Configuring Document Settings

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

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

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

Individual specifications can be configured for each document in the Settings workspace, 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.

Settings for elements in Word documents:

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.