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Reports

Viewing Source Files

Every piece of information in your report comes from a source file you can open.

Three ways to reach a source

1

The Report Sources section

Scroll to Report Sources at the end of the report. The side navigation lists it as Sources. It holds every document that went into the report - click one to open it.

2

The See history button on Minutes, Bylaws and Engineering

In Meeting Minutes, Bylaws and Engineering & Depreciation, every topic heading carries a See history button. Click it to see everything found on that topic, newest first. Where we could compare the topic with similar buildings nearby, the button reads See history & comparison and the comparison sits at the top of the panel. Click a file tag under a note to open that document at its page.

RoofSee history & comparison

The council agreed to present an updated roof proposal at the 2024 AGM.

Minutes 2024/Jan 22.pdf· Page 4
3

Financial cards

Click anywhere on a financial card. A History panel slides in with every figure found for that line, newest first. Click View Source on an entry to unfold its files, then click a file to open it.

Contingency Fund BalanceMore
$412,800

History

Dec 31, 2024

$412,800

View 2 Sources

Dec 31, 2023

$351,200

View Source

In the viewer

  • •Previous and next arrows, or the left and right arrow keys.
  • •Type a page number in the box between the arrows.
  • •Search from the toolbar, or with Ctrl/Cmd + F.
  • •Enter for the next match, Shift + Enter for the previous.
  • •Zoom out, fit to screen and zoom in - or pinch to zoom.
  • •The sidebar button toggles page thumbnails.
  • •Esc or the close button takes you back to the report.
Minutes 2024/Jan 22.pdf4/ 28

Good to know

  • •A file tag that lists several pages opens the document at the first one. Use the page box or search to reach the rest
  • •Legal Actions has no See history button. Open a case with Show More to see its Source: list
  • •On a shared report where the sender left the documents out, file tags are greyed out and do nothing. See Sharing Reports

Frequently Asked Questions

On small screens the label is hidden to save room. Look for the calendar icon, a number and an arrow on the right of the heading.

The chart has its own More panel. The source pages for the projections sit at the top of it.

They summarise what is elsewhere in the report. Open the section the information came from to reach its sources.

A single large file of hundreds of pages needs a moment to load. You will see "Downloading..." with a percentage, then "Processing Document...".

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