ESEF regulations require the submission of an iXBRL-tagged report package. Depending on the specific regulatory agency or jurisdiction, this package may need to use either a .zip or a .xbri file extension.
Workiva ESEF customers can manage and change the file extension for their ESEF report package directly within the platform. This functionality ensures compliance when auditors or regulatory bodies require a specific format.
Key Information
| File Extension | ESMA Preference | Default Setting in Workiva? | Use Case |
|---|---|---|---|
| .xbri | Preferred | Yes | Recommended for most submissions |
| .zip | Acceptable | No | Required when explicitly requested by a specific regulator or auditor |
Changing the Report Package File Extension
To switch the file extension from the default .xbri to .zip (or vice-versa) for your ESEF report package:
- Open the XBRL profile associated with the document.
- Under the Actions drop-down menu, select Edit Profile.
- Scroll down to the Report Package File Extension section.
- Select the desired extension (.xbri or .zip) from the drop-down list then click Save Changes.
- Generate XBRL after applying the updated profile.
- Download the generation from the XBRL generation panel to obtain the report package with the desired extension.