Accessing the Admin Centre 

Navigate to the Active Platform home page.   

Click on your name icon and press Admin Centre.

Click on Ledger & Reporting Admin. 

Click on Page Templates, Header Template or Notes.    

Overview

Fields can be used anywhere in Active Ledger that administrators can create or edit content (see the administrator article: Reporting - content editor). They can also be used in titles, headers and footers. 

Below is an example of how fields have been used in a paragraph in the Compilation Report template to return names and dates:

Note: Each field must be wrapped within two sets of curly braces as shown by: {{text}}

Note: To return subsets of properties, use the '.' syntax between each property. For example to return which state an office is in you would use: {{Office.Address.State}}

Note: All fields are case sensitive.

Reporting fields

Below is a complete list of fields which can be used within a report to populate information:

*The following shows how date patterns can be used in the above fields to display in the format you require:

Financial fields

Below is a complete list of fields which can be used within a report to populate financial information. The values will be chosen from the primary report column.                

Formatting    

Format the result as a number by adding :C or :N and the number of decimal places to round to, for example, to format the net profit with two decimal places:

{{Financial.NetProfit:C2}}

Or to format a plain number with 0 decimal places:

{{Financial.NetProfit:N0}}

You can also use Excel style combinations for formatting negative numbers and zeroes, for example to get negatives in brackets and 0's showing as '-':

{{Financial.NetProfit:$#,##0;($#,##0);-}}

Prior periods

You can access prior periods by appending 'Array' to the field title and using .X where X is the number of the column you wish to refer to. For example, to get the net profit from the second column in the report (usually your prior year) you would use:

{{Financial.NetProfitArray.2:C2}}

You can test for the existence of the value by using it in conjunction with a #if statement, for example:

{{#if Financial.NetProfitArray.2}}Text to show if there is a second column.{{/if}}

In addition, you can access the column headers by referring to the following fields:

Use these in conjunction with an if statement to build a 'prior year value in brackets', for example:   

You can test for the existence of the value by using it in conjunction with a #if statement, for example the following statement:

{{Financial.NetProfit:C0}}{{#if Financial.NetProfitArray.2}}({{Financial.ColumnPeriodTextArray.2}}: {{Financial.NetProfitArray.2:C0}}){{/if}}

Will render as the following if there is a second column where the period text says '2:

$15,000 (2021: $12,000)

Reporting tags

If statements

Within a report an 'If Statement' can be used to return different text. 

The following example takes a True/False variable and returns the text "Are" if True and "Is" if False: 

{{#if Entity.ResponsiblePlural}}are{{#else}}is{{/if}} 

The following example checks to see if a property exists and returns an ABN {{Entity.ABN}} if it does exist and blank if it does not exist: 

{{#if Entity.ABN}}ABN {{Entity.ABN}}{{/if}}

Uppercase/lowercase

You can use 'uppercase' and 'lowercase' in a tag to convert the contents of a string to that case, for example:

{{#lowercase Entity.EntityType}}