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Report Object Properties

In CDM, you can view and modify report object properties to tailor the report object in a specific way.

Properties of a report object are the general properties of the object, the related dates of the object, and the report object configuration.

Edit the Properties of a Report Object

  1. Open the report that you want to work with.
  2. In the report tree, right-click the report object and click Properties > Manage All Object Properties.
  3. In the Properties tab of the Properties and Comments window, edit the properties as you want. You can change any property that is not gray.
  4. Click OK.

You can view or edit the following information:

Property

Report Object Type

Description

Name

All

User specified name for the report object. Each report object or section must have a unique name.

Report Object Due Date

All

The due date of the report object.

Inherit Due Date

All

If selected, the report object inherits the due date from its parent section due date or the report due date, depending on its position in the report hierarchy.

Workflow Due Date

All

The due date of the current workflow.

Inherit Workflow

All

If selected, the report object inherits the workflow due date from its parent section workflow due date or the report workflow due date, depending on its position in the report hierarchy.

Document Type

Word

The document type for the current Word object.

  • Page Setup - Defines the Word object as a page setup object that can enforce certain styles and formatting throughout the entire report.

  • Normal - Defines the Word object as a normal page.

  • Header - Defines the Word object as a header.

    Note: When you generate a section of a report, the header from a previous section is sometimes generated even if the header is not associated with the generated section.

  • Footer - Defines the Word object as a footer.

  • Header Footer Placement - Enabled when you select header or footer. You can display the header or footer on odd or even pages.

  • Footer Reset Style - Enabled when you select Footer. This setting defines the style used for page numbers.

  • Page Reset Number - Enabled when you select Footer. This setting controls how many pages are reset when you define the page number. For example, you browse to the Word object and by using the context menu, you click Properties. You can define the number of pages that you need to reset the overall page number by using this option. This is useful when you require the page numbers to reset to Page 1 after you create a specific number of report objects.

Print Options

Excel, Word, and PowerPoint

The print options for the current report object.

  • Printable - When the report is generated, the report object is printed.

  • Not Printable - When the report is generated, the report object is not printed. An icon in the report tree beside the report object name indicates that the report object is not printable. Web Page and PDF objects are automatically not printable.

  • Exhibit - This is a read-only checkbox. It is shown as selected if the report object is grouped with other exhibit report objects under an Exhibit section. When the report is generated, the report object is combined with the other exhibit documents in the Exhibit section into one document seperate from the report. An exhibit is a mandatory document that is required by the regulatory body, along with the report itself.

  • Supporting Document - If selected, when the report is generated, the report object is printed as a separate document. Optionally, a supporting document can be included as part of the report content at generation. A supporting document is an additional optional document that a company chooses to submit along with the mandatory content.

Break Type

Excel, Word, and PowerPoint

When you specify a break type, you can specify the number of pages, rows, or slides to use for spacing.

You cannot assign break types to Web Page and PDF objects because these report objects are not included in the generated report.

Continue with Next

Word

Specifies a string of text that is displayed on the second and later pages of a report if the current report object that contains a note variable heading exceeds one page.

ToC Variable

Excel, Word, and PowerPoint

Defines a table of contents variable for the report object.

You cannot assign ToC variables to Web Page and PDF objects because these report objects are not included in the generated report.

Note Type

Excel and Word

Specifies the note types that the report uses.

  • Automatic - Enables the Note Variable field.

  • Manual - Enables the Note Number and Note Variable fields.

    • You can use the Note Number field to enter the value of the note number required.

    • You can use the Note Variable field to specify the name of the variable that is associated with this note.

You cannot assign note variables to Web Page and PDF objects because these report objects are not included in the generated report.

Active User

All

Displays the user who checked out the current report object.

Current Workflow State

All

Shows the current workflow state of the report object.

Share Report Object

All

Marks the current report object as shared and makes the report object visible in the window that opens when you add reference objects. When a report object is set as shared, an icon in the report tree beside the report object name indicates that the report object is a shared object.

Include in XBRL Inline Generation

PDF

Specifies whether to include the PDF content in XBRL inline generation. This feature is only available for ESMA jurisdiction. It allows you to add supplementary documents to an annual filing to meet a jurisdictional compliance requirement.

  • Do not include - Specifies not to include the PDF.

  • Include before - Specifies to stitch the PDF content at the beginning of the generated document.

  • Include after - Specifies to stitch the PDF content at the end of the generated document.

When multiple PDF objects are included before/after the generated document, they will be stitched at the beginning/end of the document, in the same order they are found in the report tree. The PDF content will always start on a new page.
Note:
  • You can modify properties for a report object only if you have checked it out and have permission to modify report object properties. You cannot modify report object properties if the report object is checked out by another user. Also, if a report object is checked out and the session state is invalid, for example as a result of a crash, you cannot modify report object properties, until the object is forcefully checked back in.
  • If you use CDM in Arabic and you select Contextual for Digit Shaping in the Options window, some dates in report properties might appear with European number shaping. The dates that might appear with European number shaping are those that are selected through a calendar field in CDM.

Lock the Properties of a Report Object

In CDM, you can prevent a report object from being edited or updated. Locking a report object prevents any updates to variables, data queries, and reference objects when new information becomes available in the source. This is useful when the report object does not require a refresh for new information, for example, if the user is nearing quarter close when data needs to be finalized.

  1. Open the report that you want to work with.
  2. In the report tree, right-click the report object that you want to lock.
  3. Click Properties > Locked > Lock.
  4. Click OK.

To unlock the report object, repeat the steps and click Unlock.

Tip: You can also lock a report object by using the Edit workflow window, or by selecting the object from the report tree and then clicking Home > Lock.

Copy the Properties of a Report Object to Other Report Objects

In CDM, you can copy the properties of one report object, and then paste those properties into one or more other report objects. For example, if you want to apply the enforcement settings of one report object to other report objects, you can apply the properties in the original report object to one or more other report objects.

  1. Open the report that you want to work with.
  2. In the report tree, right-click the report object that contains the properties you want to copy.
  3. Click Copy > Properties.
  4. In the report tree, select one or more report objects that you want to have the same properties, and click Paste > Properties.
  5. In the confirmation message, click OK.

The properties that you copied from the original report object are pasted into the destination report object, except for the name property. If the original report object is a different type from the destination report object (for example, if you copy from an Excel object and paste to a Word object), only properties that are common to both the Excel object and the Word object are pasted into the destination report object.

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