be renamed.

The outline panel is used to:

• Create report segments and edit their properties.
• Create folders and edit their properties.
• Arrange via dragging and dropping the order and nesting of segments and folders.
• Deleting folders and segments
• Importing a Word document as a new segment
• Print the current segment only

Arranging Segments and Folders

Segments and entire folders can be re-ordered by dragging and dropping.  Segments and folders can only be dropped into folders that do not contain another segment or folder by the same name.

Editing Segment and Folder Properties

Segment and folder properties can be edited by clicking on the Properties button in the Outline panel toolbar or by right-clicking on the segment or folder and selecting Properties.

Renaming Segments and Folders

In addition to renaming segments and folders in the Properties form, they can also be renamed directly in the Outline panel by clicking them twice.