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How to export XBRL outline

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  • Elena Weber

    Hello and welcome to the community, Deborah!

    The best way to do this is to use the SEC Viewer and then print to PDF or download it as an Excel document. Here are steps on how to do this:

    To access the SEC Viewer, you will first need to generate XBRL for your document. Then in the XBRL Generation History panel, go to SEC Viewer for the generation you want to view and click the Preview button.

    The SEC Viewer will open in a separate tab where you can choose to "Print Document" or "View Excel Document."

    Let me know if there are any questions on any of these steps, or you have any follow-ups for me. Thanks so much and happy Friday! 

     

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  • Evie Willis

    This doesn't provide a print or export of just the outline.  I am trying to troubleshoot a new footnote and would like to follow an existing outline.  Screen prints are so inefficient.

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  • Courtnie Carver

    Thank you for your comments Evie Willis! We have shared them with our product team to consider as improvements to the process. 

    If you continue having trouble with your new footnote you can submit a support ticket here.

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