Tag financial statements and level 4 facts

            The Table Tagging feature is essential to tag the financial tables and Level 4 facts within your financial reports. Follow the provided steps below to tag the facts.

      1. First, enable the Table Tagging option by switching it on. This will enable the table tagging function.

If you do not turn on the table tagging, the facts cannot be tagged using the table tagging method.

      2. Next, from the dropdown menu, choose the relevant Tree Role.

      3. When assigning the period for values in the table, you can do so column-wise. Select all the values in a particular column, as they correspond to the same period.

While selecting the values, select values without currency or empty spaces.

      4. Once you’ve selected the values, it’s time to assign the period. Select the appropriate reporting period, and you’ll notice the values turning amber, confirming that the period has been successfully applied.

 

    5. After the period is applied, choose a row to apply an element tag from the presentation tree. Then drag and drop the element from the presentation tree onto the document and the element tag gets applied for the selected values. To add members, select the appropriate member and drag and drop for the selected values as well.

      6. Other attributes such as Scale, Currency and Unit Reference need to be set by the user. The default scale applied for any document is Actual. The default currency is set to the currency applied for the document and the Unit Reference is set for each element of the taxonomy. To make any changes for any tagged value, you can edit them here. 

      7. Once the values for a table are tagged with suitable elements and attributes, click on the "Table Tag" to save the applied element and their attributes. Once tagged, the values are highlighted in an aqua blue shade signaling to the users that the cells have XBRL tags assigned.  

     

 Throughout this process, if you need to view any tag details, hover over the values to see them displayed in a Tool Tip.

• Related Articles

• Tag narrative values

  Tagging narrative content is crucial in the tagging process. This feature is used to tag narrative facts in Level 4. Kindly follow the provided steps below for tagging it. First, Select the required section. Then Choose the relevant Tree Role from ...

• Tag facts without reference

  The Tag Facts without Reference feature allows you to tag values in your document even when no direct reference is available from the source. Follow these steps for a seamless tagging process: 1. Start by selecting the section in your document where ...

• Tag Block-tag Text block Elements

  The application is designed to simplify the process of tagging Level 1, 2, and 3 Text Block Elements within your documents. Follow the step-by-step guide below to utilize this feature effectively. 1. Begin by choosing the specific section within your ...

• Indentation(Table)

  Indentation allows you to align content within a table, ensuring uniform positioning and a visually appealing layout. Adjusting the indentation level helps create a more organized and professional-looking table. Here's how to effectively use the ...

• Tag text block content using Start and End Tag

  Using the start and end tag, the content can be tagged easily. Choose the starting and ending words or characters of the content you want to tag in the text block content. These points can be anywhere in the same section or even stretch into ...

• Popular Articles

• Sign in to the Rainbow application

  You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...

• Create entity

  An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...

• Create user

  A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...

• Edit user

  In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...

• Create user role

  A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...

• Recent Articles

• Direct Filing

  Direct Filing Option is available that simplifies the submission process of Edgar HTML and XBRL/iXBRL for various form types. Below are the outlined steps required to initiate and complete the Direct Filing process seamlessly. First step is to choose ...

• Unable to create return

  The error you are experiencing may be due to the expiration of HMRC’s Authorization (OAuth token). By following the steps outlined below, you will be able to reauthorize and continue with your submission. Steps to Revoke Authorization and Reauthorize ...

• Download document for offline review

  Once document is ready, you have the flexibility to download it offline in multiple formats such as HTML, PDF, or Word, depending on your needs. Follow the provided steps below. 1. In the Document Process screen, begin by choosing the required entity ...

• Create or Extend dimension

  Dimensions are applied in combination with an element to add a precise description to the value tagged in financial reporting. By using dimensions, you can specify various attributes of a financial fact, such as the product type, geographic region, ...

• Build calculation

  In the Presentation Tree Role, constructing and managing calculations is crucial for maintaining the accuracy of your financial data. This guide will lead you through the steps to create, update, and manage these calculations, ensuring that your data ...