inline xbrl viewer
AnsweredIn the inline XBRL viewer I click on "Sections" to pull up the XBRL outline on the left-hand panel. I click on "Notes to the financials" and when I click on each section, most of the time it takes me directly to the respective location of the document. However, with some of the sections that include level 4 tags (Details) it will take me directly to the balance sheet instead of to where the items in that section of the outline are. Does this have something to do with what the tags are? For instance, if there is a tag in the narrative of note 3 that is the same tag used in the balance sheet, when I click on this section in the outline is the expectation that it will take me to the balance sheet vs. the note?
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Hi Michelle,
I've been asking around on this one and haven't had many bites. I did get the following reassurance, though.
We've been able to recreate this behavior on various filings on the SEC website, both filed through Workiva and through other providers. It appears to be a universal issue with the Inline XBRL Viewer. We would agree with your understanding here of what is occurring, i.e. that if a concept is used in a specific Notes subsection and also on the Financial Statements, then when you click on the specific Notes subsection in the left-side panel of the Inline XBRL Viewer it will often, but not always, (we did notice a few cases where this did not happen) take you to the Financial Statements in the actual document rather than the expected Notes subsection. I'm no confident on what logic drives the iXBRL outline to document link, though.
Not exactly an answer, but wanted to provide some insights from our PS team.
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This does provide me some comfort that it likely isn't anything that I am doing wrong and that we aren't the only ones with the issue. So, this does help! Thank you!
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