Dashboard

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

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

The Dashboard is the starting point in the XBRL Tagger. All documents to be tagged are loaded into the Dashboard. The XBRL Tagger supports both Word documents (DOCX) and PDF files (PDF).

When you open the XBRL Tagger, the Dashboard is always displayed. If you want to navigate to the Dashboard from another workspace, click Dashboard in the upper left corner of the breadcrumb navigation.

The Dashboard is displayed as follows, for example:

Dashboard in the XBRL Tagger with four documents. — Dashboard in the XBRL Tagger

To add a document:

Click Create new tagging file and do one of the following:

From Lucanet Disclosure Management

From your computer

Either the Create tagging file from Disclosure Management or Add New Document dialog is opened, depending on your choice (see Options When Adding Documents).

As soon as you choose the From Lucanet Disclosure Management command, the following dialog is displayed:

Dialog 'Create tagging file from Lucanet Disclosure Management'. The dialog shows two documents from Disclosure Management. — Add document from Lucanet Disclosure Management

The following options are available in the dialog:

Report name

Files created in Lucanet Disclosure Management. Select the desired file.

Create

Creates the chosen file in the XBRL Tagger.

As soon as you choose the From your computer command, the following dialog is displayed:

Screenshot: 'Add a new document' dialog showing both DOCX and PDF as supported file type — 'Add a new document' dialog

The following options are available in the dialog:

Option	Description
Upload document	Click to choose a document or drag and drop the desired file into the dialog. Both Word documents (DOCX) and PDF files (PDF) are supported.
Optional mapping file	When uploading a PDF, you can optionally upload a PDF mapping file (PDF.MAPPING) together with the document to apply pre-defined XBRL mappings. Note: The mapping file must have the same base name as the PDF.
Tagging file name	Optional document name. If you do not specify any name, the name of the chosen document will be used.
Reporting requirement	Automatically determined specifications defined by regulatory authorities are activated for the document by choosing the reporting requirement. The system automatically searches for the matching reporting requirement. If the automatically selected entry does not fit, you can adjust it manually.
Create	The document is created.

As soon as you click on a row in the dashboard, a window appears on the right-hand side. The Information tab displays the settings that were automatically created when the document was created. The configuration depends on the selected report request (see Adding a document).

Alternatively, you can use the Show document information and result set command in the context menu of the three-dot icon to open the information window:

Open the window with document information and the result set

You can change the reporting requirement for a document by choosing the desired reporting requirement from the drop-down list and then clicking Save.

Dashboard with four documents. Information on the selected document is displayed to the right of the list of documents, e.g. the selected reporting requirement. — Display information about a document

After generating an iXBRL document, the results of the generation are displayed to the right of the table on the Result documents sets tab. On this tab, you can download the result documents or the results report, among other things. For more information, see the section View Result Documents.

Alternatively, you can use the Show document information and result set command in the context menu of the three-dot icon to open the information window:

The following options are available in the Dashboard:

Option	Description
Search	Searches the list of documents for the entered search term — not only in the tagging file name and the originally imported file's name, but also in the name of the assigned Reporting Requirement, in the short name of its taxonomy (e.g. "ESEF", "KVK"), and in that taxonomy's technical entry point address — this is also where terms like "IFRS" or "EFRAG" find matches, since those terms are part of that address. If a Reporting Requirement bundles several taxonomies, the document is found via any of them, but appears only once in the results. You can additionally filter the search results by activating a filter from the drop-down list.
Favorites ( )	Shows whether a document is marked as a favorite or not. A filled star indicates that the document is a favorite. All documents marked as favorites are displayed in the document overview on the Favorites tab.
"(Pending review)" indicator	Appears directly after a tagging file's name whenever the document has an outstanding review — whether triggered by importing a new file version or by AI tagging. The indicator disappears automatically once the review is completed or discarded, and updates live without needing to reload the dashboard.

Input field for search terms and drop-down list with filters — Search options in the dashboard

The following options are available in the three-dot menu of documents:

Option	Description
Open	Opens the document in the XBRL document workspace, where it can be tagged.
Rename	Opens a dialog for renaming the document.
Import new file version	Imports a new version of the document. Existing text block tags from the previous version are automatically applied to the new version of the document. This option is available for both Word documents (DOCX) and PDF documents (PDF). The dialog only accepts the same file type as the original document; if the file extension does not match, the message Invalid file extension is displayed. Note: If a Tag Update Preview is already open for the document, an information window opens instead. You can use it to open the ongoing preview or cancel the import; a new import is only possible after the preview has been applied or discarded. Note (PDF documents only): If not a single tag could be carried over during the roll-forward of a PDF document, no Tag Update Preview opens. Instead, the message "Document Not Rolled Forward – No tags could be carried forward onto the new PDF. The existing document is unchanged." appears, and the document remains unchanged in its previous version.
Continue review	Reopens the Tag Update Preview if an open preview still exists for the document. Note: This option is only visible if a Tag Update Preview has already been opened for the document.
Delete pending review (change set)	Discards the document's open Tag Update Preview without applying the changes it contains. Note: This option is only visible if a Tag Update Preview has already been opened for the document.
Delete document	Deletes the document from the list of documents. Caution: You can delete only documents you have loaded into the dashboard yourself.
Duplicate document	Creates a duplicate of the document. You can use duplicates, for example, for checking or testing purposes.
Download document	Downloads the document.
Show document information and result set	Opens a window displaying document information and the results of the generation process.
Update Tagging document from Disclosure Document	Updates the document from Disclosure Management. All tags from the current version of the document are transferred to the new version of the document. Note: The button is only available if the document has been imported from Disclosure Management into the XBRL Tagger.