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Glossary

History of a Result Document in Disclosure Management

Overview

In the history of a result document in Disclosure Management, you can quickly see when a version was created, who created it and with which options it was created.

Opening the History of a Result Document in Disclosure Management

In the overview of a document in Disclosure Management, click History to open the history of a result document:

Shows the 'History' workspace of the document 'Annual Report - The Group' in Disclosure Management with the search field, the check boxes 'MS Word', 'MS Excel', 'iXBRL/HTML' and 'Show documents from other users', and a list of two result documents with the columns 'NAME', 'CREATED ON', 'CREATED BY', 'LANGUAGE', 'STRUCTURE' and 'ERROR'. Highlighted in red is 'History' in the overview.
Open the history of a result document

The following options are available in the history of a result document in Disclosure Management:

OptionDescription
SearchSearches for the specified character string in the list of documents.
MS Word, MS Excel, iXBRL/HTMLThe system only displays documents of the file types whose check boxes are activated.
Show documents from other usersResult documents created by other users are also displayed in the list of result documents.
List of result documents
- Name: The name of the result document
- Created on: Creation date of the result document
- Created by: Creator of the result document
- Language: Language of the result document
- Error: If the result document contains errors, they are displayed here. Possible errors might be, for example, defective Outareas, key figures in continuous text or document variables.
Info iconOpens the detail view of the history for a result document.
Download iconDownloads the result document.
Delete iconDeletes the result document from the history.

Open Version

You can open any of the versions shown in the history at any time. To do this, click the icon or the name for the selected file in the History.

Comparing Result Documents in Disclosure Management

To track changes easily, you can compare two result documents in Disclosure Management at any time.

To compare result documents in Disclosure Management:

1

If necessary, open the History.

2

Activate the check boxes of the documents you want to compare.

3

Click Compare documents.

Shows the 'History' workspace of the document 'Annual Report - The Group' in Disclosure Management with two selected result documents and the 'Compare documents' button.
Comparing two versions of a document

Opening the Detail View of a History in Disclosure Management

For each version of a result document in the history of Disclosure Management, you can open a detailed view in which you can obtain detailed information relating to the version.

In the history of a document, click the Info icon icon in the row of the desired version of the result document:

Shows an excerpt from the history in Disclosure Management with two versions of a result document and the info, download and delete icons in each row.
Open the detail view of a history

The detail view of a history is displayed as follows, for example:

Shows the detail view of the result document 'SN_2024_Report 2024_dl' in Disclosure Management with the fields 'Created by', 'Created on' and 'Language', the option areas 'General', 'MS Word functions' and 'XBRL', a table with the columns 'Messages', 'Chapter name', 'Occurred on' and 'MS Office live', and the 'Export to MS Excel' button.
Detail View of a History

The following table describes the settings that the detail view of a history in Disclosure Management shows for the selected version:

OptionDescription
Created on, Created byCreator of the result document and the date and time at which the result document was created.
LanguageLanguage in which the result document is created.
StructureName of the structure used to generate the result document (e.g. standard structure, summary report, management report)
General
- Control report (add file name): The combined elements of the result document were labeled with the name of their chapter of origin. This allows you to quickly see from which chapter and therefore from which Word or Excel file a particular element of the result document originates.
- Write user name in the header: The name of the creator and the time of creation were written in the header of the result document.
- Remove values: All values under the control of Disclosure Management have been replaced by a zero.
MS Word functions
- Accept all changes and stop tracking: The change tracking mode in the Word file has been deactivated.
- Remove hidden text: The hidden texts contained in the Word files were not included in the result document.
- Remove comments: The comments contained in the Word files were not included in the result document.
XBRLAdd XBRL mapping: The XBRL mapping was added to the result document. The Word file can be loaded into the XBRL tagger.
MessagesList of errors that may have occurred when creating the document with chapter name and time at which the error occurred.

The last column shows the MS Office file associated with the chapter. You can open any MS Office file directly from the column by clicking the corresponding MS Office icon.

Exporting the Detail View of a History from Disclosure Management to MS Excel

The detail view of the history in Disclosure Management can be exported to an Excel document at any time.

To export the detail view of a history to MS Excel:

1

If necessary, open the History.

2

In the list of result documents, click the Info icon icon in the desired row.

3

Click Export to MS Excel.

Shows an excerpt from the detail view of a history in Disclosure Management with the columns 'Occurred on' and 'MS Office live'. Highlighted in red is the 'Export to MS Excel' button.
Exporting history to MS Excel

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 1, 2026

Table of Contents
OverviewOpening the History of a Result Document in Disclosure ManagementComparing Result Documents in Disclosure ManagementOpening the Detail View of a History in Disclosure ManagementExporting the Detail View of a History from Disclosure Management to MS Excel
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