Basic Concepts

Before you begin to use CDM, you should understand some basic concepts.

Important: Using CDM requires a working knowledge of Microsoft™ Excel, Microsoft Word, and Microsoft PowerPoint. The advanced functionality for Microsoft products is beyond the scope of this guide. However, some topics are included for your convenience. For more information, see the Microsoft documentation.

See the following articles for more:

• Report Overview
• Report Object Overview
• Workflow and Auditing Overview
• Data Source Overview
• Query Overview
• Checklist Overview
• Task and Task List Overview
• Dashboard Overview
• Bidirectional Language Overview
• EDGAR HTML Overview