Add XBRL general data

Introduction

Use this article when preparing a document for XBRL or iXBRL reporting. XBRL general data contains key reporting information such as reporting periods and taxonomy-specific details about the reporting entity, which are required for a valid filing.

Summary

After following these steps, the required XBRL general data is added to the document and available for use during tagging, validation, and export.

Steps

1. Open the document.
2. Navigate to the Insert tab.
3. Open the XBRL menu.
4. Select XBRL General Data.
   
5. Enter the start and end dates for the current reporting period.
6. Enter the start and end dates for the comparative reporting period.
7. Complete the required taxonomy-specific reporting entity information.
8. Review the entered information for completeness and accuracy.
9. Save the changes.

Remarks

• XBRL general data is required for generating a valid XBRL or iXBRL reporting package.
• The available fields may vary depending on the selected taxonomy.
• Ensure that reporting periods and entity information match the information disclosed in the report.