Commentary

Enhance your generated report by adding comments using the Comments feature. This feature uses the Microsoft Editor and is available for power users. There are five types of comments:

• Key Message
• Point of View (POV)
• Subsidiary
• Line Item
• Annotations

Roles and Permissions

A user can be given access to read, edit, lock, and unlock comments by the admin. Refer User Permissions for more details.

Narrative Key 

The Narrative Key defines the dimension(s) used to store the POV comments and is set in the Settings Panel. Usually, the Narrative Key value is set to Yes for every dimension included in the POV. If the Entity, Period and Year dimensions are set to Yes, then the comments can be saved for all combinations of these dimensions.  An exception could be the Currency/Value dimension which can be part of the POV but does not require specific comments for different currency. Additionally, for dimensions such as Entity, you can select whether the dimension should have a Subsidiary Comments Rollup to the Parent by selecting the RollUp option.

Edit / Add Comments

To add or edit comments and narratives click the icon on the top right of the report page.

A new AI feature to generate a summary of the comments from the main comment section is available. The AI feature allows you to summarize the comments from Base level or from the Direct Children. For more information, see Lineos AI Text Summarization.

View and Compare Comments History

To view the history of the comments:

1. Click the down arrow of the icon from top right of the screen.
2. Select View and compare changes.

   

3. Select General comments.

   

4. Click View to open the comment.

   

 You can also compare two comments from a list:

1. Select the two comments you want to compare.
   

2. Click Compare.

Lock and Unlock Comments

To lock comments in a report:

1. Click the down arrow of the icon from top right of the screen.

   

2. Choose from the following options:

   Option	Description
   Lock comments	Lock the comments for the current POV selection
   Lock descendants	Lock the comments for the current POV and all its descendants
   Unlock descendants	Unlock the comments for the current POV and all its descendants

   

To unlock comments, click the down arrow of the icon from top right of the screen and select Unlock comments.