Dashboard

The Dashboard is the starting point in the XBRL Tagger. All documents to be tagged are loaded into the Dashboard.

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).

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

Report name

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

Create

Creates the chosen file in the XBRL Tagger.

Shows the 'Add a new document' dialog. — 'Add a new document' dialog

Upload document

Click to choose a document or drag and drop the desired file into the dialog.

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.

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:

Searches in the list of documents for documents that include the entered search term in the title.

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

You can 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.

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

Opens the document in the XBRL document workspace, where it can be tagged.

Opens a dialog for renaming the document.

Imports a new version of the document.

Deletes the document from the list of documents.

You can delete only documents you have loaded into the dashboard yourself.

Creates a duplicate of the document. You can use duplicates, for example, for checking or testing purposes.

Downloads the document

Opens a window displaying document information and the results of the generation process.

Updates the document from Disclosure Management. All tags from the current version of the document are transferred to the new version of the document.