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How to Convert Your Report to iXBRL

How to Convert Your Report to iXBRL

  • Last updated on

Converting your Annual Financial Report to the ESEF iXBRL format using the Workiva Report Tagging Tool is a straightforward process.

Requirements

  • Your existing annual report in either PDF or EPUB format.
  • The Excel template provided by Workiva.

 

Converting with the Workiva Report Tagging Tool

To convert the files you will need to follow the next steps:

  1. Log in to the Workiva Report Tagging Tool.
  2. Browse and upload the files (PDF/EPUB + Excel Template) for conversion.
  3. Press Convert and Validate.
  4. You can follow the conversion steps in real time and once this is completed you will be taken to the Summary page, from where you can access all the other functionalities
  5. To download the ESEF file, click the icon on the top right-hand side.

To download the User Manual with all the functionalities explained, click Help in the upper right of the screen.

Converting your Annual Financial Report to the ESEF iXBRL format using the Workiva Report Tagging Tool is a straightf...