Skip to main content

Define the Report Outline

When you add a copy of a Word document as a report in a workspace, JP DM automatically creates an outline with a single root node representing the entire report. You can use sections in the outline to group and organize content of the report as you need. Sections make it easier for users to navigate the report hierarchy.

Note: A user with a Viewer license cannot generate report outline.

Generate an Outline

  1. Open the report from the Disclosure Management website.
  2. On the ribbon, select the JP DM tab and click Show Outline.
  3. Type the email address of your insightsoftware account in the Login window if it prompts and click Continue.
  4. JP DM displays the Outline panel, showing the report outline which contains a root section for the entire report content.

    The Default Report Outline Containing a Root Section

  5. Click the ellipsis of the root section and select Generate outline from content to auto-generate sections based on heading styles(heading 1 to heading 3) in the report content. When you select Add child, JP DM adds a blank section at the end of the report and you can add content to the section as you need.

    Ellipsis Menu for Root Node in the Outline

Add Sections Manually

  • To add a section from the outline, click the ellipsis on a section and select Add child, Add section, or Add subsection.
  • To add a section for certain report content in the outline, select the content (make sure the content also contains an outline level between 1-3), right-click and select JP DM > Create Section. JP DM then adds a node for this section in the proper position in the outline according to current section hierarchy.
  • To add a blank section to the report, put the mouse pointer in the desired position in the report and click Create Section in the JP DM tab on the ribbon. When the target position is not a heading or table, you can also right-click and select JP DM > Create Section.
Note:
  • Paragraphs without outline levels cannot generate sections.
  • Content added outside the managed document structure does not auto-expand the boundary; use Generate Outline from Content to rebuild.
  • Adding a section at the first header may insert it above the managed structure—add below existing headers, then rearrange.

Section Operations

For a section added in the outline, you can perform the following:

Ellipsis Menu for Sections

  • Rename
    Renames the section.
  • Add section
    Adds a blank section of the same hierarchy beneath the current section.
  • Add subsection
    Adds a subsection in the current section.
  • Remove section control
    Deletes the section and all subsection under it from the outline.
  • Remove section & content
    Deletes the section and all subsection under it from the outline, as well as all content in the section and the subsections from the report.

Was this article helpful?

We're sorry to hear that.