Configuring Document Settings

Documentation

Getting Started

Global Functions

Lucanet Lume

Administration

Data Hub

Consolidation & Financial Planning

Lease Accounting

Extended Planning & Analysis (xP&A)

ESG Reporting

Disclosure Management

XBRL Tagger

Introduction to iXBRL

User Interface of the Lucanet XBRL Tagger

All Steps at a Glance

Basic Configuration

Configuring Document Settings

Preparing a Word File

Dashboard

XBRL Document

Generating an iXBRL Report

Displaying Result Documents

Displaying the Preview

Analyzing XBRL Data with Lucanet XBRL Vision

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

In the Settings workspace of XBRL Tagger, you can configure individual specifications for each document, such as:

The taxonomy to be used

Settings for using specific Word elements, e. g. footnotes and tables

Settings for the report to be created, such as the language and currency

Settings for the report package

Settings for tagging a document

To open the Settings workspace:

Make sure you have opened the desired document.

Click the icon in the function bar to open the workspace.

Configure the settings (see Configuring Settings).

Save the settings.

Part of the XBRL Tagger. In the overview, the button for opening the settings is outlined in red. — Open the 'Settings' workspace

You can configure the following options in the Document settings. You can find an explanation of the options directly at the respective setting on the user interface.

To restore the default settings, scroll to the end of the settings and click Reset to default.

Selection of the taxonomy to be used:

The primary taxonomy is automatically determined according to the selected reporting requirements and cannot be changed.

Shows the 'Taxonomy settings' section in Lucanet XBRL Tagger with the 'Primary XBRL taxonomy' field set to 'ESEF 2022 | https://www.esma.europa.eu/taxonomy/2022-03-24/esef_all.xsd'. — Selection of the taxonomy

Settings for elements in Word documents:

Shows the 'Word Conversion settings' section in Lucanet XBRL Tagger with the drop-down lists 'Header and Footnote Word rendering' set to 'Hidden', 'Word Footnote Position' set to 'Document End', 'Document View Type' set to 'Pages', and 'Split Tables on Page Break' set to 'Do not Split Tables'. — Default settings for Word elements

Settings for the report to be created:

Shows the 'Report Settings' section in Lucanet XBRL Tagger with the fields 'Language', 'Date Format', 'Currency', 'Period', 'Company name', 'Extension prefix', 'Target namespace', and 'Entity identifier' and the 'Use LEI Code for File name' toggle, filled with example values such as 'en', 'EUR', and 'Company'. — Default settings for the report to be created

Opening the settings automatically derives Extension prefix and Target namespace from the Company name field, as long as these fields are still empty — existing values are never overwritten, and the settings are not considered changed by this. If you edit Company name afterwards, Extension prefix and Target namespace are automatically recalculated and overwritten. If no company name is set, both fields stay empty and must be filled in manually.