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Generate XBRL

Generate XBRL

  • Last updated on

This article is for:

  •  
  • SEC
  • HMRC
  • CIPC
  • ESEF
  • FERC
  • Denmark

Generate XBRL to validate XBRL in your document, create reports, and create a revision for XBRL blacklines.

Generate XBRL

It is important to generate XBRL before starting a review if there have been significant changes either to the document or the XBRL.

Before you begin:

  • Any changes made to XBRL in the document while generating XBRL are not included in that generation.
  • When generating XBRL for a document using an XBRL profile that has multiple documents, XBRL is generated for all documents within that profile. Managing XBRL Profiles has additional information about handling multi-document XBRL profiles.

To generate XBRL:

  1. Open the document, click the XBRL/XML tab, and make sure Show XBRL is on.
  2. Choose an XBRL profile if one is not already applied.
  3. Click Generate XBRL from the XBRL toolbar and choose whether you'd like to generate XBRL for the active section (Current Section), the entire document (Full Generation), or selected sections (By Section). If Generate XBRL is disabled, make sure you have a profile selected.
    image (64).png
  4. Review generated XBRL revisions in XBRL Document Generations. This panel lists all generated revisions.
    image (65).png
  5. Full document generations will appear under the XBRL Document Generation tab.
    image (66).png
  6. The most recent section generation will appear under XBRL Section Generations. This generation will be kept until the end of your session.
    image (67).png

Open XBRL reports and other options

Once you've generated XBRL, you can view reports, review issues, or take other actions on the XBRL generation.

To view reports, click the revision to expand and see available reports.

Clicking the menu on an XBRL generation will also give you the following options:

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  • Show Validation Results: Open the Validation issues for the selected generation.
  • Calculation issues: View the calculation issues report for the selected generation.
  • Create XBRL Blackline: Opens the Blacklines panel, where you can create a blackline comparing the selected generation with another generation of your choice.
  • Rename: Give a name to the selected generation. 
     

Labels for milestones

Add labels to a revision to help track milestones for your document. For example, you might label your document when it is in tech review, when you are done with tie-outs, or after you roll forward the dates.

To add labels to a generated revision:

  1. Select a revision from XBRL Generation History.
  2. Use Add labels to select existing labels to use or click Create label to create a new one.
    image (68).png
  3. Remove a label by clicking Add or remove labels and unchecking the box next to the label you want to remove.
    image (69).png
This article is for:   SEC HMRC CIPC ESEF FERC Denmark Generate XBRL to validate XBRL in your document, create repor...