---
title: "All Steps at a Glance"
description: "In this chapter, you will find the individual steps required to generate a report using Lucanet Disclosure Management. The presented sequence of steps is our recommendation for configuring and creating a business report in the most effective way possible."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/process-description-disclmgmt
language: en
last_updated: 2023-08-16
---
# All Steps at a Glance – Disclosure Management

## Overview

In this chapter, you will find the individual steps required to generate a report using **Disclosure Management**. The presented sequence of steps is our recommendation for configuring and creating a result document in the most effective way possible.

You do not have to follow the recommended sequence in detail. If necessary, individual steps can also be carried out at a different time. For greater clarity, we have focused on the main steps and have not described optional detailed steps.

{% process-steps %}
{% process-step title="Creating a Document" %}
In the **Dashboard**, new documents are created and all the documents that have been created in Disclosure Management are displayed.

- Create a new document in the [Dashboard](https://support.lucanet.cloud/en/documentation/disclosure-management/dashboard-disclmgmt.md).
{% /process-step %}
{% process-step title="Creating a Chapter Structure" %}
For a document managed by Disclosure Management, you can create as many chapters and chapter levels as you need to structure the document.

- Create the structure of the document in the [Manage Chapters](https://support.lucanet.cloud/en/documentation/disclosure-management/chapter-mgmt-disclmgmt.md) workspace.
{% /process-step %}
{% process-step title="Creating Periods" %}
A **period** is a time frame for which report data are imported and saved. For a document, you can create and manage as many periods as you need, e.g. **current year** or **previous year**.

- Create the required periods in the [Manage Periods](https://support.lucanet.cloud/en/documentation/disclosure-management/period-mgmt-disclmgmt.md) workspace.
{% /process-step %}
{% process-step title="Defining Data Sources" %}
**Data sources** form the basis of a data import from a source system and/or a source file into Disclosure Management.

- In the [Import Management](https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt/define-data-srouce-disclmgmt.md) area, configure the data source(s) to import the desired data into Disclosure Management.
{% /process-step %}
{% process-step title="Configuring and Executing a Data Import" %}
During a **data import**, data are imported into Disclosure Management from the source systems used.

- In the [Import Data](https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt.md) workspace, configure the data import and import the data from the source system into Disclosure Management.
{% /process-step %}
{% process-step title="Creating and Programming Excel Files" %}
Excel files form the main basis for using report data from a source system. Data from Excel files are embedded in Word files in such a way that the values in the report are updated automatically if the Excel data are updated, e.g. as a result of an additional data import. Carry out the following individual steps:

- In the [Cockpit](https://support.lucanet.cloud/en/documentation/disclosure-management/cockpit-disclmgmt.md), create Excel files for the chapters to include the report values from the source system.
- Insert [Name Columns, Value Columns, and Programming Columns](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/define-columns.md) in the Excel tables.
- Carry over report values to the Excel file using the [Programming Assistant](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/insert-values.md).
- Insert [Outreas](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/define-outareas.md) in the Excel tables.
{% /process-step %}
{% process-step title="Creating and Configuring Word Files" %}
Word files play a key role in Disclosure Management when it comes to creating a business report. The final result document is built using Word files. Carry out the following individual steps:

- In the [Cockpit](https://support.lucanet.cloud/en/documentation/disclosure-management/cockpit-disclmgmt.md), create Word files for the chapters of the document.
- Insert [Outareas](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/insert-outarea-in-worddocument.md) from the Excel files in the Word files where report values are to be displayed.
- If necessary, insert [Text Values](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/word-use-variables.md).
- If necessary, assign a [Layout](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/word_insert_layout.md) to outareas.
- If necessary, tag text blocks in the Word document using [XBRL Tags](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/word_add_xbrltags.md).
{% /process-step %}
{% process-step title="Creating and Configuring Validations" %}
[Validations](https://support.lucanet.cloud/en/documentation/glossary.md#validation) check and ensure the consistency of values within a document.

- Create and configure the necessary validations in the [Manage Validations](https://support.lucanet.cloud/en/documentation/disclosure-management/validation-mgmt-disclmgmt.md) workspace.
{% /process-step %}
{% process-step title="Checking and Adjusting Report Values" %}
Report values imported from a source system can be manually checked, updated, and modified in the **data view**. The values must be checked, for example, to avoid and correct errors when rounding or validating the report values.

- Open the [Data View](https://support.lucanet.cloud/en/documentation/disclosure-management/data-view.md) for all programmed Excel files and check the displayed values.
- If necessary, adjust any incorrect report values.
{% /process-step %}
{% process-step title="Configuring and Creating the Result Document" %}
The **result document** is the final report created by Disclosure Management.

- Configure and generate the result document in the [Creation](https://support.lucanet.cloud/en/documentation/disclosure-management/create-resulting-document.md) workspace.
{% /process-step %}
{% /process-steps %}