Add or edit XBRL containers

Introduction

Use this article when preparing financial statements for XBRL or iXBRL reporting. XBRL containers define the structure of financial statements by grouping related facts into sections such as assets, liabilities, income, or cash flows.

Summary

After following these steps, an XBRL container is assigned to the appropriate row in a financial statement, allowing the XBRL engine to correctly structure the report during export.

Steps

1. Open the table containing the financial statement you want to tag.

2. Select the row where the container should start.

   In most cases, this is the first financial fact within the section. Alternatively, you can apply the container to a heading row directly above the first fact, such as Assets or Liabilities.

   Once a container is assigned, all following rows automatically belong to that container until another container is assigned. When a new container is placed on a row, that row and all subsequent rows automatically become part of the new container.

3. Open the Properties panel.
4. Switch the properties view to Row.
5. Locate the XBRL - Container property.
   
6. Click Add next to the property.
7. Click Click to select an item.
8. Select the appropriate container from the available list.

Expected Result

The selected row is assigned to an XBRL container. During export, the container is used to structure the financial statements and place tagged facts in the correct section of the XBRL presentation.

A container icon is displayed to the left of the row where the container starts, making it easy to identify the beginning of each container within the table.

Remarks

• Use containers consistently throughout the financial statements to ensure a clear and accurate XBRL structure.
• The available containers depend on the taxonomy used by the document.