In this article, you’ll learn about XBRL icons in Workiva and what they mean. Icons are grouped in tables by related topics and actions.
Tagging and review
Icon |
Icon Name |
Description |
|
Create Fact |
Add a new XBRL tag to your document. |
|
Attributes |
Add a date, extension, unit or other attribute. |
|
Locate |
Opens the Locate XBRL panel to the right. |
|
Generate XBRL |
Full generation, current section or by section. |
|
XBRL Review |
Click to create an XBRL review. |
|
Fact Details |
Opens the Fact Details panel to the right. |
|
Extension Concepts |
Custom tag if appropriate tag is not in taxonomy. |
|
Deprecated |
Item no longer recommended for use. |
|
XBRL Outline |
Shows the structure of XBRL tagging. |
|
XBRL Validation |
Performs syntactical and other compliance checks. |
|
Disconnected XBRL |
XBRL tag separated from content. |
|
Abstract |
Use element to group other elements. |
|
Axis |
Differentiates classification of XBRL facts. |
|
Domain |
Parameters for possibilities in a group. |
|
Members |
An element within a domain. |
|
Concept |
A specific XBRL taxonomy element. |
|
Copy Fact |
Duplicate an XBRL fact. |
|
Paste Fact |
Add a copied fact to another location. |
|
Label Reference |
Create a fact label reference to the outline. |
|
Reconnect |
Connect disconnected XBRL to a fact. |
|
XBRL Blacklines |
Opens XBRL blacklines panel. |
Taxonomy analyzer icons
Icon |
Icon Name |
Description |
|
Taxonomy Analyzer |
Open the Taxonomy Analyzer in a new tab |
|
Browse Taxonomy |
Locate a concept by browsing by taxonomy section. |
|
Search Taxonomy |
Locate a concept by searching using a keyword or phrase. |
|
Bookmarked Concepts |
. Shows a list of concepts that have been bookmarked for review or consideration. |