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Report Administration

The following administration features will be used for creating an ESMA ESEF XBRL project.

Projects

From Administration > XBRL > XBRL Projects, you can create, edit, and delete ESMA ESEF XBRL projects.

Entity Identifiers

From Administration > XBRL > Entity Identifiers, you can create, edit, and delete entity identifiers. The entity identifiers will be available in the Project Configuration step of the XBRL Project wizard.

Units

From Administration > XBRL > Units, you can add and edit custom units that are not included in the Unit Type Registry and thus not predefined in CDM. Such custom units will be available to be enabled in the ESMA ESEF XBRL projects.

Reports

From Administration > Reports, you can roll forward a CDM report along with its ESMA ESEF XBRL project.

Required Permissions

  • Application Permissions > XBRL > Manage Projects
  • Application Permissions > XBRL > Manage Entities
  • Application Permissions > XBRL > Manage Units and Measures
  • Application Permissions > XBRL > Manage XBRL Projects

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